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 Services 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

Would you like to know what it’s like to work at Avier? We are looking for a Lead Service Advisor to join our team. Learn more and apply for the role – we would enjoy meeting you!

KAITLYNN BURNETT

Communications Coordinator

ALEX CASTANEDA, CFP®

Associate Advisor

RACHEL CLAWSON, CFP®

Associate Advisor

RAPHAEL
DE OCAMPO

Client Service Associate

MARISOL FUNG, CIMA®

Director of Portfolio Management

COURTNEY GEHRMANN

Associate Advisor

PASANG GURUNG

Client Service Associate

SHALONDA KNOX-SHELTON, MACC

Director of Finance

ALEX KRIDER, MBA, CFP®, EA

Lead Advisor

JP OSSEWARD, CFA, CFP®, FRM, CAIA

Chief Operating Officer | Partner

AJAY PATEL

Data Analytics Coordinator

LARS PHILLIPS, CFA, CFP®

Lead Advisor | Partner

TIFFANY SHAFER

Director of Client Service

ANGELA SORENSEN, MBA, CFP®

Lead Advisor

AAREN STRAND, CFP®

Lead Advisor |
Director of Financial Planning

CHRISTINA SYLVESTER

Director of Marketing

DAVE WELTY, CFP®

Managing Director

NICK WRIGHT, CFA, CFP®

Lead Advisor | Partner

STEPHEN ZELLER

Portfolio Implementation Specialist

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.