Wealth Advisor
Compassion International is a Christian humanitarian aid child sponsorship organization to the development of children living in poverty.
I’ve been fortunate to have spent my career thus far serving non-profit organizations. It has been such a profound honor to experience the generosity and goodness of the human spirit through this work. Over the years, I developed an interest in investing, which has become a full-on passion. It became a natural transition to serve people with their investment and planning needs in the next phase of my career. I love the planning first focus at Avaii. I’ve met with numerous Financial Planners in my lifetime, but their focus seemed to be on selling me a product instead of helping me determine what I needed. It’s vital for me to serve my clients’ best interests as a true fiduciary and to help them with what they need. These values reflect the culture and purpose of Avaii Wealth Management. Together, as an integral part of your investment strategy, we will build a dynamic financial plan and meet consistently to adjust. Life is dynamic, defined as being characterized by constant change, activity, or progress and your financial plan ought to be as well. **Advisory services offered by Investment Advisory Representatives through Avaii Wealth Management, a Registered Investment Advisor. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Private Client Services and Avaii are unaffiliated entities.
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