Avalon Wealth Advisory

Jeffrey Moheban, CFP®

Personal Financial Advisor/Managing Director

jeff@avalonwealth.com

Jeff, the founder of Avalon Wealth Advisory, has over twenty-five years of experience advising entrepreneurs, physicians and senior executives of public companies. Jeff has built an extensive clientele of high net worth families over the years. His creative financial and investment recommendations have accelerated successful individuals toward their idealized financial goals. As Avalon’s team leader, Jeff will direct the client’s blueprint from paper to success. He will help establish a team of advisors critical for each client’s financial development, then work with clients and those advisors to adapt the blueprint over time. Jeff graduated from Indiana University Kelley School of Business in 1982.

Matthew A. Eckert, CFP®

Personal Financial Advisor/Managing Director

matt@avalonwealth.com

Matt brings over twenty years of experience in banking and financial services to Avalon. Matt provides comprehensive financial planning and investment planning advice to corporate senior executives, affluent individuals and families, and closely-held business owners. Matt is also responsible for asset allocation and modeling; and ongoing due diligence of the investment managers, mutual funds, and marketable securities recommended by Avalon. Matt joined Avalon in 2000. From 1990 through 1995, Matt was a bank loan officer, first with Indiana Lawrence Bank and then with First National Bank, Kokomo, Indiana. In 1995, he became a registered representative with Waterhouse Securities and in 1998, he moved to Prudential Securities, before returning to Waterhouse Securities in 1999. Matt graduated from St. Joseph’s College in 1990.

Julie K. McMorrow, CFP®

Personal Financial Advisor/Managing Director

Julie@avalonwealth.com

Julie has over twenty-five years of experience in the financial services industry. She participates in the development of our infrastructure to facilitate operations, technical development and regulatory issues. She also supports new and existing clients with various aspects of their financial plan and is a member of the firm’s investment committee. Julie spent seventeen years with a regional investment banking firm as a Senior Vice President of Marketing and Product Development assisting with the development of strategic business planning, sales and customer service and financial consulting. Julie attended Indiana University and IUPUI.

J. P. Wyand, CFP®

Personal Financial Advisor

jp@avalonwealth.com

J.P. has over ten years of experience providing comprehensive financial planning advice to clients ranging from corporate executives, physicians, closely-held business owners and other high net worth individuals. J.P. is a graduate of Indiana University with a B.S. in Management and Finance. He achieved the Chartered Life Underwriter (CLU) designation in 2005 and the Certified Financial Planner (CFP®) designation in 2007 through postgraduate training in investments, insurance, retirement, tax and estate planning.

Kelly H. Kaufman, CFP®

Personal Financial Advisor

kelly@avalonwealth.com

Kelly has over seven years of experience in the insurance and financial services industry. She works with new and existing clients which consist of closely-held business owners, corporate executives, physicians and other high net worth individuals on various aspects of their financial plan.

Kelly is a graduate of Sweet Briar College with a B.A. in Economics. She achieved the Chartered Life Underwriter (CLU) designation in 2007 and the Certified Financial Planner (CFP®) designation in 2008 through postgraduate training in investments, insurance, retirement and estate planning.

Nicole Yankauskas

Associate

nicole@avalonwealth.com

Nicole is a recent graduate of Ball State University where she earned her bachelor’s degree in finance and risk management. She joined Avalon in May 2011 and helps prepare our Financial Blueprints, works with various software systems, and assists with special projects. Nicole is currently working on achieving the Certified Financial Planner (CFP®) designation.

Patti Duffy

Part Time Associate

patti@avalonwealth.com

Patti handles all of the firm's filing, and clerical and administrative support.

Kelly McCool

Associate

kellymc@avalonwealth.com

Kelly joined the Avalon team after spending over twenty years in the real estate field in both the residential and commercial sectors. She is the Executive Assistant to the President and assists the Managing Directors. She acts as a liaison to clients, ensuring the smooth and timely coordination of many unique and varied services provided to Avalon clients. Kelly has achieved her Indiana real estate salesperson’s license and is a Notary Public.

Susan Songer

Associate

susan@avalonwealth.com

Susan brings over twenty years of experience to Avalon in the financial and insurance administration field. Susan is responsible for assisting clients and keeping them informed as she coordinates the daily aspects of their finances. She is responsible for all implementation for the firm, which includes new account set up, wire transfers, charitable gifts, etc.

Cathy South

Associate

cathy@avalonwealth.com

Cathy has over twenty-seven years of experience in the investment operations arena. She is responsible for operating and maintaining our portfolio management software. She’s also heavily involved in the generation of our quarterly investment performance reports. Cathy interacts with clients and their tax advisors on cost basis, gain/loss reporting, investment income, etc. Cathy attended IUPUI (2000-2005).

Mary Walsh

Corporate Secretary

marywalshirish@comcast.net

Mary handles all matters pertaining to the finances at Avalon. She handles client invoicing, accounts payable and receivable and budgeting. Mary has over twenty-five years of experience as a financial officer with closely-held businesses in Indianapolis. Mary also handles monthly bill paying for clients desiring this service.