TruVista Wealth Advisors

It’s never too early to begin thinking about leaving a legacy. We provide our clients personalized advice that’s consistent with their dreams and values — for today and tomorrow — and helps them pass on to their loved ones what’s important. It’s a personal and often complex process, but well worth the effort. With our experience in estate planning strategies and our exclusive Confident Retirement® approach, we help guide our clients through their options and learn how decisions could impact their entire financial situation.


Advisors

Nu Tran

Nu Tran

Financial Advisor

Visit Nu Tran's website
Eric Furlotte

Eric Furlotte

CFP®, CRPC®

Private Wealth Advisor

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

Jason Batchelder

Financial Advisor

Managing Partner of TruVista Wealth Advisors
Visit Jason Batchelder's website
David Sarotte

David Sarotte

Financial Advisor

Visit David Sarotte's website
James Curtis Beachum III

James Curtis Beachum III

Financial Advisor

Visit James Curtis Beachum III's website
Donald J Paulson

Donald J Paulson

CFP®, ChFC®, CLU®

Private Wealth Advisor

Managing Partner of TruVista Wealth Advisors
Visit Donald J Paulson's website
Stacy Clark

Stacy Clark

Financial Advisor

Visit Stacy Clark's website
David Mabis

David Mabis

CFP®

Financial Advisor

Visit David Mabis's website

Team

Kristen Furlotte

Kristen Furlotte

Client Service Specialist

Daniel Milnamow

Daniel Milnamow

Investment Manager

Donald Smeznik

Donald Smeznik

Financial Planning Specialist

Joseph Vetula

Joseph Vetula

Financial Planning Specialist

Amber Jones

Amber Jones

Client Service Manager

Rebecca Bommarito

Rebecca Bommarito

Client Service Specialist

Brynn Kemp

Brynn Kemp

Client Service Specialist