Kaleb Strawn

Kaleb Strawn

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

Enhancing the foundation of client service

As Client Service Associate, Kaleb is assisting in the integration process of Avier’s new portfolio management software. Kaleb is working diligently to ensure that Avier’s new software is innovative and customizable, which allows for greater efficiency and streamlined business processes and thus a more enjoyable and personal experience for clients. Working on the implementation process allows Kaleb to understand and learn all aspects of the financial planning industry.

Having moved a number of times growing up, Kaleb is glad he can call the Pacific Northwest home. Whether it’s a trip to the Olympic Peninsula or a climb up Rattlesnake, Kaleb enjoys all of what the area has to offer. During the summer months, Kaleb can be found waterskiing, barbecuing or checking out local concerts with his friends and family.

Education

Bachelor of Arts in Business Administration – Finance and Economics, Cum Laude, Saint Martin’s University

Licenses

Series 65

LinkedIn

https://www.linkedin.com/in/kaleb-strawn-320b85116