Avaii Wealth Management was created based on a few common-sense approaches to financial planning and wealth management — put the clients first, provide actionable ideas in an unbiased way, and speak in a language the clients can understand.

Finance

Avaii Wealth Management

Christian Doule

Tyler Verstegen

Mark Truettner

Joel Blattner

Cindy Gorges

Malorie Marquez

The Operations and Advisory team at Avaii Wealth Management is dedicated to enhancing client experiences by streamlining operational processes and providing tailored financial strategies. This team, including the Director of Operations, Advisory Operations Assistant, and Director of Tax Planning & Strategy, collaborates to ensure efficient service delivery and effective tax planning, all while prioritizing clear communication and client-centric solutions.

Operations and Advisory

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Team members