Hi, I’m Avery.

A professional headshot of a man with short, light brown hair, wearing a navy blazer, white shirt, maroon patterned tie, and a white pocket square, against a plain gray background.

The future you want starts with a plan. Let’s build it together.

  • Certified Financial Planner®

    Certified Financial Planner®

  • RICP Retirement Income Certified Professional certification badge with purple shield design.

    Retirement Income Certified Professional®

  • A circular emblem with a black background and gold border, featuring a gold laurel wreath and the text '10 YEARS' in the center.

    10+ Years of Industry Experience

A white desk with a smartphone, a spiral notebook, a black pen, and a potted plant with green leaves in a white pot.

Financial planning is personal, and my approach starts with understanding you—where you are in life and what truly matters to you. From there, we take a deep dive into your financial picture, discussing your goals and where you want to go.

Through a collaborative process, supported by advanced software and cutting-edge analysis tools, we build a strategy tailored to your unique needs. My goal is to provide clarity, confidence, and a plan that evolves with you.

My Approach

Who We Serve

Modern wooden house with stone steps leading to a patio, surrounded by grassy hills and mountains in the background during daylight.

At Capital Evolution, we partner with individuals, families, and business owners who want to take control of their financial future. Our clients value clarity, strategy, and long-term financial security, and we help them achieve this through personalized planning, investment management, and risk mitigation.

  • Pre-Retirees & Retirees

  • Business Owners & Entrepreneurs

  • High-Earning Professionals & Executives

  • Families & Individuals Seeking Financial Clarity