Tru Insight Wealth Advisors

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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Team photo for Tru Insight Wealth Advisors
Team photo for Tru Insight Wealth Advisors

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Advisors

Christian Thomas

Financial Advisor

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Robert Potter

CFP®, CRPC, MS

Private Wealth Advisor

Managing Director of Tru Insight Wealth Advisors
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Vadim Matatov

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Visit Vadim Matatov's website

Beth Lappin

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Visit Beth Lappin's website

Scott Van Overmeer

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
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Zeina Robinson

CFP®, MBA

Financial Advisor

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Hunter Chappell

Financial Advisor

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Austin Burcar

CRPC

Financial Advisor

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Team

Danielle Jenkins

Danielle Jenkins

Client Service Coordinator

Roles & Responsibilities

  • Client Service & Scheduling
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Ellen Morency

Ellen Morency

Operations Manager

Erin O'Hara-Vedolich

Erin O'Hara-Vedolich

Client Concierge

MaCara Moffit

MaCara Moffit

Administrative Assistant

Roles & Responsibilities

  • Business Processor
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