Avalan Wealth Management
Founded in 2011, Avalan Wealth Management is a family office based in Santa Barbara, California. The firm provides services to families and businesses and provides services in the fields of insurance, real estate, tax law, accounting, estate planning, and more.
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5team members
4Partners
1Principal
Investment Team
5 team members
Name
Title
Role
Contact
JJ
Jeffrey Jagard
Managing Director & Partner
Partner
JJ
Jeffrey Jagard
Partner
Managing Director & Partner
KC
Kathryn Courain
Partner
Partner
KC
Kathryn Courain
Partner
Partner
PM
Peter Madlem
Chief Investment Officer & Partner
Partner
PM
Peter Madlem
Partner
Chief Investment Officer & Partner
RS
Rich Schuette
Founder & Partner
Partner
RS
Rich Schuette
Partner
Founder & Partner