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Life Planning Focused on Growing and Protecting

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 and is securities, life, variable, and accident and health licensed. He also holds 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.

Advisory Services offered through Avaii Wealth Management, LLC. Securities offered through Private Client Services. Member FINRA/SIPC.  Avaii Wealth Management and Private Client Services are unaffiliated entities.

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Joel Blattner

Founding Director of Investments & Planning
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Joel Blattner

Partner & 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, and is securities, life, variable, and accident and health licensed. He oversees the investment operations and fee based financial planning for Avaii. This role includes executing transactions, ongoing 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 is beneficial to his work at Avaii and in his family life. When he’s not working, Joel spends time with his wife and three children. He also enjoys spending time outdoors, fishing, and hunting.

Advisory Services offered through Avaii Wealth Management, LLC. Securities offered through Private Client Services. Member FINRA/SIPC.  Avaii Wealth Management and Private Client Services are unaffiliated entities.

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Mark Truettner

Partner, Wealth Advisor
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Mark Truettner

Partner, Wealth Advisor


Mark specializes in retirement planning and overall financial planning. He completed his bachelor’s degree in business administration from the University of Wisconsin-Oshkosh, with an emphasis in finance and financial planning.

Mark’s passion is helping people achieve their financial goals and dreams. Upon meeting Mark, it's immediately apparent that his values and ethics are 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. He also has the following industry designation:

  • CLTC (Certified in Long-Term Care)

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

Advisory Services offered through Avaii Wealth Management, LLC. Securities offered through Private Client Services. Member FINRA/SIPC.  Avaii Wealth Management and Private Client Services are unaffiliated entities.

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Jeff Rainer

Founding Wealth Advisor
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Jeff Rainer

Founding Wealth Advisor


With over 20 years of experience, Jeff specializes in working closely with clients to build a Financial Road Map, so they Live Life on Purpose. To accomplish this goal, he finds out what is really important to his clients and then builds monitors, and updates a comprehensive financial plan tailored to the needs of each family he works with.

Jeff is dedicated to helping clients attain financial security for their families and businesses. He understands the future can’t be predicted, so he helps his clients prepare for 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 and is a qualifying member of MDRT - The Premier Association of Financial Professionals®.

Additionally, Jeff is a registered Investment Advisor Representative, and  is securities, life, variable, and accident and health licensed. He has 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)
•Medicare Planning Certified

In his free time, Jeff and his wife Jodi enjoy all things outdoors, including hiking, biking, and golfing. They are passionate about international travel and ethnic food. Jeff is also a certified Scuba Divemaster and enjoys exploring shipwrecks.

Advisory Services offered through Avaii Wealth Management, LLC. Securities offered through Private Client Services. Member FINRA/SIPC.  Avaii Wealth Management and Private Client Services are unaffiliated entities.

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William Fenili

Wealth Advisor
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William Fenili

Wealth advisor


Bill is a Wealth Advisor dedicated to providing best in class service to every client. He has been serving in the investment business for over 30 years. During that time, he has learned to build trust by intently listening to clients' needs and concerns. He also believes in building strong client relationships through ongoing meetings, reviews, and professional transparency. As a fiduciary, he acts with honesty and integrity, providing his clients sound financial advice and planning to create confidence in their financial goals.

For Bill, joining Avaii means true independence, ensuring he can manage his business in the manner which is best for him and his clients; he values exceptional, personalized service for every client. Transitioning to Avaii is about more than working in a great building and location, it means being recognized, known, and heard with the support of a reliable team.

Bill lives in Appleton with his spouse, Dana, and their two children, Jack and Julia, and dogs, Leo and Charlie. During the summer, they enjoy spending time on the water at their family lake home in Kiel. They love to travel, especially to Caribbean destinations and Spain. Bill also enjoys golf, snow skiing, and reading in his spare time. He and his family love giving back to their communities through volunteering and donating to their favorite organizations, such as the Fox Valley YMCA, Salvation Army, United Way, Fox Valley PAC, and CASA of Green Bay.

