Our mission is to excel at partnering with our clients and their families, to help them confidently set and achieve life goals, protect assets, and ultimately leave the legacy of their choosing.
CFP®
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.
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.
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.
Health, Life & Accident Insurance License
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!
Let's meet to discuss what's most important to you.
Please do not submit account or other confidential information via this form.
At Ameriprise Financial, we’re committed to protecting your privacy and online security. To learn more, view our Privacy Notices on the Ameriprise.com Privacy, Security & Fraud Center. We will only use the information you are providing to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts.
Your request has been successfully submitted.
We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us.
Your message was not sent.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Ameriprise Financial cannot guarantee future financial results.
This offer is only valid in the United States.
corporate entities and important disclosures | terms of use | privacy and security center | about email fraud
Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2024 Ameriprise Financial, Inc. All rights reserved.
All fields are required.
When you refer us, the person you refer will receive an email with a link to our website. From there, they can learn more about what it’s like to work with us and reach out for a complimentary initial consultation, if they choose. We will receive your contact’s information and may reach out to them directly.
Your referral will hear from us soon. Feel free to let them know in advance that we will be reaching out.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. Privacy and Security Center, Online Security Guarantee and About Email Fraud.
© 2005 - 2024 Ameriprise Financial, Inc.