PVA Wealth Advisors

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

David Virt

David Virt

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit David Virt's website
Anthony Gerardot

Anthony Gerardot

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Anthony Gerardot's website
Mason Boling

Mason Boling

Financial Advisor

Visit Mason Boling's website
Patrick M Maher

Patrick M Maher

Financial Advisor

Visit Patrick M Maher's website

Team

Vicki Wood

Vicki Wood

Operations Specialist

Roles & Responsibilities

  • Vicki is our office management resource. She works with the advisors on business management.
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Holly Duzan

Holly Duzan

Client Service Specialist

Roles & Responsibilities

  • Holly is our primary client support resource. She works closely with the advisors and all clients.
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Daniel Pugh

Daniel Pugh

Paraplanner

Roles & Responsibilities

  • Daniel is a research and client service resource. He works closely with the advisors on client strategies.
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