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Our Team

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A dedicated team of professionals involved beyond the expected.

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 strategies, resourcing you with effective approaches to build your life. 

Leadership Team

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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

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Mitch  Wood

Mitch Wood

President

Courtney Garner

Courtney Garner, CFP®

Director of Financial Planning

Jessi Ayrer

Jessi Ayrer

Director of Client Service

Joy McCormack

Joy McCormack

Director of Advisor Success

Samuel Lawhon CFS®

Samuel Lawhon CFS®

Director of Investments

Financial Planning Team

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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.
Acting in your best interests first, so they can provide you confidence today and an independent tomorrow.

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Investment Team

Andre  Fiorito

Andre Fiorito

Research Analyst

Dylan Clark

Dylan Clark

Portfolio Administrator

JL Bell

JL Bell

Technology Specialist

Service Team

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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

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Amanda Reichert

Amanda Reichert

Client Service Associate

Brian Kaye

Brian Kaye

Service Associate

Cherise  Arnold

Cherise Arnold

Client Service Associate

Iliana Barrera

Iliana Barrera

Client Service Associate

Jenny Leishman

Jenny Leishman

Operations Coordinator

Laina Voong

Laina Voong

Client Service Associate

Marnie Leishman

Marnie Leishman

Marketing Specialist

Steph Melendez

Steph Melendez

Client Service Associate