Latitude Wealth Advisory

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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

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Advisors

Advisor photo for Brett Vandervort

Brett Vandervort

APMA®

Financial Advisor

Visit Brett Vandervort's website
Advisor photo for David Provenzano

David Provenzano

MBA, CFP®, APMA®

Private Wealth Advisor

Business Financial Advisor
Visit David Provenzano's website
Advisor photo for Mike Purzner

Mike Purzner

APMA®

Private Wealth Advisor

Visit Mike Purzner's website
Advisor photo for Lorianne Williams

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