Meet Our Team


Jeffrey A. Moheban, CFP®

President / Founder

Jeff is the president and team leader of Avalon Wealth Advisory. After graduating from the Indiana University Kelley School of Business in 1982 and working in the industry for over a decade, Jeff founded the firm in 1999. In the time since, Jeff has been applying his extensive knowledge as a Certified Financial Planner™ (CFP®) to serve and advise Avalon’s clientele of high net worth families. His creative financial and investment recommendations have helped successful individuals, including entrepreneurs, physicians, and senior executives of public companies, to achieve their financial goals. When he is not working to help clients realize their financial dreams, Jeff enjoys relaxing on the golf course and spending time with wife Erin, daughters Rachael and Hannah, and Bearded Collie Lillian.




Matthew A. Eckert, CFP®

Managing Director / Personal Financial Advisor

Matt joined Avalon in 2000 and became a Certified Financial Planner™ in 2001. Prior to that time, Matt earned a BA from Saint Joseph’s College in 1990 and then worked throughout the financial services industry, specifically in the banking and investment arenas. At 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. When away from the office, Matt enjoys time with wife Tricia and sons Brody and Kael.  He is also involved in the Skiles Test Baseball Board and coaching basketball in the Lawrence Township Boys Basketball League.



Julie K. McMorrow, CFP®

Managing Director / Personal Financial Advisor

Julie has over 37 years of experience in the financial services industry and has been with Avalon Wealth Advisory since 2003. Before joining AWA, Julie was actively involved with many different segments of the financial services industry.  She spent 17 years 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 has a demonstrated record in financial and investment program, bringing well-grounded performance to the development of financial planning and portfolio management.  With vast accumulated industry expertise, Julie plays a leadership role at AWA, especially in the areas of operations, technical development, and regulatory issues.  A long-time Indianapolis resident and graduate of Indiana University, Julie also enjoys spending time with friends and family as well as traveling and cooking.



Beth A. Boylan, CFP®, CDFA®

Personal Financial Advisor

Beth joined Avalon Wealth Advisory in 2019 with over 13 years of industry experience. As an advisor, she serves individuals and families by helping them navigate the complexities of their financial life. Her goal is to make the lives of successful, busy people easier. Prior to joining Avalon, Beth served as the Head of Financial Planning for a large, regional CPA firm and as a dedicated financial planner for a Fortune 500 company. Beth is a graduate of Indiana Wesleyan University, Marion, Indiana with a degree in business administration and management.  She earned her Certified Financial Planner™ (CFP®) designation in 2009 and is a Certified Divorce Financial Analyst® practitioner since 2019. Beth serves as a mentor for EDGE Mentoring and on the Conner Prairie Horizon Council. When not at work, she enjoys spending time with her husband Greg, son Edison and dog Jaxan




Nicole M. Yankauskas, CFP®, CPWA®

Personal Financial Advisor

Nicole joined Avalon in 2011 and serves as a financial planner focusing on client service. She works with closely held business owners, corporate executives, physicians, attorneys, and other high net worth individuals and families on all aspects of their financial plan. In addition to day to day service and implementation, she prepares meeting deliverables including investment reports, asset allocation reviews, estate flow charts, retirement projections, and various other projects as needed. She earned the Certified Financial Planner™ (CFP®) designation in January 2014 and the Certified Private Wealth Advisor® (CPWA®) designation in May 2019. Outside of work, Nicole enjoys being active outdoors and spending time with her husband Paul, daughter Elise, and son Pauly.




Spencer A. Shoemaker, CFP®

Personal Financial Advisor

Spencer joined Avalon in May 2017 and serves as a financial planner. He works with new and existing clients who consist of closely held business owners, corporate executives, physicians, and other high net worth individuals on various aspects of their financial plan. Spencer’s additional responsibilities include the design and preparation of the Avalon work product – the Financial Blueprint, along with special projects such as cash flow analysis, estate flowcharts, and retirement modeling. Spencer is also actively involved in Avalon’s investment due diligence process and sits in on our Investment Committee. Spencer is a 2017 graduate of Butler University with a bachelor’s degree in finance and economics. He earned the Certified Financial Planner™ (CFP®) designation in 2019 through post-graduate training in investments, insurance, tax, retirement, and estate planning. In his free time, he stays busy playing golf, watching sports, and spending time with his family.



Crystal Jacquay

Senior Client Service Associate

Crystal joined Avalon in 2020 as a Senior Client Service Associate.  She works closely with her clients to ensure the seamless coordination of services and implementation of their financial needs and goals.   Crystal’s primary focus is providing exceptional client service for new and existing clients of Avalon.  She excels in client service, sound and objective professional advice and attention to detail.  Crystal earned a Bachelor’s degree from Indiana University and is currently pursuing the Certified Financial Planner™ certification.

Crystal, her husband Bryan and their daughters live in Noblesville.  She enjoys watching her girls play sports and spending time with friends and family.




Nathalia H. Bedrava

Executive Assistant to the President

Nathalia joined Avalon in 2013 as the Executive Assistant to the President. She also assists the Managing Directors and acts as a liaison to clients.  Nathalia coordinates meetings with clients and advisors and oversees the smooth and timely accomplishment of Avalon’s various services to clients.  With over 15 years of experience on customer care in different areas, including retail, tourism, and banking, Nathalia is able to keep things running smoothly. Originally from Quito, Ecuador, she holds a B.S. in Biology from the Pontificia Universidad Catolica del Ecuador. She is fluent in Spanish.




Susan Songer

Client Service Specialist

Susan joined Avalon in 2007 with over 20 years in the financial and insurance administration fields.  She works hard to assist clients and keep them informed as she coordinates the daily aspects of their finances. She is a valuable member of the Avalon team, responsible for all implementation for the firm, which includes new account set up, wire transfers, charitable gifts, etc. In her free time, Susan loves spending time with her family, including 3 grandchildren, and her friends. Hobbies include traveling and a weekly bowling league.





Cathy South

Client Service Specialist

Cathy has been part of the Avalon family since 2005.  Some of her responsibilities include correspondence, account set-up and maintenance, beneficiary processing, monitoring vendor processing,  operating and maintaining portfolio management software, and generation of quarterly investment performance reports. Cathy also interacts with clients and their tax advisors on cost basis, gain/loss reporting, and investment income. Cathy graduated from IUPUI in 2005 and brings with her a wealth of experience in the banking, securities, financial planning, and related industries.  Outside of work, Cathy has a passion for animals, photography, art, and the ocean.




Patti Duffy

Part-Time Associate

Patti is Avalon’s part-time office administrative assistant.  She handles all the firm’s filing as well as clerical and administrative support.  Patti began working at Avalon in 2006 and finds the work environment both professional and congenial.  She takes professional pride in being a part of the AWA team.  Prior to joining Avalon, Patti received a BA in marketing from Northern Illinois University and worked as a third-party administrator of insurance benefits.  Providing topnotch customer service to clients is her priority.





Susan E. Mitchell

Compliance Administrator

Sue joined Avalon in 2018 as the Compliance Administrator and is responsible for coordinating regulatory compliance items for the firm.  With over 35 years of industry experience, Sue handles the day-to-day regulatory responsibilities and advises senior management on areas to maintain Avalon’s strong culture of compliance.  Trust, integrity and high ethical standards are the building blocks of any successful organization.  Sue is originally from Pittsburgh, Pennsylvania and is still an avid Steelers fan.  She enjoys spending time with Mitch and their families, including 3 grandchildren.  Activities include biking and sports.