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Mark Nelessen

Wealth Advisor
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Mark Nelessen

Wealth advisor


Mark attended the University of Wisconsin - Madison, and later finished his degree at Cardinal Stritch University in Milwaukee after taking a few years off to work. Mark’s resume is inspiring, having spent his career enriching lives through respected non-profit organizations. Such organizations include the Rawhide Boys Ranch, where he served for 10 years and then went on to become the Executive Director of Life Promotions for 11 years. For the past 15 years, he oversaw Compassion International’s Event Marketing - including festivals, conferences, speakers, and college strategy - with the primary goal of seeing children in the developing world sponsored by attendees at events. During his time at Compassion International, over 300K children were sponsored through the areas he supervised. Mark's career radiates impact, and he is a thriving example of servant leadership. 

Over the years, Mark developed an interest in investing, which became a full-fledged passion. Due to his background, it was a natural transition to serve people with their investment and planning needs in the next phase of his career. He values the planning first focus at Avaii; he seeks to always serve his clients' best interests and help them with what they need. He sees these values as a reflection of the culture and purpose of Avaii. 

In 2022, Mark celebrated 35 years of marriage to his amazing wife, Carla. They have four children and three grandchildren. Mark and Carla love to hike, bike, walk, play board games, card games, and travel. Mark is a lifelong resident of the Fox Valley, growing up in the Freedom, WI area. He’s traveled to Asia, Africa, Europe, and throughout the Americas - he feels especially blessed to have been able to vacation in Hawaii. 

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Malorie Marquez

Director of Operations
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Malorie Marquez

Director of Operations


Malorie has worked in the financial industry for several years. She is licensed in life, accident and health, and securities. She maintains the day-to-day operations for the office. She also provides excellence in the insurance underwriting process as well as 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 things.

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Tyler Verstegen, CPA

Director of Tax Planning & Strategy
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Tyler Verstegen, CPA

Director of tax planning & strategy


Tyler attended St. Norbert College, graduating with a bachelor's degree in accounting and finance. He is a licensed CPA in the state of Wisconsin. Prior to joining Avaii, he worked in the tax department of a national public accounting firm.  

Tyler joined Avaii to focus on tax planning and preparation, while also being a part of the financial planning process. Additionally, he handles the internal accounting functions of the firm. He was attracted to Avaii due to the high value placed on putting clients first and always doing the right thing, in addition to the company culture and dynamics of the team.  

Tyler grew up in Kimberly, WI with his parents and two older brothers; he is happy to call the Fox Valley home. Outside of the office, he enjoys golfing, cycling, running, and traveling.

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Aaron Skurr

Chief Compliance Officer
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Aaron Skurr

Chief Compliance Officer


Aaron came to Avaii with 10 years of compliance experience. Prior to joining the company, he also spent 7 years as an elementary school teacher. As the Chief Compliance Officer, Aaron focuses on understanding industry laws and regulatory requirements to communicate that information to the Avaii team, ensuring the highest standard of care for all clients. Additionally, he helps  establish standards, policies, and procedures to help our advisors provide the best level of service to our clients. 

Aaron lives in Hortonville, WI with his wife, Katie, and their two cats and two dogs. Outside of the office, you will often find Aaron on the tennis courts as a player or coach. He enjoys running and has completed two full marathons and two half marathons. Aaron loves to travel; his favorite destination is New Zealand, where his father is from, and where he has relatives he enjoys visiting. 

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Abby Quinter

Financial Planning Associate
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Abby Quinter

Financial Planning Associate


Abby was born and raised in Sugar Camp, a small town in Northern Wisconsin near Rhinelander. 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 contributed to her success throughout college, as she earned a bachelor’s in business administration from the University of Wisconsin - Whitewater.

Abby's love for numbers encouraged her to pursue a career in finance and wealth management. She enjoys being a part of a team that works hard to monitor the financial health of its clients. She is an integral part of the financial planning software process and assists with account services. 

Outside of work, Abby enjoys spending time outdoors with her husband, Ethan, and her closely woven group of friends and family.

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Cindy Gorges

Director of First Impressions
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Cindy Gorges

director of first impressions


Cindy has worked in the financial industry for over 13 years. She is your first point of contact when you call or come into the office. Full of joy and sunshine, Cindy carries the presence we want all Avaii guests to experience. She helps with scheduling and other administrative needs.

Having previously worked with some Avaii team members, Cindy welcomed the opportunity to join the firm. In addition to her desire to reunite and grow with people she cares about, she was attracted to Avaii's vibrant culture.

Cindy lives in Appleton and has been married for over 35 years. Outside of work, Cindy spends her time with family and friends. She enjoys attending Packer games, sitting around campfires, and going on road trips.

