Leadership Team

About

The leadership team at Avaii Wealth Management has a long history of experience in the financial industry. Many of the team members have worked for large banks and investment firms, such as JP Morgan Chase and Wells Fargo. Others have experience in teaching and education, which gives them a unique perspective on financial planning. All of the team members have a high level of education, with degrees from top universities such as the University of Wisconsin-Oshkosh and the University of Minnesota. This wealth of experience and knowledge allows the team to provide clients with the best possible advice and guidance when it comes to their finances.