Our mission is to excel at partnering with our clients and their families, to help them confidently set and achieve life goals, protect assets, and ultimately leave the legacy of their choosing.


Our advisors

Advisor photo for David F Brazen

David F Brazen

CRPC

Private Wealth Advisor

Managing Partner of TruVista Wealth Advisors
Learn more about David F Brazen Visit David F Brazen's website
Advisor photo for Eric Furlotte

Eric Furlotte

CFP®, CRPC

Private Wealth Advisor

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

Jason Batchelder

Financial Advisor

Managing Partner of TruVista Wealth Advisors
Learn more about Jason Batchelder Visit Jason Batchelder's website
Advisor photo for Meg Larson

Meg Larson

CMFA®

Financial Advisor

Operations Director
Learn more about Meg Larson Visit Meg Larson's website
Advisor photo for Kevin Hepner

Kevin Hepner

MBA

Financial Advisor

Operations Director
Learn more about Kevin Hepner Visit Kevin Hepner's website
Advisor photo for Mitchell S Benson

Mitchell S Benson

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Mitchell S Benson Visit Mitchell S Benson's website
Advisor photo for David Mabis

David Mabis

CFP®

Financial Advisor

Learn more about David Mabis Visit David Mabis's website
Advisor photo for Andrew Crowther

Andrew Crowther

CMFA®

Associate Financial Advisor

Learn more about Andrew Crowther Visit Andrew Crowther's website


Our team

Kristen Furlotte

Kristen Furlotte

Client Service Coordinator

Daniel Milnamow

Daniel Milnamow

Investment Manager

Natasha Lennon, CFP

Natasha Lennon, CFP

Financial Planning Specialist

Personal Intro

Natasha earned her BS in Business Administration from MSU. After college, she earned the Certified Financial Planner designation & obtained Series 7 & insurance licenses. Natasha has been with Ameriprise since 1999 & TruVista since 2006. Natasha is happily married with 2 children. She enjoys hiking with her Bernese Mountain dog & volunteering in the community.

Qualifications

    • CERTIFIED FINANCIAL PLANNER

Roles & Responsibilities

  • As a financial planning specialist, her primary role is to prepare comprehensive financial plans and support business processing.
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Amber Jones

Amber Jones

Client Service Manager

Joseph Vetula

Joseph Vetula

Financial Planning Specialist

Johanna VanLandegent

Johanna VanLandegent

Client Service Coordinator

Rebecca Bommarito

Rebecca Bommarito

Client Service Coordinator

Angela Porter

Angela Porter

Client Service Manager

Personal Intro

Angela was a data processor for 4 years in the automotive industry before transitioning to TruVista in 2021. She is in the process of obtaining her financial licenses. She is married & they welcomed their first child in March of 2022. Her husband and 2 pups are all busy getting readyfor the new addition, but in their free time they enjoy spending time with family, watching football games & boating.

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Frank D'Ascenzo

Frank D'Ascenzo

Client Service Specialist

Personal Intro

Frank is a success driven businessman who found his love for collaboration while playing football & studying Sports Management at GVSU. His passion to help others led him to become an independent Health & Life Insurance agent. He partnered in opening his own insurance agency & after 2 years in business he decided that he wanted to help his clients more. Thus he began pursuing a career as a Financial Advisor at TruVista.

Qualifications

  • Health, Life & Accident Insurance License

Roles & Responsibilities

  • As a Client Service Specialist, Frank helps to serve our clients while he continues his education.
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Ashlyn Foreman

Ashlyn Foreman

Client Concierge

Anthony Layne

Anthony Layne

Client Service Specialist

Michael Petee

Michael Petee

Financial Planning Analyst,

Paraplanner
Hillary Walker

Hillary Walker

Client Service Coordinator