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.
William Verrill, AIF®, CWS®
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, AIF®, CWS®
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....
Diana Kon, AVP
Director of Operations
A large motivator for Diana, is to help educate clients and empower them to make profitable financial decisions.