TruVista Wealth Advisors

Women face different financial considerations. You may be the primary breadwinner, run the household, take care of children and/or elderly parents all while bringing your families together. We use our exclusive Confident Retirement® approach to help our clients feel more confident about their, and their loved ones,’ financial future. We are personally invested in helping them plan for and enjoy the full and rich lives they’ve earned.


Advisors

Stacy Clark

Stacy Clark

Financial Advisor

Visit Stacy Clark'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
David Mabis

David Mabis

CFP®

Financial Advisor

Visit David Mabis'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
Nu Tran

Nu Tran

Financial Advisor

Visit Nu Tran's website
James Curtis Beachum III

James Curtis Beachum III

Financial Advisor

Visit James Curtis Beachum III's website

Team

Brynn Kemp

Brynn Kemp

Client Service Specialist

Daniel Milnamow

Daniel Milnamow

Investment Manager,

CERTIFIED FINANCIAL PLANNER™ professional
Chance Smeznik

Chance Smeznik

Financial Planning Specialist

Joseph Vetula

Joseph Vetula

Financial Planning Specialist

Rebecca Bommarito

Rebecca Bommarito

Client Service Specialist

Amber Jones

Amber Jones

Client Service Manager

Kristen Furlotte

Kristen Furlotte

Client Service Specialist