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Our Process

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.

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Meet Our Team

Michelle Quay, MBA

Michelle Quay, MBA

Financial Advisor & CEO

Evan Bethards

Evan Bethards

Associate Advisor

Kristy Riley

Kristy Riley

Client Services Manager

Client Resources

<p>Understanding the SECURE Act</p>

Understanding the SECURE Act

Explaining the SECURE Act and how the changes affect your retirement strategy.
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<p>Does Your Child Need to File an Income Tax Return?</p>

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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<p>The A, B, C, & D of Medicare</p>

The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.
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Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."



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