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Sam Mullins

Associate Wealth Advisor
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Sam Mullins

Associate wealth advisor


Sam is an Associate Wealth Advisor with Avaii Wealth Management and a registered Investment Advisor Representative. He attended the University of Wisconsin – Stevens Point, where he graduated with honors and a bachelor's in finance and business management with a minor in economics.

Sam is honored to be able to work in the Appleton, WI area and positively impact the community. He values working for a firm which places clients' interests first, and he admires Avaii’s family atmosphere and culture.

Sam grew up in Greenville, WI with his parents and his brother and sister. Raised in an entrepreneurial household, he was taught to start investing at an early age, learning a disciplined approach to financial planning.

Outside of the office, Sam enjoys hunting, golfing, pickup basketball, and water skiing.

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Jodi Rainer

Advisory Operations Assistant
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Jodi Rainer

Advisory Operations Assistant


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.

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.

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. She enjoys travel with her husband, ethnic foods, lattes, movies, hitting some golf balls (not so well), the outdoors, and exploring new things.

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Kelly Voss

Marketing & Communications Coordinator
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Kelly Voss

Marketing &Communications Coordinator


Kelly holds bachelor's degrees in art history and accounting. She is an experienced business professional with an eclectic background in accounting and marketing. Skilled in content creation, marketing strategy, and data analytics, she is driven by the desire to constantly learn and approach projects from both a creative and an analytical perspective. Marketing is the perfect field for Kelly, because it allows her to use both the left and right sides of her brain. As the Marketing and Communications Coordinator, Kelly manages the content, branding, and strategy of firm communications.

Kelly grew up in Cincinnati, OH and graduated from Lawrence University in Appleton, WI. A lover of nature and stark, northern climates, she is happy to call Wisconsin home. In her free time, she enjoys running, reading, exploring new places, and trying out new recipes.

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.

Join our Team of Advisors

Be part of the new.

Teamwork begins by building trust. And the only way to do that is to overcome our need for invulnerability. – Patrick Lencioni 

Why partner with Avaii?

Competitive payouts and low fees

Support – from on-boarding with ease to a team to help streamline your business as you see fit

Technology Packages focused on efficiency and ease of interaction for you and your clients 

The ability to be independent in a boutique advisory firm setting with a strong culture

Client focused events to bring additional value to your clients

Transition Assistance

Turnkey investment portfolio management availability

Succession Planning

What’s important to us?

Clear Compliance history and virtuous background

$20 million or more assets under management

Fee based only - no new commission based business

altruistic: adjective

al·tru·is·tic | \ ˌal-trü-ˈis-tik  \

Definition of altruistic: relating to or given to altruism; having or showing an unselfish concern for the welfare of others; altruistic acts/motives 

synonyms: unselfish · selfless · self-sacrificing · self-denying · considerate · compassionate · kind · decent · noble · public-spirited · generous · magnanimous · ungrudging


In Summary, you’ve been in the game a while, your clients trust and respect you. Winning looks like doing what is right for them, always. You are a team player. You play well with others; you welcome others to make you better. You add great value to the team as well. Whether you’ve got a long career ahead of you or you are winding down and looking to put your clients into the hands of a most capable, thriving, fun, and genuine team, let’s talk. Our culture is something we take very seriously, it is the undertone to everything we do. We are joyful, grateful, and transparent. We carry a spirit of excellence from all aspects of our branding, reputation, our building, and certainly, our client experience. As a fiduciary company, we are client centered and built to last. Is it time to be part of the new?


We are home!  Our new address is 2101 N. Casaloma Drive, Appleton WI  54913

Update August 24, 2020: We are all moved in and seeing clients in our new space. It's more beautiful than one could dream. We are so fortunate to get to work in a space that is a reflection of the inner beauty, joy, and peace of the people who gather here. It is a space that nurtures connection and ideas with excellence and honor. Welcome! This is Avaii Wealth Management. 

Update August 10, 2020: Our new building is finishing ahead of schedule and will be packing up this week and moving next week. Our doors will open officially on Monday, August 24 at our new location at 2101 N. Casaloma Drive, Appleton 54913 by appointment only. Please contact us by phone or email if your matter is urgent. If it can wait until we are back to business as usual, we are most grateful. We so appreciate your patience as we transition.

