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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
Allison (Allie) Bell
Senior Client Service Associate
Ashley Sullivan
Private Wealth Advisor
Brant Crouse
Portfolio Specialist
Cassandra (Cassie) Luster
Client Service Manager, Senior Client Service Associate
Cheryle Kulikowski
Executive Assistant to Lori Van Dusen
Chris Van Buren, CFP®, CPWA®
Private Wealth Advisor
Jeffrey R. Wagner, MBA
Senior Partner
Jonathan Thomas, CFP®
Private Wealth Advisor
Kaylee Glidden 
Senior Operations Analyst
Kim DeWitt
Trading Specialist
Michelle Webb
Office Manager
Molly Breen
Compliance Manager
Nicholas (Nick) Mezzoprete
Operations Analyst
Paul Salvetti, CFA®
Institutional Consultant, Manager of Research
Rachel Atkinson
Client Service Associate
Richard Van Kuren, CFA®
Senior Partner