The Team

PVA Wealth Advisors
Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

David Virt

David Virt

Private Wealth Advisor

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Designations

CFP®, ChFC®, APMA®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

Education

Bachelor of Science Degree, ITT, Indianapolis IN
CA Insurance #0C08789

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Anthony Gerardot

Anthony Gerardot

Financial Advisor

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Designations

CFP®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Small Business
  • Business Retirement Plans

Education

Bachelor of Arts, Chemistry and Psychology; Indiana University, Bloomington

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Mason Boling

Mason Boling

Financial Advisor

Our Staff

Vicki Wood

Vicki Wood

Operations Specialist

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Roles & Responsibilities

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

Holly Duzan

Client Service Specialist

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Roles & Responsibilities

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

Cheryl Harris

Client Service Coordinator

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Roles & Responsibilities

  • Cheryl is our receptionist. She schedules client appointments and provides general administrative support.
Daniel Pugh

Daniel Pugh

Client Service Coordinator

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Roles & Responsibilities

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