Date:
25 posts in
Shelby Giardino
Operations Assistant
Shelby joined Aveo Capital Partners in January of 2022 and brings with her an extensive background in retirement and financial planning. She previously worked as a Senior Implementation Analyst for Empower Retirement and brings an important perspective to the Aveo team having worked with mass conversions, asset management, and providing support to a variety of…
Jackelyn Diaz
Client Service Assistant
Jacky joined Aveo Capital Partners in September 2021 and has an extensive background in getting the job done for clients. She brings an important perspective to the Aveo team having worked in the trenches of large financial service firms and has a client first attitude. She is key to our service team and critical to…
Iris Tucker
Administrative Assistant
Iris joined Aveo Capital Partners in late 2017 and has been employed in the financial planning/wealth management arena for over 12 years. She provides support to both advisors and clients and loves coming to work every day and ensuring that clients are made to feel welcome from the time they arrive at the Aveo offices….
Zach Heath, CFP®
Wealth Advisor
Zach joined Aveo Capital Partners in the spring of 2021 with a team-oriented, client-first approach to private wealth management. As a Wealth Advisor, he provides tailored and comprehensive financial guidance designed to help clients cultivate, safeguard, and seamlessly transfer their wealth to future generations or philanthropic causes. With a deep commitment to understanding each client’s…
Ben Warwick
Wealth Advisor
Ben Warwick has been active in the investment profession since 1990. He founded Quantitative Equity Strategies (QES), a quantitative investment management firm that developed indices for the mutual fund industry, in 1999. The firm developed products for fixed income, managed futures, hedge fund, and private equity applications. The firm mutual fund business was sold to a…
Marsha Nuttall
Director, Client Service
Marsha has been making a difference in her client’s financial lives for more than 10 years. A career that began as the co-owner of a nationally ranked retail business provided valuable insight and perspective in her role as a personal financial representative. As a financial professional, Marsha has specialized in assisting families with retirement planning…
Andrew Armstrong
Chief Compliance Officer
Andrew is the Chief Compliance Officer of Aveo Capital. He is responsible for ensuring that the firm is always maintaining the the highest level of compliance standards as required by the SEC. He is also a vice president and compliance officer with Dinsmore Compliant Services. He has more than a decade of experience in compliance…
Natalie Neaton
Director, Employee Benefits
Natalie began her employee benefit career while at Paychex in 2000. While at Paychex, Natalie worked with both large and small businesses, advising those businesses on all aspects of their benefits functions, including: payroll, 401Ks and 401K integrations and benefit plans. Natalie used those experiences to become a direct benefit resource to businesses. Natalie’s focus…
Dana Bath, CDFA®
Wealth Advisor
Dana leverages her 30+ years of experience in financial planning to deliver exceptional client service at Aveo Capital. As a skilled Financial Planner and Certified Divorce Financial Analyst® (CDFA®), she designs personalized financial strategies and guides clients through complex financial situations. Dana’s commitment to her clients’ well-being fosters enduring relationships, earning her recognition for her compassion…
Chad Williams, CFP® CPWA®
Senior Wealth Advisor
After beginning his career with American Express Financial Advisors, Chad spent 14 years with CIMCO Private Wealth overseeing the investment committee, developing relationships with clients, helping them through key financial decisions and was the COO of CIMCO from 2007 to 2012. In May of 2014, Chad joined Aveo Capital Partners as a Private Wealth Advisor….