Our people make us who we are.

The Aveo Team

We are a tight-knit team of exceptional professionals who value building close relationships with our clients. We share a dedication to provide our clients with financial peace of mind and to help enrich their lives.

Keys Tinney, CFP^®

Managing Partner
Brian Rorick, CFP^®

Senior Wealth Advisor, Partner
Michael Beermann, BFA^®

Senior Wealth Advisor, Partner
Sean Henderson, CIMA^®

Senior Wealth Advisor, Partner
Michael Thompson

Senior Wealth Advisor, Partner
Chad Williams, CFP^® CPWA^®

Senior Wealth Advisor
Robert Douglas

Senior Wealth Advisor
John Dalton, CPA/PFS^®, CFP^® CFA^®, CAP^®

Senior Wealth Advisor
Dana Bath, CDFA^®

Wealth Advisor
Jon Adams

Wealth Advisor
Zach Heath, CFP^®

Wealth Advisor
Ben Warwick

Wealth Advisor
Brian Eller, CFP^®

Wealth Advisor
Ashli Collins

Associate Wealth Advisor
Andrew Armstrong

Chief Compliance Officer
Natalie Neaton

Director, Employee Benefits
Christopher Hillier, MBA

Retirement Plan Advisor
Marsha Nuttall

Director, Client Service
Jackelyn Diaz

Client Service Assistant
Laura Podrasky

Client Service Assistant
Genesis Fox

Client Service Assistant
Shelby Giardino

Operations Assistant
Adam Dandis

Financial Planning Associate
Corey Rittenhouse

Trader/Analyst
Iris Tucker

Administrative Assistant