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Our Team

How We Work

As an independent boutique financial planning firm, we don’t have a corporate office in a faraway land telling us what to do. Decision-making happens here, in-house, as a team. We are small, sophisticated, and nimble in an ever-changing climate of tax and wealth management. Most importantly, our clients’ best interests are paramount. If it’s not the best for the client, we don’t do it.

We commit to a spirit of excellence in everything we do, but never take ourselves too seriously. Agility, transparency, humility, and a sense of humor are hallmarks of the Avaii team.

Learn more about our team below!

Meet Our Team

Christian Doule

Christian Doule, ChFC®, CLU®

President, Founding Wealth Advisor

Joel Blattner

Joel Blattner, CFP®

Founding Director of Investments & Planning

Mark Truettner

Mark Truettner

Partner, Wealth Advisor

Jeff Rainer

Jeff Rainer

Founding Wealth Advisor

Tyler Verstegen

Tyler Verstegen, CPA

Director of Tax Planning & Strategy

Abby Quinter

Abby Quinter

Financial Planning Associate

Joseph Maestas

Joseph Maestas, QKA

Financial Planning & Compliance Associate

Charity Schiltz

Charity Schiltz

Financial Planning Associate

Cindy Gorges

Cindy Gorges

Director of First Impressions

Jodi Rainer

Jodi Rainer

Advisory Operations Assistant

Kelly Voss

Kelly Voss

Marketing & Communications Coordinator

Jack Zeihen

Jack Zeihen

Financial Planning Intern

For more information about how we can help you, or to schedule a consultation, submit this form and we’ll be in touch!

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