TruVista Wealth Advisors

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


close

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

View Larger


Advisors

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 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 Graff Kennelly

Graff Kennelly

Financial Advisor

Visit Graff Kennelly's website
Advisor photo for Kevin Hepner

Kevin Hepner

MBA

Financial Advisor

Operations Director
Visit Kevin Hepner'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 Meg Larson

Meg Larson

CMFA®

Financial Advisor

Operations Director
Visit Meg Larson'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, CFP

Natasha Lennon, CFP

Financial Planning Specialist,

Paraplanner
Carol Fisher

Carol Fisher

Client Service Coordinator

Angela Porter

Angela Porter

Client Service Manager

Frank D'Ascenzo

Frank D'Ascenzo

Client Service Specialist