TruVista Wealth Advisors

Our goal is to help our clients lead meaningful and empowered lives by providing outstanding service and customized advice.

Our clients are more than just a number - they are our friends, our family, and our reason for being advisors. We’ve served across generations of clients, in all financial situations. We want to help Americans in any stage of their life find greater financial confidence.

close

Team photo for TruVista Wealth Advisors

Advisors

Advisor photo for David F Brazen

David F Brazen

CRPC

Private Wealth Advisor

Managing Partner of TruVista Wealth Advisors
Visit David F Brazen's website
Advisor photo for Kevin Hepner

Kevin Hepner

MBA

Financial Advisor

Operations Director
Visit Kevin Hepner's website
Advisor photo for Meg Larson

Meg Larson

CMFA®

Financial Advisor

Operations Director
Visit Meg Larson's website
Advisor photo for Graff Kennelly

Graff Kennelly

Financial Advisor

Visit Graff Kennelly's website
Advisor photo for Mitchell S Benson

Mitchell S Benson

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Mitchell S Benson's website
Advisor photo for Jon Sabo

Jon Sabo

Financial Advisor

Visit Jon Sabo's website
Advisor photo for Barbara Buschen

Barbara Buschen

MBA

Financial Advisor

Visit Barbara Buschen's website
Advisor photo for Charles Belfiori

Charles Belfiori

Financial Advisor

Visit Charles Belfiori's website
Advisor photo for Andrew Crowther

Andrew Crowther

CMFA®

Associate Financial Advisor

Visit Andrew Crowther's website
Advisor photo for Travis Smith

Travis Smith

Associate Financial Advisor

Visit Travis Smith's website


Team

Natasha Lennon

Natasha Lennon

Financial Planning Specialist

Personal Intro

Natasha earned her BS in Business Administration from MSU. After college, she earned the Certified Financial Planner designation & obtained Series 7 & insurance licenses. Natasha has been with Ameriprise since 1999 & TruVista since 2006. Natasha is happily married with 2 children. She enjoys hiking with her Bernese Mountain dog & volunteering in the community.

Qualifications

  • CERTIFIED FINANCIAL PLANNER

Roles & Responsibilities

  • As a financial planning specialist, her primary role is to prepare comprehensive financial plans and oversee the financial planning workflow.
View more
Angela Porter

Angela Porter

Client Service Manager

Frank D'Ascenzo

Frank D'Ascenzo

Client Service Specialist

Ashlyn Foreman

Ashlyn Foreman

Client Concierge

Anthony Layne

Anthony Layne

Client Service Specialist

Michael Petee

Michael Petee

Financial Planning Analyst,

Paraplanner