TruVista Wealth Advisors

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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

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Advisors

Advisor photo for Graff Kennelly

Graff Kennelly

Financial Advisor

Visit Graff Kennelly's website
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

Managing Partner of TruVista Wealth Advisors
Visit Kevin Hepner's website
Advisor photo for Meg Larson

Meg Larson

CEPA®, CMFA®

Financial Advisor

Managing Partner of TruVista Wealth Advisors
Visit Meg Larson's website
Advisor photo for Jon Sabo

Jon Sabo

Financial Advisor

Visit Jon Sabo'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 Charles Belfiori

Charles Belfiori

Financial Advisor

Visit Charles Belfiori's website
Advisor photo for Andrew Crowther

Andrew Crowther

CMFA®

Financial Advisor

Visit Andrew Crowther's website


Team

Angela Porter

Angela Porter

Client Concierge

Personal Intro

Angela was a data processor for 4 years in the automotive industry before transitioning to TruVista in 2021. She is in the process of obtaining her financial licenses. She is married & they welcomed their first child in March of 2022. Her husband and 2 pups are all busy getting readyfor the new addition, but in their free time they enjoy spending time with family, watching football games & boating.

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Anthony Layne

Anthony Layne

Paraplanner

Ashlyn Foreman

Ashlyn Foreman

Marketing Specialist,

Event Planner

Personal Intro

Ashlyn joined the TruVista Wealth Advisors Team in September of 2023 after graduating from Oakland University's Honors College with a bachelor’s degree in marketing with a minor in Graphic Design.

Throughout her time here at TruVista, she has found a love for the events that run and cannot wait to add additional topics in the future!

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Darren Welch

Darren Welch

Client Service Specialist

Evan Hays

Evan Hays

Intern

Michael Petee

Michael Petee

Financial Planning Analyst,

Paraplanner