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.

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

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Advisors

Advisor photo for Stacy Clark

Stacy Clark

Financial Advisor

Visit Stacy Clark's website
Advisor photo for David Mabis

David Mabis

CFP®

Financial Advisor

Visit David Mabis's website
Advisor photo for Eric Furlotte

Eric Furlotte

CFP®, CRPC

Private Wealth Advisor

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

Jason Batchelder

Financial Advisor

Managing Partner of TruVista Wealth Advisors
Visit Jason Batchelder's website
Advisor photo for Walker M Wynkoop

Walker M Wynkoop

Financial Advisor

Visit Walker M Wynkoop's website
Advisor photo for Nu Tran

Nu Tran

Financial Advisor

Visit Nu Tran's website
Advisor photo for Chance Smeznik

Chance Smeznik

Financial Advisor

Visit Chance Smeznik's website
Advisor photo for David Sarotte

David Sarotte

Financial Advisor

Visit David Sarotte's website


Team

Johanna VanLandegent

Johanna VanLandegent

Client Service Coordinator

Daniel Milnamow

Daniel Milnamow

Investment Manager,

CERTIFIED FINANCIAL PLANNER™ professional

Qualifications

  • Certified Financial Planner

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Joseph Vetula

Joseph Vetula

Financial Planning Specialist

Rebecca Bommarito

Rebecca Bommarito

Client Service Coordinator

Amber Jones

Amber Jones

Client Service Manager

Kristen Furlotte

Kristen Furlotte

Client Service Coordinator

Hillary Walker

Hillary Walker

Client Service Coordinator

Kara Tran

Kara Tran

Client Service Coordinator