Experience

Avier Wealth Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Chief Operating Officer | Partner

  • Nov 2019 - Present

• Chief Operating Officer and Chief Compliance Officer

  • Jan 2019 - Nov 2019

  Bellevue, WA I work at Avier Wealth Advisors as the Chief Operating Officer and Chief Compliance Officer. My role involves developing and maintaining systems so that our clients have the best experience possible. I also work to develop tools and benefits within Avier that makes it a great place to work. I work closely with the executive committee to implement the firm's ideas and initiatives. As Chief Compliance Officer, I am responsible for ensuring Avier's compliance with legal and regulatory mandates.

• Associate Advisor

  • Mar 2014 - Dec 2018

  Bellevue, WA In his role as an associate advisor, JP works diligently to optimize operational efficiencies within Avier while facilitating seamless communication between clients and their account teams. As a primary point of contact, JP provides clients with timely, pertinent information backed by in-depth research to deliver expert financial guidance. Previously, JP served as an analyst with Wurts and Associates where he performed manager research and prepared portfolio analytics. JP’s wealth of knowledge… Show more In his role as an associate advisor, JP works diligently to optimize operational efficiencies within Avier while facilitating seamless communication between clients and their account teams. As a primary point of contact, JP provides clients with timely, pertinent information backed by in-depth research to deliver expert financial guidance. Previously, JP served as an analyst with Wurts and Associates where he performed manager research and prepared portfolio analytics. JP’s wealth of knowledge regarding institutional-class investments and dedication to continuing financial education further enrich the client experience at Avier. Avier Wealth Advisors provides financial planning and investment advisory services on a fee-only basis to individual investors, families, and business owners. Committed to absolute transparency, we build enduring partnerships with our clients based on mutual trust, shared values and sound investment strategies. Our fee-only compensation model allows us to help individuals and families successfully navigate the complexities of life while bringing clarity to their financial situations.



Verus

• United States
• Investment Management
• 1 - 100 Employee

• Analyst

  • Jul 2013 - Mar 2014

  Greater Seattle Area Principally responsible for tracking client portfolio performance, assisting with manager research, monitoring risk factors and contributing to capital markets analyses. Wrote white paper on infrastructure investing and helped disseminate infrastructure tools to consultants for use with clients.



Lakeridge Elementary School

• Chess Teacher

  • Sep 2012 - Jun 2013

  Worked with the 1st grade group to develop chess fundamentals. Looked to improve student's attention span, critical thinking and ability to process large amounts of information.



Medina Elementary

• Chess Teacher

  • Sep 2010 - Jun 2013

  Greater Seattle Area Taught the Beginning Girls group chess fundamentals. Helped develop the largest number of girls in a chess club in Washington State. Looked to improve student's attention span, critical thinking and ability to process large amounts of information.



West Woodland Elementary

• Chess Teacher

  • Sep 2009 - Jun 2013

  Greater Seattle Area Worked with the intermediate group to develop advanced thinking processes, tactics, opening strategies and end game concepts. Had several students place in the top 10 in Washington State for their grade.