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TEAM

ADVISORY TEAM

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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.

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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.

Mike Murray

Financial Planner

He specializes in financial planning, investments, and retirement planning. Helping individuals, families, and successful business owners with all their financial and retirement needs.

TRUADVICE, LLC

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Bonnie Anderson

Director of Operations

Bianca Sleight

Director of Marketing and Events

Renee' Sleight

Client Relations Manager

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Samantha Gyeszat

Relationship Manager, Trader

Ross Taylor

Head Trader and Senior Database Administrator

Savannah Sleight

Administrative Assistant

COMPLIANCE

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Dan Hushek

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