Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Joan Tsuei, CPFA™
CEO | President | Wealth Manager
Arthur Cooper, CFP®
Managing Director
Arthur is our office Supervisory Jurisdiction Manager, (“OSJ”) and owner of the Investment Advisory firm we operate under. He is also an important member of our planning team for complex high net worth planning cases...
Tonya Collier, CFP®
Acting Principal
Tonya is the regulatory cornerstone of Avana Wealth Management and the Investment Advisory firm we operate under. She keeps us in compliance with the various regulatory bodies and guides us through every possible question or concern...
Wil Smith, CFA, CFP®
Certified Financial Planner™
Jason Werner, CFP®
Principal Support
Jason graduated Northern Arizona University with a Bachelor’s degree in Business Administration, Finance, & Economics. He has since built up his financial advisory business and joined our Investment Advisory firm...
