PVA Wealth Advisors

Advisors

Brian Austin

Brian Austin

CFP®, RFC®, APMA®, CKA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
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Anthony Gerardot

Anthony Gerardot

CFP®, APMA®, CKA®

Financial Advisor

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

Mason Boling

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Mason Boling'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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Julie Buchtenkirch

Julie Buchtenkirch

Client Service Coordinator

Roles & Responsibilities

  • Julie is our first line of contact for our clients. She provides support to our clients and our whole team practice.
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