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Life Planning Focused on Growing and Protecting

What's Your Risk Tolerance?

Welcome to Avaii Wealth Management


Avaii Wealth Management was created based on a few common sense approaches to financial planning and wealth management — put our clients first, provide actionable ideas in an unbiased way, and to speak in a language our clients can understand. This led us to our overarching life planning strategy.

The word avaii can be traced back to latin roots for “life plan” and that’s exactly what we provide. Too often, we see products being sold for the benefit of the provider rather than financial plans and strategies being used for the benefit of the client. Our team dropped the sales approach and focuses on acting in the best interest of every client we serve.

We believe that if we always put our clients first, create and implement plans with our clients based on their goals and dreams, and be genuinely grateful for the trust our clients place in us, we will continue to enhance financial futures and build lasting relationships.

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Christian Doule

President, Founding Wealth Advisor
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Christian Doule

President, Founding Wealth Advisor


Christian, along with other partners, founded Avaii to help clients reach their financial goals while losing the “salesy” tactics. His vast experience in the financial industry as well as his accreditations and certifications give him the knowledge to serve clients in all aspects of their financial journey.

Christian has been awarded the National Quality Award by NAIFA®, the National Association of Insurance and Financial Advisors, numerous times as well as a ‘Top of the Table’ qualifying member of MDRT- The Premier Association of Financial Professionals®.

He is a registered Investment Advisor Representative, is securities, life, variable, and accident and health licensed, as well as the following industry designations:

  • ChFC® (Chartered Financial Consultant)
  • CLU® (Chartered Life Underwriter)

Christian is passionate about planning. His expertise is retirement planning, investment management, insurance management, and executive benefits planning.

A lifetime resident of the Fox Valley area, Christian enjoys spending time with his wife Heather, their daughter Charli, and their golden doodle-Franki. His personal hobbies revolve around the outdoors, including duck hunting and golf.

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Jeff Rainer

Vice President, Founding Wealth Advisor
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Jeff Rainer

Vice President, Founding Wealth Advisor


Jeff is dedicated to helping clients attain financial security for their families and businesses. He understand that the future can’t be predicted, so he helps his clients prepare for the best and worst case scenarios while creating lasting, long-term relationships based on trust.

Jeff has been awarded the National Quality Award by NAIFA®, the National Association of Insurance and Financial Advisors, numerous times as well as a qualifying member of MDRT- The Premier Association of Financial Professionals®”.

He is a registered Investment Advisor Representative, is securities, life, variable, and accident and health licensed, as well as the following industry designations:

  • ChFC® (Chartered Financial Consultant)
  • CLU® (Chartered Life Underwriter)
  • RICP® (Retirement Income Certified Professional)
  • CASL® (Chartered Advisor for Senior Living)
  • CLTC (Certified Long-Term Care)
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Joel Blattner

Founding Director of Investments & Planning
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Joel Blattner

Founding Director of Investments & Planning


Joel has been in the financial industry for several years, having obtained a Bachelor’s degree in Finance from the University of Wisconsin-Oshkosh and the CERTIFIED FINANCIAL PLANNER™(CFP®) certification. He has performed at a high level in various industry roles, but has thrived in his passions of advanced financial planning and portfolio construction.

He is a registered Investment Advisor Representative, is securities, life, variable, and accident and health licensed, and overseas the investment operations and fee based financial planning for Avaii. This includes executing transactions, on-going monitoring of client portfolios, and extensive investment research.

Having grown up in a blue collar home, Joel was taught to work hard and value the money his family earned. This attitude helps him at Avaii as well as with his own family. When he’s not working, Joel spends time with his wife and three children. In his spare time you’ll find him outdoors, fishing or hunting.

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Mark Truettner

Wealth Advisor
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Mark Truettner

Wealth Advisor


Mark’s passion is helping people achieve their financial goals and dreams. In meeting Mark, you can readily see that his values and ethics are the driving influences in the guidance he provides. As a fiduciary, Mark puts his clients’ interests first.

He is securities, life, variable, and accident and health licensed, as well as the following industry designations:

  • CLTC (Certified in Long-Term Care)

Mark specializes in retirement planning and overall financial planning. Mark completed his Bachelor’s degree in Business Administration from the University of Wisconsin-Oshkosh, with an emphasis in finance and financial planning.

Mark is a dedicated family man. In 2001, Mark married the love of his life, Kelly. Together, Mark and Kelly have one son, Trey, and dog Chewie. Mark is active in his church and in several local baseball organizations serving as assistant and coach to his son’s teams.

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Malorie Marquez

Director of Operations
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Malorie Marquez

Director of Operations


Malorie has been in the financial industry for several years. She is licensed in life, accident and health, and securities licensed and provides excellence in the insurance underwriting process and a seamless policy owner service experience.