Update May 4, 2020: In March, before things started shutting down, construction on the new office broke ground. It is an interesting time, but the build is right on schedule. As crazy as it's been to have this going right now, it is a beautiful sign that life is still moving forward.

Update May 18, 2020


Avaii Wealth Management is planting roots in the Fox Valley! Follow along as our building project takes shape. Avaii's new headquarters is expected to be complete in the Fall of 2020 at which time we will relocate from our rented space next to Bethesda Thrift Shop and move into our new space near the Timber Rattlers Stadium on North Casaloma Drive in Appleton. Regular updates will be posted on Facebook @Avaii Wealth Management

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Financial planning for all stages in life


The Foundational Years 

You’re focused on building a life and a future. Managing your spending and cashflow, paying off debt, saving, buying a house, vehicles, getting married, starting a family are all examples of priorities during the foundational years. How do you decide where to spend and when to save? It’s time to lay a solid foundation that will serve as the basis for everything to come going forward. The planning begins here.

The Building Years

This is what you do after you’ve set a firm foundation--you build, grow, strengthen. When you get off course, we develop a plan to get you back on track. We help you find the balance between living for today and planning for the future. Our driving force behind your goals and desires are rooted in efficiencies--types of accounts, where to save, where to pay down debt, tax strategies, and so much more that we take into consideration to maximize these years.

The Solidifying Years

Retirement is getting closer now. What was once more like an illusion in the far-off future, is taking shape. You think, “Can I really do it? When is the right time? What will I do about health insurance?” Fine tuning and firming up your plan is pivotal in this stage.

As you approach your retirement date, you can expect to have more frequent meetings with your advisor. The distribution strategy you will use in retirement will be dialed in. Some of the many things we will talk about at this stage includes ACA subsidies, Medicare, when to take Social Security, and every other factor based on your complete financial picture and tax efficiencies.

The Retirement Years

You are retired. You are re-shaping how you spend your time, energy, and perhaps re-learning where your value comes from and adjusting in all kinds of ways to this new life. Now you can take the long trip, spend loads of time with your children and grandchildren, volunteer, bake, fish, read, nap, or whatever you choose whenever you want. Life has shifted.

In our world, these are the distribution years. All those years of accumulation are coming to fruition. You are out of saving mode; it’s time to spend. Where that money comes from, exactly how much, optimizing your tax strategy and how those taxes are paid, and what will happen when you pass are crucial during these years. You’ve worked far too hard for too long to risk running out from inefficient spending. A dynamic, thorough, overarching plan and execution strategy are as vital now as ever.

Definition of overarching:  comprehensive; all-embracing. adjective: overarching

The Further Years

Down the line into retirement, conversations take priority surrounding how and what you want to leave behind-- estate planning, Roth conversions, charitable giving, and other tax advantageous solutions to maximize your impact and your legacy.

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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From the Blog

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Client Center

Credit Monitoring/Score Tracking:
Investing/Savings Tools:
  • digit (uses automation/ AI to analyze spending & save for you)
  • 360financialliteracy.org (Financial Literacy resource by the American Institute of CPAs)
Banking:
  • Fidelity Full View (online banking option that allows you to see all of your fidelity and non-fidelity accounts, track your net worth, manage your budget and more)
  • Qoins (app that helps you pay off debt using round ups and automated saving, $1.99/month)
  • Mint (manage all your finances in 1 place like budget & credit scores simply and free)
College Savings Resources/Calculators:
Budgeting/Bill Payment:
  • Prism (free bill tracker, tracks all bills & sends payment due reminders)
  • budgetsaresexy.com (a personal finance blog)
  • YNAB (stands for You Need A Budget, teaches how to manage your money and get ahead)
Credit Card Info:
  • ThePointsGuy (blog to help maximize travel card points)
  • Nerd Wallet (easily compare credit cards, savings accts, mortgages and other loans for free)
Taxes:
Additional Resources:
  • A Planning Guide for the Future provides a fillable document to detail all relevant information survivors will need in the event of death or being incapacitated, PDF document: Planning for the Future Avaii WM 4_2020.pdf
  • SECURE Act, important law changes affecting the retirement system, PDF Document: Secure Act Avaii.pdf


Link Disclosure: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

Information is made available to you as a self-help tool for your independent use and is not intended to provide investment, tax, or legal advice. We cannot and do not guarantee their applicability or accuracy in regard to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.