
Meet the Team
Learn more about the people who drive LVW’s success and unlock your financial potential
Leadership
Lori Van Dusen, CIMA®
CEO, Founder
Joseph P. Zappia, CIMA®
Chief Compliance Officer, Co-Chief Investment Officer, Principal
Jeffrey R. Wagner, MBA
Senior Partner, Principal
Richard Van Kuren, CFA®
Senior Partner, Director of Research
Team
Abigail L. Adams
Director of Trading & Advisory Operations
Allison Bell
Client Account Manager
Andrea Kaufman
Senior Client Service Associate
Ashley Tichacek
Client Service Associate
Brant Crouse
Portfolio Specialist
Cassandra Luster
Director of HR & Client Services
Chris Van Buren, CFP®, CPWA®
Private Wealth Advisor
Jessica Kramer
Senior Operations Analyst
Jonathan Thomas, CFP®
Private Wealth Advisor
Kim DeWitt
Trading Specialist
Michelle Webb
Office Manager
Molly Breen
Director of Compliance & Business Integration
Paul Salvetti, CFA®
Institutional Consultant, Manager of Research