TruVista Wealth Advisors

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Kevin Hepner

Kevin Hepner

MBA

Financial Advisor

Operations Director
Visit Kevin Hepner's website
David F Brazen

David F Brazen

CRPC®

Private Wealth Advisor

Managing Partner of TruVista Wealth Advisors
Visit David F Brazen's website
Meg Brandt

Meg Brandt

Financial Advisor

Operations Director
Visit Meg Brandt's website
Graff Kennelly

Graff Kennelly

Financial Advisor

Visit Graff Kennelly's website
Mitchell S Benson

Mitchell S Benson

CFP®

Financial Advisor

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

Jon Sabo

Financial Advisor

Visit Jon Sabo's website
Barbara Buschen

Barbara Buschen

MBA

Financial Advisor

Visit Barbara Buschen's website
Jeffrey Lynn

Jeffrey Lynn

MBA

Financial Advisor

Visit Jeffrey Lynn's website
Charles Belfiori

Charles Belfiori

Financial Advisor

Visit Charles Belfiori's website
Denise A Steffen

Denise A Steffen

Financial Advisor

Visit Denise A Steffen's website
Andrew Crowther

Andrew Crowther

Financial Advisor

Client Service Manager
Visit Andrew Crowther's website

Team

Natasha Lennon, CFP

Natasha Lennon, CFP

Financial Planning Specialist,

Paraplanner
Kelly Cochell

Kelly Cochell

Marketing Specialist

Carol Fisher

Carol Fisher

Client Service Coordinator

Michael Petee

Michael Petee

Paraplanner

Patryk Bies

Patryk Bies

Client Service Specialist