Avise Financial

Leighann Miko is a CFP® professional with 10 years of industry experience, currently serving at Avise Financial since 2023. She has previously worked at CG Financial Services and provides tax and business management services through StatusFlow, a separate non-investment business. Avise Financial offers investment management and financial planning to individual and high-net-worth clients, trusts, estates, pension plans, and business entities. The firm uses a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory, employing both passive and active strategies while incorporating third-party managers and ongoing portfolio oversight.

Uziel Gomez is a CFP® professional with two years of industry experience. He is currently with Avise Financial, where he has worked since 2025. His prior experience includes roles at Equalis Financial, US-LATAM Tax Group, and Ballast Point Financial Planning. Avise Financial provides investment management and financial planning services to individual and high-net-worth clients, as well as trusts, estates, pension plans, and business entities. The firm employs a combination of fundamental, technical, cyclical analysis, and modern portfolio theory, utilizing both passive and active strategies tailored to client needs.

Claire Thornton is a CFP® with nine years of industry experience, currently serving as a financial advisor at Avise Financial. She has held roles at multiple firms including Apella Capital, Inspired Financial, and Merrill Lynch. Avise Financial provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, pension plans, and business entities. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory, offering both passive and active strategies tailored to client needs.

David Tassone is a CFP® and Series 65 credentialed advisor with eight years of industry experience. He currently works at Avise Financial and previously held roles at Kaye Capital Management and KPMG. His background includes experience outside finance at New Smiles Dentistry and involvement with the Associated Students of Loyola Marymount University. Avise Financial provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, pension plans, and business entities. The firm employs a mix of fundamental, technical, cyclical analysis, and modern portfolio theory, using both passive and active strategies while integrating third-party managers and custodial platforms.

Theresa Pablos is a CFP® and holds a Series 65 license with one year of industry experience. She is currently with Avise Financial and has prior experience at Wealth Enhancement Group and KCS Wealth Advisory. Outside of financial advising, she consults on podcast production through her self-employed business, Theresa Pablos Communications. Avise Financial provides investment management and financial planning services to individual and high-net-worth clients, as well as trusts, estates, pension plans, and business entities. The firm employs both passive and active strategies, utilizes third-party managers, and offers a range of services including discretionary portfolio management, tax preparation, and educational seminars.

Katrina Soelter is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Avise Financial. Her prior roles include positions at Equalis Financial LLC, KCS Wealth Advisory, and Wells Fargo Advisors. Avise Financial provides investment management and financial planning to individual and high-net-worth clients, as well as trusts, estates, pension plans, and business entities. The firm employs a mix of fundamental, technical, cyclical analysis, and modern portfolio theory to build tailored portfolios, using both passive and active strategies and incorporating third-party managers where appropriate.