Broker Check

You deserve a strategy that adapts to your needs!

Schedule Your Financial Checkup
Our Process

Our Process

Our team of professionals has developed The Aventurine Method. This time-tested and high-touch process focuses on individuals, 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.

Our Fees

Our Fees

We get these questions a lot, "How much do you cost?" or "What are your fees?". Click the link below to see our three transparent options and what you can expect when working with us and our process.

Meet Our Team

Michelle Quay

Michelle Quay

Financial Advisor & CEO

Michelle's Story
Evan Bethards

Evan Bethards

Associate Advisor

Evan's Story
Kristy Riley

Kristy Riley

Client Services Manager

Kristy's Story

Insights from Aventurine Wealth

Retirement Plan Choices for Small Businesses

Retirement Plan Choices for Small Businesses

Retirement choices can be intimidating. Picking the right strategy.
Learn More
What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Learn More
Questions to Ask About Medicare

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.
Learn More

Have a question about our process?

Thank you!
Oops!