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Our Team

Learn more about the people who make LVW what it is

Our Core Values


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.


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


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


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.


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.


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

We put ourselves in other’s shoes.


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


Abigail L. Adams
Director of Operations
Sarah Bass
Assistant Office Manager, Notary Public
Molly Breen
Compliance Manager
Brant Crouse
Portfolio Specialist
Kim DeWitt
Trading Specialist
Daniel LaCrosse
Client Service Associate
Kaylee Glidden 
Senior Operations Analyst
Cassandra (Cassie) Luster
Client Service Manager, Senior Client Service 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