The Avalune Group

Katie Petre, Kerrie Boller, and Rachel Chupailo, CFP?, BFA?, CDFA? had a fulfilling time today in Grand Haven for the Junior Achievement of the Michigan Great Lakes Girls' Dream Day, introducing 7th and 8th graders to STEM careers and leading three sessions for career readiness for STEM. The Avalune Group was proud to be a Dream Sponsor for this amazing event.

Last week, Kerrie Boller and I humbly represented our team at the Forbes Top Teams Summit in Miami Beach. Being included on the Forbes Best in State Wealth Management Teams list is a great honor knowing that we are one of the smallest teams on it as measured by assets under management. If we were measured by that alone, we wouldn’t be included. The difference is the amazing people on our team that passionately live out our Purpose of enriching the lives of our clients and members of our community each and every day. Even though we are in the “money” business we are fully aware that money doesn’t value people. Only people can value other people. That’s where it starts and when that happens, our clients at The Avalune Group will reach their Moon!

Happy International Women's Day! The Avalune Group celebrates the competent women on our team: Katie Petre - Director of Client Experience Rachel Chupailo, CFP??, BFA??, CDFA?? - Financial Advisor Megan Van Horn - Client Relationship Manager Kelsey Hosner - Financial Planning Specialist Kerrie Boller - Operations Director/COO Saloni Shri - Client Service Specialist

Tim and Kerrie are at their third Top Teams Summit this week hosted by Forbes. Each year they've attended, they've come back with shared best practices and new ideas to make our team even better. There's no end to better! We are looking forward to hearing all of the great ideas they bring back.

Tim and Kerrie are at their third Top Teams Summit this week hosted by Forbes. Each year they've attended, they've come back with shared best practices and new ideas to make our team even better. There's no end to better! We are looking forward to hearing all of the great ideas they bring back.

Help us congratulate Kyler Koch for passing the Michigan Life, Accident and Health Exam as well as the Michigan Variable Products Exam! Kyler is now fully licensed. We are proud of Kyler for continuing to reach for new goals in his career and all of the great work he does every day.

All of us at The Avalune Group are proud to share that we have received the Ameriprise Client Experience Award —?a testament to delivering outstanding client care, excellent service and personalized advice to help clients achieve their financial goals. https://bit.ly/4kaRICN

Help us wish Saloni a happy work anniversary! Saloni has been with the Avalune Group for two years this week. We are so grateful for Saloni's continued support of our team and her excellent work. Happy Anniversary, Saloni!

All of us at The Avalune Group are excited to share that Timothy Huizenga, CFP??, BFA??, ChFC?? has been named to the Circle of Success – a distinction reserved for Ameriprise Financial's top advisors. Please join us in congratulating Tim! https://bit.ly/4i3e72X

The Avalune Group is hiring! If you or someone you know is interested in working for our team as an Administrative Assistant, please see the link below. https://lnkd.in/eNW3BCts About The Avalune Group: Our clients have a goal, or what we like to call their “moon.” As a cohesive team, we form meaningful relationships to understand our clients’ values, chart their course and help to secure the future they imagine. We’re intentional about forming meaningful and engaged relationships with our clients. We don’t expect trust, we earn it. When it comes to our clients' goals for the future, we spend time gathering a holistic picture of they you are and their values. We also have a lot of fun together living our mission, vision, purpose and values every day!