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.


Advisors

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

Meg Larson

CEPA®, 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

Graff Kennelly

Financial Advisor

Visit Graff Kennelly's website

Charles Belfiori

Financial Advisor

Visit Charles Belfiori's website

Barbara Buschen

MBA

Financial Advisor

Visit Barbara Buschen's website

Andrew Crowther

CMFA®

Associate Financial Advisor

Visit Andrew Crowther's website


Team

Natasha Lennon

Natasha Lennon

Financial Planning Specialist