Meet the Team

My Role

I am a Managing Partner and Lead Advisor at Avier Wealth Advisors, where I oversee the firm’s investment strategy and help clients navigate their most important financial decisions.

My work with clients spans all stages of life – from career growth and transitions to retirement and beyond. I help clients tune out the noise, focus on what matters most, and move forward with confidence.

As a Managing Partner, I’m closely involved in investment oversight and firm-wide planning, helping shape Avier’s long-term direction, support thoughtful growth, and ensure the firm remains well positioned for the future.

My Story

Issaquah has been home for most of my life, and it’s where I live today with my wife, Mackenzie, our two daughters, Kennedy and Addison, and our chocolate lab, Jordy.

Outside the office, I enjoy getting out on the golf course when time allows and remain a lifelong Green Bay Packers fan. Beyond that, most of my time and attention is happily devoted to being a dad and spending time with my family.

Education

Bachelor of Science in Business Administration – Finance, Cum Laude, with distinction, San Diego State University

Designations

• Chartered Financial Analyst® (CFA) Charterholder
• CERTIFIED FINANCIAL PLANNER™ Professional

Licenses

Series 65