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.

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.

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 life, variable, and accident and health licensed.

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.

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 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.

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.

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.

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. 

Advisory services offered through Avaii Wealth Management, LLC.

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.

Advisory services offered through Avaii Wealth Management, LLC.

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.

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.\

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.

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 Avaii team members at another firm, 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, she spends her time with family and friends, and enjoys attending Packer games, sitting around campfires, and going on road trips.

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.

Kelly Voss

Marketing & Communications Coordinator

Kelly holds bachelor's degrees in art history and accounting. She is an experienced business professional with a 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 new recipes.