Latitude Wealth Advisory

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

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Team photo for Latitude Wealth Advisory
Team photo for Latitude Wealth Advisory

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Advisors

Brett Vandervort

APMA®

Financial Advisor

Visit Brett Vandervort's website

David Provenzano

MBA, CFP®, APMA®

Private Wealth Advisor

Business Financial Advisor
Visit David Provenzano's website

Mike Purzner

APMA®

Private Wealth Advisor

Visit Mike Purzner's website

Lorianne Williams

BFA, APMA®

Financial Advisor

Behavioral Financial Advisor
Visit Lorianne Williams's website


Team

Angie Barnes

Angie Barnes

Paraplanner

Chandler Cullip

Chandler Cullip

Administrative Assistant

Kristal Briggs

Kristal Briggs

Operations Manager

Liz Boyd

Liz Boyd

Administrative Assistant

Stacey Davis

Stacey Davis

Paraplanner,

Financial Planning Analyst