Avadi Wealth

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Team photo for Avadi Wealth
Team photo for Avadi Wealth

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Advisors

Michael Pettit

JD, CFP®, CFA®

Private Wealth Advisor

Visit Michael Pettit's website

Aaron P Karr

CRPS, AIF®

Financial Advisor

Accredited Investment Fiduciary®
Visit Aaron P Karr's website

Robert S Bjekich

CFP®

Financial Advisor

Visit Robert S Bjekich's website

Eric Graves

CFP®

Financial Advisor

Visit Eric Graves's website

Jeffrey A Ringholm

APMA, CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Jeffrey A Ringholm's website

Joe Canale

CFS®

Financial Advisor

Visit Joe Canale's website

Kenneth Charles

CRPC, AAMS

Financial Advisor

Visit Kenneth Charles's website

Mitch Satz

Financial Advisor

Visit Mitch Satz's website

Ryan Thomas

Financial Advisor

Visit Ryan Thomas's website

Daniel Mauldin

AAMS, APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Daniel Mauldin's website

Shayla Palmer

Financial Advisor

Visit Shayla Palmer's website

Alan Foley

CFP®, ChFC®, CLU®

Financial Advisor

Business Financial Advisor
Visit Alan Foley's website

Mayra Olarte

CRPS

Financial Advisor

Visit Mayra Olarte's website

Jay F Rizk

AIF®

Financial Advisor

Visit Jay F Rizk's website

Allen Lipscomb

CRPC

Financial Advisor

Visit Allen Lipscomb's website


Team

Jana Mayer

Jana Mayer

Client Service Specialist

Amee Kam

Amee Kam

Client Service Specialist

Luisa Varela

Luisa Varela

Operations Director

Will Osen

Will Osen

Client Service Specialist

Max Morris

Max Morris

Client Service Specialist

Salma Macias

Salma Macias

Client Service Coordinator

Jack Pettit

Jack Pettit

Intern

Melissa Dinatale

Melissa Dinatale

Client Service Specialist

Lauren Baker

Lauren Baker

Client Service Specialist

Raymond DiGiuseppe

Raymond DiGiuseppe

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