Avaii Wealth Management is growing and with growth comes change. We say good bye and thank you to Andrea Krueger and Shelley Mack and announce our new Director of Communications, Katie Six. We are confident her full-time focus will bring consistency, attention, and great value to you, our clients. Katie will be the first point of contact for clients, as well as help setting up appointments. She is focused on learning the unique needs of our clients and adapting Avaii to communicate using the most appreciated and preferential means. She will also be developing content to bring an added impact and relevance via our communication streams such as social media, blog, newsletter, ongoing seminars, and more. Katie comes to us with a strong background in marketing and communications. Her career started in the financial services industry in 2002, as a Financial Rep, where her love for the industry and financial education began. She then transitioned into Corporate Marketing and Client Development until 2009. For the past 10 years, she has been running her own businesses. As an entrepreneur, Katie furthered her skills growing an internet marketing and product brokerage business as well as a wine brokerage business. She brings a fresh viewpoint, loves to serve and make people know they are treasured, and is passionate about influencing mindsets to embrace a wealth and abundance perspective.
Katie lives in Green Bay and also enjoys time at her lake house in Sugar Camp, WI. She is a pet lover, loves to read, and is active at her church, leading their small groups team and teaching leadership classes focused on empowering people to walk in freedom, truth, and love.
We are also thrilled to announce the addition of Cory Munsch as our Advisory Operations Associate. Cory has been in the financial services industry for several years. She worked with Christian previously before deciding to leave the workforce to raise her two children full time. She is excited to be back and helps with servicing the advisory accounts and ensuring Avaii is following the industry rules and regulations. She is meticulous, focused and a great fit to the team. While Cory is primarily focused on keeping Avaii compliant with the current regulations of the SEC, she is also able to help with general service related needs for our clients.
Cory moved from the Chicagoland area in 2002 and has made her home in Wisconsin with her husband, 2 daughters, and her dog and 2 cats. She loves animals and spending time outdoors enjoying God’s creation and is an active member of her church. She is a homebody and her favorite thing to do is sit outside on the back patio in the sun by the pool spending hours in God’s Word. She also has a passion for holistic health and wellbeing that began through her own health journey.
Please join us in welcoming Katie and Cory to our exceptional team!