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.

Join Our Team

Would you like to learn more about what it is like to work at Avier? We are looking for an Associate Advisor to join our team.

Alex Castaneda, CFP®
Associate Advisor
Direct: (425)-531-7326
Office: (425) 467-1011 Ext. 206
Email: alex.castaneda@avieradvisors.com
Shalonda Knox-Shelton, MAcc
Direct: (425) 531-7341
Office: (425) 467-1011 Ext. 201
Email: shalonda@avieradvisors.com
Alex Krider, MBA, CFP®, EA
Lead Advisor
Direct: (503) 347-8218
Email: alex.krider@avieradvisors.com
Sara Miller
Client Service Associate
Direct: (425) 531- 7336
Office: (425) 467-1011 ext. 229
Email: sara.miller@avieradvisors.com
JP Osseward, CFA, CFP®, FRM, CAIA
Chief Operating Officer | Partner
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
Angela Sorensen, MBA, CFP®
Associate Advisor
Office: (425) 467-1011
Email: angela.sorensen@avieradvisors.com
Christina Sylvester
Director of Marketing
Office: (425) 467-1011
Email: christina.sylvester@avieradvisors.com
Dave Welty
Dave Welty, CFP®
Managing Director
Direct: (425) 531-7324
Office: (425) 467-1011 Ext. 204
Email: dave@avieradvisors.com
Nicholas Wright
Nicholas Wright, CFA, CFP®
Lead Advisor
Direct: (425) 531-7330
Office: (425) 467-1011 Ext. 210
Email: nick@avieradvisors.com
Miao Yu, CFA
Associate Advisor
Direct: (425) 531-7331
Office: (425) 467-1011 Ext. 228
Email: miao@avieradvisors.com
Steve Zeller
Stephen Zeller
Portfolio Implementation Specialist
Direct: (425) 531-7327
Office: (425) 467-1011 Ext. 207
Email: steve@avieradvisors.com

Interested in Learning More? We'd Enjoy Meeting You.