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.
CFP®
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.
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.
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.
Health, Life & Accident Insurance License
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