TEAM
ADVISORY TEAM
Christopher Sleight
Founder, Financial Planner
Wealth manager providing comprehensive financial planning and investment management to high net worth individuals, families, and business owners to achieve their long-term financial goals.
Nicholas Gyeszat, CFP®, CIMA®
Managing Director, Financial Planner
He empowers Gen X / Gen Y professionals and entrepreneurs to confidently manage their finances and achieve long-term financial success through personalized financial planning strategies.
David Berns
Financial Planner
Retirement income strategist assisting pre-retirees and retirees in creating a sustainable income stream to support a comfortable retirement, via comprehensive financial planning, social security optimization and income generating strategies.
TRUADVICE, LLC
Bonnie Anderson
Director of Operations
Bianca Sleight
Director of Marketing and Events
Renee' Sleight
Client Relations Manager
Samantha Logsden
Relationship Manager, Trader
Ross Taylor
Head Trader and Senior Database Administrator
Savannah Sleight
Administrative Assistant
COMPLIANCE
Dan Hushek