wealth management

Avalan works closely with clients and utilizes a consultative approach to financial, business, investment and personal planning needs. Through our defined wealth management process, we provide counseling for a limited number of high-net-worth individuals, closely held corporations, trusts and pensions.

Rich Schuette, CFP®

Founding Partner | Work-Life Connector for Entrepreneurs

Kathryn Courain, CFP®

Partner I Animal activist

Peter Madlem, CFA®, CIO

Jeff Jagard

Melissa Estrada, CFP® CHFC®

Casey Slemmons, CFP®

Planner I Literary Enthusiast

Austin Muller

Liz Saghi, CFP®

Advisor | Humanitarian