Virtus Wealth Advisors

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly—today and in the future.


Advisors

Russell Wilson

Russell Wilson

Financial Advisor

Visit Russell Wilson's website
Mark Hopler

Mark Hopler

Financial Advisor

Visit Mark Hopler's website

Team

Jenny Baez-Galyon

Jenny Baez-Galyon

Operations Manager

Qualifications

  • Bachelors of Arts - University of Puerto Rico (Mayaguez), 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.
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Kaylyn Reinhold

Kaylyn Reinhold

Business Development Manager,

Marketing Manager

Qualifications

  • Behavioral Financial Advisor
  • Life, Health and Variable Annuities Licensed
  • Florida Notary Public

Roles & Responsibilities

  • Kaylyn is a Behavioral Finacnial Advisor, and 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.
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Nathaniel Frecks

Client Relationship Manager

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.
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Paula Hazlett

Paula Hazlett

Paraplanner

Qualifications

  • Series 7

Roles & Responsibilities

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