TruVista Wealth Advisors

Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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

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Advisors

Advisor photo for David F Brazen

David F Brazen

CRPC™

Private Wealth Advisor

Managing Partner of TruVista Wealth Advisors
Visit David F Brazen's website
Advisor photo for Kevin Hepner

Kevin Hepner

MBA

Financial Advisor

Managing Partner of TruVista Wealth Advisors
Visit Kevin Hepner's website
Advisor photo for Meg Larson

Meg Larson

CEPA®, CMFA®

Financial Advisor

Managing Partner of TruVista Wealth Advisors
Visit Meg Larson's website
Advisor photo for Graff Kennelly

Graff Kennelly

Financial Advisor

Visit Graff Kennelly's website
Advisor photo for Mitchell S Benson

Mitchell S Benson

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Mitchell S Benson's website
Advisor photo for Jon Sabo

Jon Sabo

Financial Advisor

Visit Jon Sabo's website
Advisor photo for Charles Belfiori

Charles Belfiori

Financial Advisor

Visit Charles Belfiori's website


Team

Angela Porter

Angela Porter

Client Concierge

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

Paraplanner

Ashlyn Foreman

Ashlyn Foreman

Marketing Specialist,

Event Planner

Personal Intro

Ashlyn joined the TruVista Wealth Advisors Team in September of 2023 after graduating from Oakland University's 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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Michael Petee

Michael Petee

Financial Planning Analyst,

Paraplanner