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Valley View Consulting, L.L.C.
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  • Investment Advisory
  • Investment Approach
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The Valley View Team

Back Row:  Emily Upshaw, Johnny Phifer, E.K. Hufstedler, Bill Koch, Ben Day.


Front Row:  Tom Ross, Corrine Steeger, Susan Anderson, Julie Gerhardt, Dick Long 


Not pictured: Tim Pinon and Teresa Mendoza

Richard G. Long, Jr. - Manager

  • Founded Valley View in 1998
  • Investment industry since 1981
  • Public Funds Continuing Education Instructor for the University of North Texas
  • Registered Investment Advisor
  • Phone: (540) 297-3419

Susan K. Anderson

  • Investing Public Funds since 1981
  • Former City of Austin Treasurer & Investment Officer
  • Served as Chief Investment Officer for State of Texas
  • Public Funds Continuing Education Instructor for the University of North Texas
  • Registered Investment Advisor
  • Phone: (830) 637-7755

Emily A. Upshaw, C.P.A.

  • Background in accounting, client service, cash flows, and facilitating transactions 
  • Experience in market analysis, trading and fund management
  • Certified Public Accountant
  • Registered Investment Advisor
  • Phone: (512) 633-4093

Ben F. Day

  • Investment markets since 1984
  • Diversified background in sales and trading
  • Extensive client based risk/return analysis experience
  • Registered Investment Advisor
  • Phone: (540) 817-5491

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
  • Phone: (817) 706-0471

E.K. Hufstedler, III

  • Former Regional President for a Texas based bank
  • Banking industry since 1982
  • Primary depository banking service experience
  • Registered Investment Advisor
  • Phone: (254) 396-2949

Timothy D. Pinon

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

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

M. Teresa Mendoza

  • Extensive background in Accounting & Finance (since 2007)
  • Financial reporting experience
  • Government experience since 2010
  • Phone: (817) 721-0841

Julie S. Gerhardt

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

Corrine Steeger (retired with limited availability)

  • Over forty years of government entity cash and treasury management
  • Former City of Dallas Treasurer
  • University of North Texas – Center for Public Management staff

William J. Koch (retired with limited availability)

  • Public-sector consulting since 1990
  • Over forty years financial management experience
  • Management positions in Fortune 500 companies
  • Registered Investment Advisor

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