Tru Insight Wealth Advisors

You are not just another face in the crowd.

You are unique and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you.

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. Working together, I can help you feel more confident, connected, and in control of your financial life.

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Team photo for Tru Insight Wealth Advisors
Team photo for Tru Insight Wealth Advisors

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Advisors

Advisor photo for Beth Lappin

Beth Lappin

CRPC

Private Wealth Advisor

Visit Beth Lappin's website
Advisor photo for Scott Van Overmeer

Scott Van Overmeer

CRPC

Financial Advisor

Visit Scott Van Overmeer's website
Advisor photo for Zeina Robinson

Zeina Robinson

CFP®, MBA

Financial Advisor

Visit Zeina Robinson's website
Advisor photo for Vadim Matatov

Vadim Matatov

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Visit Vadim Matatov's website
Advisor photo for Hunter Chappell

Hunter Chappell

Financial Advisor

Visit Hunter Chappell's website


Team

Danielle Jenkins

Danielle Jenkins

Client Service Coordinator

Roles & Responsibilities

  • Client Service & Scheduling
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Ellen Morency

Ellen Morency

Operations Manager

Qualifications

  • Over fifteen years in financial services.
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MaCara Moffit

MaCara Moffit

Administrative Assistant

Roles & Responsibilities

  • Business Processor
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Amanda Smith

Amanda Smith

Paraplanner

Erin O'hara-Vedolich

Erin O'hara-Vedolich

Client Concierge

Personal Intro

BA in Communications from Michigan State University

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