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

Rachel Clawson
Client Service Associate
Direct: (503) 303-7148
Office: (503) 636-1443 Ext. 2
Email: rachel@avieradvisors.com

Taylor Drake, CFA, CPWA^®
Chief Investment Officer
Direct: (503) 607-8708
Office: (503) 636-1443 Ext. 1
Email: taylor@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, CFP^®
Lead Advisor
Direct: (503) 347-8218
Email: alex.krider@avieradvisors.com

Paige Lee
Associate Advisor
Direct: (425)-531-7325
Office: (425) 467-1011 Ext. 205
Email: paige@avieradvisors.com

Luellen Lockwood, MBA, CPA, EA
Chief Financial Officer
Direct: (425) 531-7341
Office: (425) 467-1011 Ext. 201
Email: lu@avieradvisors.com

Shalina Martos, CFP^®, CDFA^®, AAMS^®
Associate Advisor
Direct: (425) 531-7335
Office: (425) 467-1011 Ext. 229
Email: shalina@avieradvisors.com

Chris Moffatt, CRPC^®
Senior Financial Advisor
Direct: (425) 531-7331
Office: (425) 467-1011 Ext. 211
Email: chris@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
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