The Team

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.

Our Advisors

Robert E Thrift Jr

Robert E Thrift Jr

Financial Advisor

More about me...

Top Areas of Focus

  • Retirement Income Strategies
  • Insurance
  • Investments

Education

Bachelors of Finance | University of Central Florida, 1993

VISIT MY WEBSITE

Russell Wilson

Russell Wilson

Financial Advisor

More about me...

Designations

AWMA®, AAMS®, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Insurance

VISIT MY WEBSITE

Mark Hopler

Mark Hopler

Financial Advisor

More about me...

Designations

CFP®, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Family Finances

Education

Bachelors of Arts, University Of Massachusetts, MIS, 2002

VISIT MY WEBSITE

Our Staff

Rachel Harris

Rachel Harris

Financial Planning Specialist

More about me...

Qualifications

  • Professional violinist - Florida Symphony & Naples Philharmonic, 1989-1994
  • Budgeting Manager - Penguin Publishing, 11998-2014
  • At Ameriprise since 2015

Roles & Responsibilities

  • Rachel is responsible for the input of client data, and implementation of financial plans.
Jenny Baez-Galyon

Jenny Baez-Galyon

Operations Manager

More about me...

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.
Kaylyn Reinhold

Kaylyn Reinhold

Business Development Manager

Marketing Manager
More about me...

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.
Paula Hazlett

Paula Hazlett

Paraplanner

More about me...

Qualifications

  • Life, Health and Variable Annuities Licensed
  • Series 7 License

Roles & Responsibilities

  • Paula is responsible for supporting the investment research and trading aspects of our investment management program.
  • She is also involved in the submission of business for new and existing clients, and the preparation of our financial advisory services.