Avery recently graduated from Texas State University with a Bachelor of Business Administration in Management and a minor in Data Analytics. During her academic career, Avery demonstrated a strong commitment to excellence, earning Dean’s List recognition while developing a passion for financial planning, analytics, and helping others achieve their goals.
Prior to joining Element Wealth Planning, Avery gained industry experience through an internship with Genesis Wealth Management. In this role, she assisted with financial data analysis, portfolio reviews, and client meeting preparation, gaining firsthand experience in the wealth management industry.
As a Client Service Associate, Avery will support the firm’s commitment to delivering an exceptional client experience through relationship management, operational support, and personalized service. Her attention to detail, strong communication skills, and client-first mindset make her a valuable addition to the Element Wealth Planning team.