Our Team

At Avier, we are proud to have fostered a culture that values teamwork and collaboration. Each of our clients is supported by a three-person advisory team, including a lead advisor, associate advisor and client services associate. These advisory teams work together to deliver the highest level of personalized service, ensuring that client needs are expertly addressed with total confidentiality. Our commitment to maintaining a low client-to-advisor ratio enables us to develop deep and lasting client relationships.

Alex Castaneda
Client Service Associate
Direct: (425)-531-7326
Office: (425) 467-1011 Ext. 206
Email: alex.castaneda@avieradvisors.com

Jordan Edwards, CFA, CFP^®
Lead Advisor
Direct: (425) 531-7323
Office: (425) 467-1011 Ext. 203
Email: jordan@avieradvisors.com

Shalonda Knox-Shelton
Controller
Direct: (425) 531-7341
Office: (425) 467-1011 Ext. 201
Email: shalonda@avieradvisors.com

Alex Krider, MBA, CFP^®
Lead Advisor
Direct: (503) 347-8218
Office: (503) 726-0374
Email: alex.krider@avieradvisors.com

Nahi Kau
Marketing Associate
Email: nahi@avieradvisors.com

JP Osseward, CFA, CFP^®, FRM, CAIA
Chief Operating Officer
Direct: (425) 531-7328
Office: (425) 467-1011 Ext. 208
Email: jp@avieradvisors.com

Lars Phillips, CFA, CFP^®
Lead Advisor | Partner
Direct: (425) 531-7329
Office: (425) 467-1011 Ext. 209
Email: lars@avieradvisors.com

Kaleb Strawn
Client Service Associate
Direct: (425)-531-7322
Office: (425) 467-1011 Ext. 202
Email: kaleb@avieradvisors.com

Dave Welty, CFP^®
Managing Director
Direct: (425) 531-7324
Office: (425) 467-1011 Ext. 204
Email: dave@avieradvisors.com

Nicholas Wright, CFA
Associate Advisor
Direct: (425) 531-7330
Office: (425) 467-1011 Ext. 210
Email: nick@avieradvisors.com

Stephen Zeller
Portfolio Implementation Specialist
Direct: (425) 531-7327
Office: (425) 467-1011 Ext. 207
Email: steve@avieradvisors.com