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Services
Financial Planning
Retirement Planning
Investment Management
Estate Planning
Tax Planning
About
Why Us?
Our Team
Our Process
FAQs
Insights
Your Money
Your Business
Your Retirement
Your Legacy
Your Freedom
Market & Investments
In the News
Tools
Risk Survey
Retirement Readiness Quiz
401(k) Calculator
SECURE Act RMD Calculator
ROTH VS. TRADITIONAL IRA CALCULATOR
College Readiness Quiz
Our Avery Wealth - Jackson Team
Wealth Advisors
Dan Reese
CFP®
Founder, Senior Wealth Advisor
Brent Oliver
CFP®
Senior Wealth Advisor
Abbie Funk
Associate Wealth Advisor
Client Services
Amy Mullins-Rodgers
Director of Client Services
Investments
Ryan Detrick
Chief Market Strategist
Jessica Golson
CIPM
Senior Vice President, Investments and Trading
Sonu Varghese
Ph.D.
Vice President, Global Macro Strategist
Mike Lawrence
CFA®
Portfolio Manager
Grant Engelbart
CFA®, CAIA®
Vice President, Investment Strategist
Barry Gilbert
CFA®, Ph.D.
Vice President, Asset Allocation Strategist
Research Department
Drew Reisdorff
Senior Trader
Kevin Zlomke
Director of Trading
Jake Bleicher
CFA®
Co-Portfolio Manager
Todd Knott
Senior Institutional Trader
Matthew (Matt) Smith
Senior Trader
Kellie L. Duffy
Senior Trade Operations Analyst
Kaleigh Sanders
Trading Operations Analyst
Jordan Pieper
Trading Specialist
Advanced Solutions Team
Erin Wood
CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning
Matt Lewis
Vice President, Insurance
Scott Berryman
JD
Director, Trust Solutions
Mike Valenti
CPA, CFP®
Director, Tax Planning
Patrick Carter
CPA
Senior Tax Planner
Beth Schanou
JD
Senior Wealth Planner
Michael Barczak
CFA
Retirement Plans – Investments
Tom Fridrich
JD, CLU, ChFC®
Senior Wealth Planner
Jon Fuller
Manager, Brokerage Solutions
Jody Jackson
Paraplanner
Josh Ream
Insurance Specialist
Michael Gruidel
CFP®
Wealth Planner
Ryan Egolf
EA
Senior Tax Planner
Thomas Resner
Director, Retirement Solutions
Tom Mullen
EA
Senior Tax Planner