The Team

Virtus Wealth Advisors

Do you ever wonder how you will generate income in retirement? Our practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, our goal is to help clients build and protect their income during their working years and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow — so they can live the retirement they’ve earned and deserve.

Our Advisors

Steven Merenda

Steven Merenda

Private Wealth Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Insurance

Education

Bachelor of Science, 1987, Business Administration , UCF

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Mark Hopler

Mark Hopler

Financial Advisor

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Designations

CFP®, CRPC®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Family Finances

Education

Bachelors of Arts, University Of Massachusetts, MIS, 2002

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Our Staff

Jenny Baez-Galyon

Jenny Baez-Galyon

Operations Manager

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Qualifications

  • Bachelors of Arts - University of Puerto Rico, 1994
  • With Ameriprise since 2001

Roles & Responsibilities

  • Jenny is responsible for the processing of all business paperwork and applications, as well as operations within the office.
Kaylyn Reinhold

Kaylyn Reinhold

Business Development Manager

Marketing Manager
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Qualifications

  • Life, Health and Variable Annuities Licensed
  • Florida Notary Public

Roles & Responsibilities

  • Kaylyn is responsible for the brand representation and business development of the company.
  • She also handles all event planning, as well as marketing and social media relations.

Nathaniel Frecks

Client Relationship Manager

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Roles & Responsibilities

  • Nathaniel "Nate" serves as our Client Relationship Manager. He is responsible for the input of client data and the implementation of financial plans.
  • If you would like to update your financial plan, or estate documents, Nate will be able to assist you.
Paula Hazlett

Paula Hazlett

Paraplanner

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Qualifications

  • Series 7

Roles & Responsibilities

  • Paula is responsible for assisting with client support, money movement and portfolio management for the team.