The Valley View Team
Richard G. Long, Jr., Manager
Richard G. Long, Jr., Manager
Richard G. Long, Jr., Manager
- Founded Valley View in 1998
- Investment industry since 1981
- Public Funds dedication since 1988
- Registered Investment Advisor Representative
- Phone: (540) 297-3419
Emily A. Upshaw, CPA
Richard G. Long, Jr., Manager
Richard G. Long, Jr., Manager
- Background in accounting, client service, cash flows, and facilitating transactions
- Experience in market analysis, trading, and fund management
- Certified Public Accountant
- Registered Investment Advisor Representative
- Phone: (512) 633-4093
Jamie D. Hobbs, CPA
Richard G. Long, Jr., Manager
Jamie D. Hobbs, CPA
- Twenty years of 401k plan administration experience
- Accounting and client services background
- Certified Public Accountant
- Registered Investment Advisor Representative
- Phone: (512) 468-7799
Susan K. Anderson
E.K. Hufstedler, III
E.K. Hufstedler, III
- Investing Public Funds since 1981
- Former City of Austin Treasurer & Investment Officer
- Served as Chief Investment Officer for State of Texas
- Registered Investment Advisor Representative
- Phone: (830) 637-7755
E.K. Hufstedler, III
E.K. Hufstedler, III
E.K. Hufstedler, III
- Former Texas-bank regional President
- Banking industry since 1982
- Depository banking service experience
- Registered Investment Advisor Representative
- Phone: (254) 396-2949
Johnny L. Phifer
E.K. Hufstedler, III
Johnny L. Phifer
- Retired Director of Finance, City of Keller
- Public funds experience since 1985
- Prior experience includes financial and budget administration, financial reporting, and debt and treasury management.
- Phone: (817) 821-3011
Thomas H. Ross
Thomas H. Ross
Thomas H. Ross
- Retired Director of Administrative Services, City of Bedford, Texas
- Public-sector experience since 1992
- Lengthy corporate finance and accounting career
- Primary depository banking service experience
- Registered Investment Advisor Representative
- Phone: (817) 706-0471
Tim D. Pinon
Thomas H. Ross
Thomas H. Ross
- Banking industry since 1987
- Government banking relationship manager
- Depository banking service experience
- Registered Investment Advisor Representative
- Phone: (214) 329-6763
Ben F. Day
Thomas H. Ross
Ben F. Day
- Investment markets since 1984
- Diversified background in sales and trading
- Extensive client based risk/return analysis experience
- Registered Investment Advisor Representative
- Phone: (540) 817-5491
M. Teresa Mendoza
M. Teresa Mendoza
M. Teresa Mendoza
- Extensive background in Accounting & Finance (since 2007)
- Financial reporting experience
- Government experience since 2010
- Phone: (817) 721-0841
Oscar Gomez
M. Teresa Mendoza
M. Teresa Mendoza
- Experience creating cash flow models, analyzing and preparation of financial statements
- Experience developing annual operating and capital budgets
- Public Funds experience since 2018
- Microsoft Office Excel Specialist
- Phone: (817) 363-0172
Julie S. Gerhardt
M. Teresa Mendoza
Julie S. Gerhardt
- Investment industry since 1993
- Responsible for administration, marketing, and organizational issues
- Experience in customer support and reporting issues
- Web Developer
- Phone: (434) 426-1583