Comprehensive 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®

KATHRYN COURAIN, CFP®

PETER MADLEM, CFA®, CIO

JEFF JAGARD

Liz Saghi, CFP®

Rick Weber CFP®

Casey Slemmons, CFP®

Sean Madlem

Avalan Ambassadors