Meet Your Team

Your Team

We are proud to have fostered a culture that values teamwork, collaboration, and integrity.

Each of our clients is supported by a three-person advisory team, including a Lead Advisor, Associate Advisor and Client Service Associate. To us – credentials matter! It’s our commitment to our clients and to the profession. Our team is comprised of financial professionals who have earned their CFA and CFP designations.

We are focused on building deep and lasting relationships, and as Fee-Only Fiduciaries, we want you to be confident that we always operate with your best interest in mind.

Join Our Team

We are looking for a Lead Service Advisor to join our team.

Click below to learn more about the role, and if this sounds like you, send your resume to info@avieradvisors.com – we would enjoy meeting you!

KAITLYNN BURNETT, FPQP®

Client Service Associate

ALEX CASTANEDA, CFP®

Associate Advisor

RACHEL CLAWSON, CFP®

Associate Advisor

RAPHAEL
DE OCAMPO, CFP®

Client Service Associate

MARISOL FUNG, CIMA®

Director of Portfolio Management

COURTNEY GEHRMANN, CFP®

Associate Advisor

SALONI GUPTA, CFP®

Lead Advisor

PASANG GURUNG,
FPQP®, MSc

Client Service Associate

SHALONDA KNOX-SHELTON, MACC

Director of Finance

ALEX KRIDER, CFP®, EA, MBA

Lead Advisor

JP OSSEWARD, CFA, CFP®, FRM, CAIA

Chief Operating Officer | Partner

LARS PHILLIPS, CFA, CFP®

Lead Advisor | Partner

TIFFANY SHAFER

Director of Client Service

ANGELA SORENSEN, CFP®, ECA, MBA

Lead Advisor

AAREN STRAND, CFP®

Lead Advisor |
Director of Financial Planning | Partner

CHRISTINA SYLVESTER

Director of Marketing

SAMANTHA TORRES, CFP®, CLU® 

Associate Advisor

DAVE WELTY, CFP®

Managing Director

NICK WRIGHT, CFA, CFP®

Lead Advisor | Partner

MEET US ON YOUTUBE

This channel is all about education! You will find helpful videos developed for MICROSOFT, AMAZON, INTEL, and other professionals in the tech industry.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®. CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment Analyst Association®

Certified Investment Management Analyst® (CIMA®) is a professional designation issued by the Investments and Wealth Institute 

Financial Risk Manager (FRM) is a professional designation issued by the Global Association of Risk Professionals (GARP) 

READY TO GET STARTED?

Focused on your needs, we provide comprehensive financial planning and investment advisory strategies for individuals and families. We’d love to hear from you.