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

Jon Sabo

Financial Advisor

Visit Jon Sabo's website

David F Brazen

CRPC

Private Wealth Advisor

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

Meg Larson

CMFA®

Financial Advisor

Operations Director
Visit Meg Larson's website

Kevin Hepner

MBA

Financial Advisor

Operations Director
Visit Kevin Hepner's website

Graff Kennelly

Financial Advisor

Visit Graff Kennelly's website

Mitchell S Benson

CFP®

Financial Advisor

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

Barbara Buschen

MBA

Financial Advisor

Visit Barbara Buschen'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


Team

Natasha Lennon

Natasha Lennon

Financial Planning Specialist,

Paraplanner

Qualifications

  • CFP
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Carol Fisher

Carol Fisher

Client Service Coordinator

Angela Porter

Angela Porter

Client Service Manager

Frank D'Ascenzo

Frank D'Ascenzo

Client Service Specialist