TruVista Wealth Advisors

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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

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Advisors

Graff Kennelly

Financial Advisor

Visit Graff Kennelly's website

David F Brazen

CRPC

Private Wealth Advisor

Managing Partner of TruVista Wealth Advisors
Visit David F Brazen's website

Kevin Hepner

MBA

Financial Advisor

Operations Director
Visit Kevin Hepner's website

Barbara Buschen

MBA

Financial Advisor

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Meg Larson

CMFA®

Financial Advisor

Operations Director
Visit Meg Larson's website

Jon Sabo

Financial Advisor

Visit Jon Sabo's website

Mitchell S Benson

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Mitchell S Benson's website

Charles Belfiori

Financial Advisor

Visit Charles Belfiori's website

Andrew Crowther

CMFA®

Associate Financial Advisor

Visit Andrew Crowther's website

Travis Smith

Associate Financial Advisor

Visit Travis Smith's website

Wallace Rutkowski

MBA, CPA

Associate Financial Advisor

Visit Wallace Rutkowski's website


Team

Angela Porter

Angela Porter

Client Service Manager

Personal Intro

Angela was a data processor for 4 years in the automotive industry before transitioning to TruVista in 2021. She is in the process of obtaining her financial licenses. She is married & they welcomed their first child in March of 2022. Her husband and 2 pups are all busy getting readyfor the new addition, but in their free time they enjoy spending time with family, watching football games & boating.

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Anthony Layne

Anthony Layne

Client Service Specialist

Ashlyn Foreman

Ashlyn Foreman

Client Concierge

Personal Intro

Ashlyn joined the TruVista Wealth Advisors Team in September of 2023 after graduating from Oakland Universities Honors College with a bachelor’s degree in marketing with a minor in Graphic Design.

Throughout her time here at TruVista, she has found a love for the events that run and cannot wait to add additional topics in the future!

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Frank D'Ascenzo

Frank D'Ascenzo

Client Service Specialist

Personal Intro

Frank is a success driven businessman who found his love for collaboration while playing football & studying Sports Management at GVSU. His passion to help others led him to become an independent Health & Life Insurance agent. He partnered in opening his own insurance agency & after 2 years in business he decided that he wanted to help his clients more. Thus he began pursuing a career as a Financial Advisor at TruVista.

Qualifications

  • Health, Life & Accident Insurance License

Roles & Responsibilities

  • As a Client Service Specialist, Frank helps to serve our clients while he continues his education.
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Michael Petee

Michael Petee

Financial Planning Analyst,

Paraplanner
Natasha Lennon, CFP

Natasha Lennon, CFP

Financial Planning Specialist

Personal Intro

Natasha earned her BS in Business Administration from MSU. After college, she earned the Certified Financial Planner designation & obtained Series 7 & insurance licenses. Natasha has been with Ameriprise since 1999 & TruVista since 2006. Natasha is happily married with 2 children. She enjoys hiking with her Bernese Mountain dog & volunteering in the community.

Qualifications

    • CERTIFIED FINANCIAL PLANNER

Roles & Responsibilities

  • As a financial planning specialist, her primary role is to prepare comprehensive financial plans and support business processing.
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