We Design Continuity, Not Coincidence

Dan Balderston is a Financial Advisor and Retirement Planning Specialist with Vista Wealth Partners in Dallas, TX. Dan began his career in financial services with UBS in 2006, before moving to Equitable Advisors in 2008. Dan became a Regional Vice President with Equitable Advisors beginning in 2013. It was in this role that Dan developed his vision for building an elite team of advisors that dedicated themselves to providing clients with peace of mind in their complex lives. Throughout his career in Financial Services, Dan’s philosophy has remained simple, to build long-lasting relationships with his clients that are based on trust.   

As a Financial Planner with Vista Wealth Partners, Dan provides comprehensive wealth management services encompassing retirement planning, investment strategies, and legacy planning.   

An alumnus of the University of Oklahoma, Dan graduated with a degree in Finance. He has also earned a Retirement Planning Specialist title from the Wharton School of the University of Pennsylvania. Dan successfully completed the coursework and passed the rigorous exam to become a Certified Financial Planner (CFP). He has his life and health insurance licenses as well as the following NASD registrations: Series 7, Series 24 and Series 66.  

Dan is happily married to his wife, Katie. They reside in East Dallas with their sons, George and Colin. His family’s favorite time is spent in their travels together. Whether they are skiing in the winter or exploring unfamiliar destinations, they always find joy in new adventures. Dan has a passion for volunteering and is an active member of Highland Park United Methodist Church.  

Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.

CFP^® and CERTIFIED FINANCIAL PLANNER® are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Prior to co-founding Vista Wealth Partners, Jeff McNaughton has been a Financial Planner with Equitable Advisors in Dallas, Texas, since 1994. Jeff started his career in finance in 1982 when he became a CPA for Ernst & Whinney (now Ernst & Young). He carried his passion for Financial Services into his role as a stockbroker for Shearson Lehman in 1988.

As a Financial Planner, Jeff offers a variety of services to his clients including comprehensive financial advice, estate planning strategies and insurance expertise. Jeff also focuses in life, health and disability income insurance, as well as long-term care insurance. In the small business market, Jeff is experienced in retirement plans.  

Jeff attended Oklahoma State University and graduated with BS in Accounting in 1982. He also completed the Retirement Plan Specialist title that is awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania. Jeff is a Qualified Plan Specialist, enabling him to assist small businesses to set up and manage retirement plans. He successfully passed the rigorous exams to become a Certified Financial Planner professional (CFP), a Chartered Financial Consultant (ChFC), and was previously a CPA. He has his life and health insurance licenses as well as the following FINRA registrations: Series 6, Series 7 and Series 65.    

Jeff is happily married to his wife, Lou Ann. They have two children and are proud empty nesters. In his spare time, Jeff enjoys golf, tennis, traveling and watching sporting events. He also loves hunting, fishing and going to the theatre. Jeff is an active member of Munger Place Church and the Rotary Club of Park Cities.

Qualified Plan Specialist title awarded by Equitable Advisors, based upon successful completion of an internal training program and written assessment.

CFP^® and CERTIFIED FINANCIAL PLANNER® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Reid Randecker is a Financial Advisor and team member of Vista Wealth Partners in Dallas, TX. Reid started his career in financial services with Equitable Advisors in 2015 where he began building his practice of valued client relationships. Reid has also served as Regional Vice President of the Texas branch with Equitable Advisors beginning in 2019 through 2022. In that capacity, he mentored newly tenured financial advisors, while continuing to selectively grow his private clientele.

In his current capacity, Reid is a goals-based Financial Advisor, who works with a select group of successful families and businesses. Reid pursues bringing order and financial freedom to his clients by assisting them with all aspects of their wealth management so that they always have the complete picture.

Reid works alongside a team of partners and staff to provide his clients with comprehensive wealth management services encompassing retirement planning, investment strategies, and legacy planning.

An alumnus of the University of Oklahoma, Reid graduated with a degree in Finance. He has his life and health insurance licenses as well as the following FINRA registrations: Series 7, Series 24 and Series 66. Reid is also a Certified Financial Planner® professional which holds him to a higher standard of delivering financial advice.

Reid is happily married to his wife, Brittany, and they reside in East Dallas with their son Jack. When he is not following Sooner football with his family, or traveling with his wife, Reid has a passion for East Dallas community involvement and is a proud affiliate with the Genesis Women’s Shelter.

Daniel Davidson is a Financial Consultant with Vista Wealth Partners in Dallas, TX. After graduating from the University of North Texas with a marketing degree, Daniel began his professional career with Intuit where he gained a background in accounting and was part of their software development team. While at Intuit, Daniel also was working toward his MBA in finance.

To apply his education in marketing and finance, Daniel joined Equitable Advisors in 2008 to work exclusively with individuals and small business owners. Due to his early success and dedication to financial services, Daniel chose to build a team of advisors by selecting and recruiting strong talent and implementing a comprehensive training program to lead his team of 11 advisors. Daniel was appointed as Divisional Vice President at the Dallas Branch in May 2012 and has utilized his ability to attract highly skilled individuals and bring in promising new recruits to join the Equitable Advisors team. One of Daniel's goals is to provide leadership and mentoring opportunities to his growing district of associates, who wish to take their careers to the next level.

In 2021, Daniel joined Vista Wealth Partners which is in alliance with Equitable Advisors. He helps individuals and business owners plan for retirement and reach their financial goals. He is committed to building long-term relationships with his clients and using his tools and resources to implement personalized financial strategies. He offers expertise in retirement, capital preservation, and business continuation strategies, which enable him to assist clients in making investment decisions that best achieve their financial objectives. He has his life and health insurance licenses as well as the following FINRA registrations: Series 7, Series 24 and Series 66.

Daniel currently resides in Richardson with his wife Lindsay, their daughters Kyla and Finley, and son Steele. Daniel is an avid baseball fan and has been to all 30 current baseball stadiums. He enjoys traveling, spending time with his family, and is actively involved at Mosaic Church in Richardson, TX.