3737 Buffalo Speedway
At Intrua Financial, we treat you like family while providing you with advice that assists you in working towards financial confidence. The Intrua Financial team is comprised of specialists in business, estate and tax planning resourcing you with savvy and effective solutions to build your life. As an LPL Financial Firm, you’re connected and backed by a trustworthy network and tools.
Our leadership team helps to ensure our advisors are equipped with cutting-edge technology, tools and information so they can focus on what they do best: advising our clients
Chief Executive Officer
Senior VP, Growth Optimization
Our financial planning team of CFP® professionals have met extensive training and experience requirements. Taking a holistic, personalized approach to bring all the pieces of your financial picture together. Putting your best interests first, so they can provide you confidence today and a secure tomorrow.
Director of Financial Planning
Finding the right advisor is important. But we want to be perfectly clear, when you align with Intrua, you gain the strength of our entire organization
Director of Operations
Director of Investments
Client Service Associate
Director of Client Success
Investment Solutions- Research Assistant
Chief Compliance Officer