TruVista Wealth Advisors

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Team photo for TruVista Wealth Advisors
Team photo for TruVista Wealth Advisors

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Advisors

Advisor photo for David Sarotte

David Sarotte

Financial Advisor

Visit David Sarotte's website
Advisor photo for Eric Furlotte

Eric Furlotte

CFP®, CRPC

Private Wealth Advisor

Managing Partner of TruVista Wealth Advisors
Visit Eric Furlotte's website
Advisor photo for Jason Batchelder

Jason Batchelder

Financial Advisor

Managing Partner of TruVista Wealth Advisors
Visit Jason Batchelder's website
Advisor photo for Stacy Clark

Stacy Clark

Financial Advisor

Visit Stacy Clark's website
Advisor photo for David Mabis

David Mabis

CFP®

Financial Advisor

Visit David Mabis's website
Advisor photo for Nu Tran

Nu Tran

Financial Advisor

Visit Nu Tran's website
Advisor photo for Chance Smeznik

Chance Smeznik

Financial Advisor

Visit Chance Smeznik's website
Advisor photo for Walker M Wynkoop

Walker M Wynkoop

Financial Advisor

Visit Walker M Wynkoop's website


Team

Kristen Furlotte

Kristen Furlotte

Client Service Coordinator

Daniel Milnamow

Daniel Milnamow

Investment Manager,

CERTIFIED FINANCIAL PLANNER™ professional

Personal Intro

CFP CE ends 1-31-2025

Qualifications

  • CFP

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Joseph Vetula

Joseph Vetula

Financial Planning Specialist

Amber Jones

Amber Jones

Client Service Manager

Rebecca Bommarito

Rebecca Bommarito

Client Service Coordinator

Kara Tran

Kara Tran

Client Service Coordinator

Hillary Kortz

Hillary Kortz

Client Service Coordinator

Johanna VanLandegent

Johanna VanLandegent

Client Service Coordinator