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