Latitude Wealth Advisory

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.


Advisors

Advisor photo for Lorianne Williams

Lorianne Williams

BFA, APMA®

Financial Advisor

Behavioral Financial Advisor
Visit Lorianne Williams's website
Advisor photo for David Provenzano

David Provenzano

MBA, CFP®, APMA®

Private Wealth Advisor

Business Financial Advisor
Visit David Provenzano's website
Advisor photo for Mike Purzner

Mike Purzner

APMA®

Private Wealth Advisor

Visit Mike Purzner's website
Advisor photo for Brett Vandervort

Brett Vandervort

APMA®

Financial Advisor

Visit Brett Vandervort's website
Advisor photo for Trisch Mapel

Trisch Mapel

Financial Advisor

Visit Trisch Mapel's website


Team

Chandler Cullip

Chandler Cullip

Administrative Assistant

Stacey Davis

Stacey Davis

Paraplanner,

Financial Planning Analyst
Kristal Briggs

Kristal Briggs

Operations Manager

Angie Barnes

Angie Barnes

Paraplanner

Liz Boyd

Liz Boyd

Administrative Assistant

Will Reece

Will Reece

Executive Assistant