Malorie moved from California to Wisconsin in 2000. Since then, she has made her home here and enjoys spending time with friends and family, volunteering, outdoor activities, and trying new foods.

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Abby Zielke

Financial Planning Associate
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Abby Zielke

Financial Planning Associate

Abby was born and raised in Sugar Camp, a small town in Northern Wisconsin. She is the oldest of three children and spent much of her childhood babysitting her two younger sisters, which enabled her to learn responsibility and independence at a young age.

These traits allowed success throughout her college career, as she earned a bachelor’s degree in Business Administration from the University of Wisconsin-Whitewater.

Her love for numbers encouraged pursuit of a career in finance and wealth management. Abby enjoys being a part of a team that works so hard to ensure financial health of its clients.

Outside of work, she enjoys spending time with loved ones and being outdoors.

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Shelley Mack

Director of Marketing
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Shelley Mack

Director of Marketing

Previously employed as an office manager for several law firms, Shelley joined the team in 2009. She communicates on a daily basis with our clients, and oversees our web page and all marketing events.

Coming from a home of four children, Shelley’s family wasn’t financially well off, so she learned the importance of spending and saving at a young age. Today she helps Avaii properly communicate the value of wealth management and the benefits the company offers to their clients.

In her spare time, Shelley and her husband enjoy travelling, DIY projects, and spending time with family.

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Andrea Krueger

Director of First Impressions
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Andrea Krueger

Director of First Impressions

Andrea Krueger is The Director of First Impressions for Avaii Wealth Management, and will be greeting you upon your arrival at the office. Andrea is a dedicated mother of four children and loves spending time with friends and family. After living in the Chicago area in the most recent years, she is happy to be back in the Fox Valley where she grew up.

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Jodi Rainer

Advisory Operations Assistant
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Jodi Rainer

Advisory Operations Assistant

Jodi oversees and coordinates schedules, maintains job flow, assigns tasks, and maintains books and records. She also assists with client communications and ensures office efficiency.

Jodi has a combined 15 years of experience in co-owning, operating, and being employed by a small business. Providing a positive client experience by treating clients the way she wants to be treated is very important.

Having spent most of her life in the country, Jodi loves the outdoors. She enjoys walking, hiking, biking, and visiting new places. She also enjoys art, drawing with her daughter, and talking sports cars with her son. Her and her husband enjoy travel, ethnic foods, lattes, movies, hitting some golf balls (not so well), the outdoors, and exploring new things.

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Keena Allison

Associate Wealth Advisor
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Keena Allison

Associate Wealth Advisor


Keena has been in the financial industry all of her working life. She earned a bachelor's degree from the University of Wisconsin – Madison. She went on to earn her paralegal certificate from Roosevelt University in Chicago.

Keena decided to further her education and credentials by earning her Certified Financial Planner® (CFP®) certification. She also holds several securities licenses and her life and health insurance license.

Keena has two grown children and two cats. A long-time Appleton resident Keena now calls Neenah home. She loves to read, garden, and pontificate with friends and family.

We place a premium on planning, so helping you articulate your dreams and goals means we must collect the facts. Our first meeting will be conversational, focusing on your future. We will review what you have put in place up to this point, and help you move forward in the most efficient manner. We are a resource for our clients. We meet consistently with them to ensure we understand their goals, as well as to talk through any unforeseen expenses or cash flow needs.

Our advisory platform allows us to provide investment advice to our clients concerning asset allocation, security selection, and rebalancing. We will work with you to implement an appropriate asset allocation and invest in appropriate securities using mutual funds, exchange-traded funds (ETFs), individual equities, and/or individual fixed income securities that are considered eligible for use in the program. We will monitor the investments on an ongoing basis and make sure they meet our criteria to be recommended for purchase and to continue to be held in your account.

Step

1

Identify Goals

We will guide you through a comprehensive financial profile that will detail your time horizon, potential income needs, risk tolerance, and attitudes toward investing.

Step

2

Create Personalized Investment Policy Statement

Based on the information gained from the financial profile, we will determine an appropriate asset allocation strategy. This strategy is formalized through an Investment Policy Statement (IPS) that helps provide the discipline to follow an investment plan and make decisions free from emotion. This document is the “compass” for the account and can help monitor the progress of the account as well as serve as a springboard to discuss significant changes to your personal or financial situation.

Step

3

Select Investments

We have access to a variety of investment options such as mutual funds, ETFs, stocks, and fixed income securities to complete your asset allocation. Because we know that every investor is different, we have put together different models to fit your needs based on risk tolerance and tax treatment.

Step

4

Review and Monitor

Advanced account servicing tools help us analyze whether an account remains in line with its IPS. We meet with our clients periodically to review any significant changes to your personal or financial situation and help determine whether these changes will require any repositioning of the portfolio.

Services

Financial planning for all stages in life

We understand that financial needs aren’t cookie cutter, so we offer customized solutions to help you reach your goals. Services include:


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