We Listen. We Care.
Our first priority is to take care of you and your family, at whatever stage of life you're at. We want to learn more about your personal situation, identify your dreams and goals, and understand what's most important.
What Does Retirement Look Like for You?
We understand each individual faces unique challenges in their financial lives. We take time to understand your concerns and what you value and craft a plan tailored to meet your financial goals and objectives.
Investment Management
Time-tested and evidence-based. We build effective portfolios that fit your needs.
Andy Avera
Director of What's Possible
I have more than 20 years of experience. I have a master’s degree in personal financial planning. I have several designations after my name. That being said, these things do not define who I am...
Chris McCall
Director of Getting it Done
I joined Andy to build a firm that is mission-driven, not profit-driven. A prior mentor of mine would say, “Always do what’s right, and everything else will work itself out.” That stuck with me and still guides me today...
Allison Daines
Director of Client Delight
allison@journeybeyondwealth.com
For me, the pull to financial planning came from learning the material and emotional impact that being intentional with money can have on individuals and families. When I was in high school, I was selected to be a teen writer for a...
Jessica Stembridge
Director of Team Success
jessica@journeybeyondwealth.com