TruVista Wealth Advisors

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

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Advisors

David Sarotte

Financial Advisor

Visit David Sarotte'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

Stacy Clark

Financial Advisor

Visit Stacy Clark's website

David Mabis

CFP®

Financial Advisor

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Nu Tran

MBA

Financial Advisor

Visit Nu Tran's website

Chance Smeznik

Financial Advisor

Visit Chance Smeznik's website

Walker M Wynkoop

Financial Advisor

Visit Walker M Wynkoop's website


Team

Kristen Furlotte

Kristen Furlotte

Client Service Coordinator

Daniel Milnamow, CFP®

Daniel Milnamow, CFP®

Investment Manager

Qualifications

  • CFP®

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Joseph Vetula

Joseph Vetula

Financial Planning Specialist

Rebecca Bommarito

Rebecca Bommarito

Client Service Coordinator

Kara Tran

Kara Tran

Client Service Coordinator