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.

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.

Jeff Rainer

Vice President, Founding Wealth Advisor

Jeff is dedicated to helping clients attain financial security for their families and businesses. He understands 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)
•Medicare Planning Certified

With over 20 years of experience Jeff specializes in working closely with clients to build a Financial Road Map so that they Live Life on Purpose. He does that by finding out what really is important to them and then building, monitoring and updating a comprehensive financial plan tailored to the needs of each family he works with.

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 has enjoyed exploring deep 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.

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.

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’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.

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.

Malorie Marquez

Director of Operations

Malorie has been in the financial industry for several years. She is licensed in life, accident and health, is securities licensed, and maintains the day-to-day operations for the office.  She also 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 things.

Katie Skurr

DIRECTOR OF Communications

Katie is our first point of contact for clients, from setting up appointments to greeting guests as they arrive at the office. She is focused on learning the unique needs of our clients and adapting Avaii to communicate using the most appreciated and preferential means. She curates and develops content to bring an added impact and relevance via our communication streams such as social media, blog, newsletter, ongoing seminars, and more.  Katie also handles all of the marketing and events for the firm as well as identifying growth opportunities by attracting Advisors to the team.  We are proud of what we are doing here at Avaii to impact people and leave a lasting impression on our community. Increasing our reach through Advisors who fit in with our culture and purpose is pivotal to our plan.

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 expanded her skills by growing an internet marketing and product brokerage business as well as a wine brokerage business. She brings a fresh viewpoint, loves to serve and help people know they are treasured. She is passionate about influencing mindsets to embrace a wealth and abundance perspective.

Katie lives in Hortonville with her husband Aaron, Avaii's own Chief Compliance Officer. 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 wholeness, purpose, and joy.

Aaron Skurr

Chief Compliance Officer

Aaron comes to Avaii Wealth Management 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 in order to communicate that information to the Avaii team to ensure the highest standard of care for all clients. In addition, he helps to establish standards, policies and procedures to help our Advisors provide the utmost level of service to our clients. 

He lives in Hortonville with his wife, Katie, Avaii’s own Director of Communications. 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, with a favorite destination being New Zealand, where his father is from and where he has relatives he enjoys visiting. 

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 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 her to pursue a career in finance and wealth management. Abby enjoys being a part of a team that works so 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, she enjoys spending time outdoors with her husband Ethan and her closely woven group of friends and family.

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.

Sherri Kowalske

CLIENT CONCIERGE

Sherri joins Avaii Wealth Management with a strong background in customer service and administrative work. She worked most recently for 4 years at a middle school in the office. She has passion for customer service and building relationships. 

She felt compelled to be part of such a strong, family-like team and loves the Avaii culture. Sherri is extremely detailed, attentive, joyful, and motivated. As the Client Concierge, her priority is to streamline the client experience by supporting the President, Christian Doule, in all his client meetings, meeting preparation, meeting notes, and directing follow up. This role is also versatile in nature, taking on a team support role to help with overflow, from front desk backup to assisting our Director of Investments, Director of Operations, and Financial Planning Associate.

Sherri lives in Howard and loves spending time with her husband and teenage sons and her adorable dog Luci. As a family, they enjoy hanging out at their family cabin on the lake. They are an active family-- enjoying water skiing, snow skiing, hiking, campfires and game nights. 

Sam Mullins

Associate wealth advisor

Sam is an Associate Wealth Advisor with Avaii Wealth Management. He is a registered Investment Advisor Representative. He attended the University of Wisconsin–Stevens Point where he graduated with honors and a Bachelor of Science Degree in Finance and Business Management with a minor in Economics.

Sam grew up in neighboring Greenville, Wisconsin with his parents and his brother and sister. Being raised in an entrepreneurial household, he was taught to start investing at an early age and learned a disciplined approach to financial planning.

Sam is honored to be able to work in the Appleton area and impact the community. He was looking for an opportunity with a firm as a fiduciary where he can put clients' interests first. He values Avaii’s family atmosphere and culture.

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