Overview

I am a CFP that has been in the business for just under 20 years. Aveo is a group of advisors who own their own practices but operate under one brand where we share office space, compliance costs, staff and marketing. I currently have a junior advisor who is also a CFP and an executive assistant who works part time helping us schedule appointments and plan client events. Our focus is Aligning Wealth with Purpose and we do that by walking our clients through the financial planning process. We manage wealth using Dimensional Fund Advisors as our core portfolio and then allocate around that core with alternatives and actively managed bond portfolios. I have been through three acquisitions working with FP Transitions as well as a the SBA for financing. I am 40 years old and my junior advisor is 28.

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