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Valley View Consulting, L.L.C.
  • Home
  • Investment Advisory
  • Investment Approach
  • Team
  • Additional Services
  • Contact Us
  • Forms

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  

Ben F. Day

Orlando A. Saenz

Tim D. Pinon

  • 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

Tim D. Pinon

Orlando A. Saenz

Tim D. Pinon

  • Banking industry since 1987
  • Government banking relationship manager
  • Depository banking service experience
  • Registered Investment Advisor Representative
  • Phone: (214) 329-6763

Orlando A. Saenz

Orlando A. Saenz

Orlando A. Saenz

  • Certified Treasury Professional
  • Banking industry since 1997
  • Government, Non-Profit and Higher Education Treasury Management Consultant, and Relationship Manager. 
  • Depository banking service experience
  • Registered Investment Advisor Representative
  • Phone: (832) 602-8329

Johnny L. Phifer

M. Teresa Mendoza

M. Teresa Mendoza

  • 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

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

Oscar Gomez

  • 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

Adam R. Ringgenberg

Adam R. Ringgenberg

Adam R. Ringgenberg

  • Registered Investment Advisor Representative
  • Capital markets background since 2007
  • Extensive experience analyzing fixed income products
  • Phone: (214) 405-4174

Julie S. Gerhardt

Adam R. Ringgenberg

Adam R. Ringgenberg

  • Investment industry since 1993
  • Responsible for administration, marketing, and organizational issues
  • Experience in customer support and reporting issues
  • Web Developer
  • Phone: (434) 426-1583

Linda D. Wertz

Adam R. Ringgenberg

Linda D. Wertz

  • Banking industry since 1985
  • Client management and depository banking service experience
  • Varied banking experience - treasury management, lending, operations, and executive roles
  • Phone: (469) 866-6998

Susan K. Anderson (retired with limited availability)

  • 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

Thomas H. Ross (retired with limited availability)

  • 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

E.K. Hufstedler, III (retired with limited availability)

  • Former Texas-bank regional President
  • Banking industry since 1982
  • Depository banking service experience
  • Registered Investment Advisor Representative

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