Our Process
Our team of professionals has developed The Aventurine Method. This time-tested and high-touch process focuses on families and business owners. Our goal is to help you put the pieces of your financial puzzle together so you can spend more time focusing on what matters to you.
Michelle Quay, MBA
Financial Advisor & CEO
Evan Bethards
Associate Advisor
Kristy Riley
Client Services Manager
Understanding the SECURE Act
Explaining the SECURE Act and how the changes affect your retirement strategy.
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Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
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The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
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