Private Wealth Manager
As a private wealth manager, Avery enjoys building long-lasting relationships with his clients and taking a collaborative, creative approach to planning. He helps his clients address many aspects of their financial world including income planning, estate planning, wealth management, and helping people find the optimal Medicare related benefits. His greatest goal is to help his clients experience confidence by setting comprehensive strategies in place needed to achieve financial clarity.
As a result of his efforts in taking care of his clients, he qualified as a member of the *Million Dollar Round Table in both 2022 and 2023.
*To qualify for membership, members must meet specific production/sales requirements, belong to at least one recognized financial or insurance organization, and agree to abide by MDRT's code of ethics. The membership is not representative of client experience and is not indicative of future performance or success.
Areas of Focus
Avery enjoys working with a wide range of clients, and he specializes in serving business owners, pre-retirees, and retirees. He understands the importance of strategic planning as investors approach retirement, and he works with clients to simplify the planning process, taking details off their plates so they can enjoy what they’ve worked so hard for.
Having grown up around the business, Avery has always been interested in finance. He joined the NoxNumis team in 2016, focusing on Medicare plans and helping clients understand how to maximize their healthcare benefits throughout retirement. He soon earned his Series 7 and 66 licenses, and today he enjoys the opportunity to help others while working in a field he’s passionate about.
Avery and his partner Demi enjoy spending time together with their little girls, Ivy and Lillie. They love playing board games together or hanging out with their family and friends at the lake. To Avery, a perfect weekend is spent playing a round of golf, working on DIY projects around his house, shooting at the gun range, or watching a KU basketball game on TV.