TruVista Wealth Advisors

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Team photo for TruVista Wealth Advisors
Team photo for TruVista Wealth Advisors

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Advisors

Chance Smeznik

Financial Advisor

Visit Chance Smeznik's website

Eric Furlotte

CFP®, CRPC

Private Wealth Advisor

Managing Partner of TruVista Wealth Advisors
Visit Eric Furlotte's website

Jason Batchelder

Financial Advisor

Managing Partner of TruVista Wealth Advisors
Visit Jason Batchelder's website

David Sarotte

Financial Advisor

Visit David Sarotte's website

Stacy Clark

Financial Advisor

Visit Stacy Clark's website

David Mabis

CFP®

Financial Advisor

Visit David Mabis's website

Nu Tran

MBA

Financial Advisor

Visit Nu Tran's website

Walker M Wynkoop

Financial Advisor

Visit Walker M Wynkoop's website


Team

Rebecca Bommarito

Rebecca Bommarito

Client Service Coordinator

Kristen Furlotte

Kristen Furlotte

Client Service Coordinator

Joseph Vetula

Joseph Vetula

Financial Planning Specialist

Daniel Milnamow

Daniel Milnamow

Investment Manager,

CERTIFIED FINANCIAL PLANNER™ professional

Qualifications

  • CFP 1/31/2025 is the approve end date for his CFP.

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Kara Tran

Kara Tran

Client Service Coordinator