Skip to content

Our Team

Learn more about the people who make LVW what it is

Our Core Values

Excellence

We seek to deliver the highest quality in everything we do.

We strive to excel in every aspect of our business to ensure consistent delivery of relevant solutions and unsurpassed client service.

Integrity

We uphold the highest standards of honesty and have strong moral principles in all of our actions.

Collaboration

We work together as a team, across boundaries, to meet the needs of our clients and to support each other in being our BEST.

Respect

We empower our people, encourage their development, and reward their performance and accomplishments.

Personal Accountability

We take ownership of ourselves, and our commitments and actions.

We say what we do, and we do what we say.

Enrichment

We are both a learning team and a teaching team.

We continuously seek opportunities for both self-improvement and for enhancing the lives of others throughout the communities in which we live and work.

Empathy

“We seek first to understand. Then to be understood,” as stated by Stephan Covey.

We put ourselves in other’s shoes.

Leadership

Lori Van Dusen, CIMA®
CEO, Founder
Joseph P. Zappia, CIMA®
Chief Compliance Officer, Co-Chief Investment Officer, Principal
Kim Pugliese, MBA
Chief Operating Officer, Managing Partner

Team

Abigail L. Adams
Director of Operations
Sarah Bass
Assistant Office Manager, Notary Public
Molly Breen
Compliance Manager
Brant Crouse
Research Associate, Institutional Reporting Analyst
Kim DeWitt
Client Operations Specialist
Daniel LaCrosse
Client Associate
Kaylee Glidden 
Operations Analyst
Cassandra (Cassie) Luster
Client Service Manager, Senior Client Associate
Paul Salvetti, CFA®
Institutional Consultant, Manager of Research
Jonathan Thomas, CFP®
Private Wealth Advisor
Chris Van Buren, CFP®, CPWA®
Private Wealth Advisor
Richard Van Kuren, CFA®
Senior Partner
Jeffrey R. Wagner, MBA
Senior Partner