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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 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.

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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

<p>What Is an Annuity?</p>

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.
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<p>Tax Rules When Selling Your Home</p>

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.
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<p>An Overview of Renter&#8217;s Insurance</p>

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.
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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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