Our Team
As independent financial advisors, the Aviso team does not use proprietary products. We are truly independent, relying on the most open architecture possible to tailor specific solutions that meet your unique needs. Our practice and code of ethics is based on the fact that the only person we answer to is you. We deeply appreciate our client relationships and are committed to being there for you through clear sailing or stormy seas.
Joseph A. Perry (Joe) has been helping clients achieve financial independence for more than two decades. His proprietary investment strategies have achieved industry-wide recognition.
For over a decade, Will has been a dedicated advisor to families, businesses, and nonprofits. He works with his clients to define their financial goals, chart a course toward success, and provide ongoing active wealth management.
Timothy MicKey (Tim) cares deeply about working toward the success of his clients. His achievements have made him an industry leader whose ideas and opinions are often sought out by financial and mainstream publications.
Joyce Provost began her financial career in 2004 working for an investment firm on the Kitsap Peninsula in Washington State. With a head for numbers and a natural gift for creating strong ties with people, Joyce....
A large motivator for Diana, is to help educate clients and empower them to make profitable financial decisions.
Kayla strives to provide timely, detail oriented and highly personalized accounting and tax services to her clients...
Bryant assists in the management of client portfolios. His responsibilities include daily portfolio management tasks such as liquidity management, portfolio rebalancing, trade execution, and risk and performance analysis.
Kerri has an Associate’s Degree in Specialized Business in Human Services from McCann School of Business & Technology and a heart for helping people.
Jenny is deeply committed to service excellence, ensuring a smooth and efficient experience for every client...
