Meet Our Team

 

Jeffrey A. Moheban, CFP®

President/Founder
jeff@avalonwealth.com

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 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®

Personal Financial Advisor/Managing Director
matt@avalonwealth.com

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@avalonwealth.com

Julie has over 35 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.

 

 

Matthew J. Sigler, CFP®

Personal Financial Advisor
matts@avalonwealth.com

Matthew has been serving Avalon Wealth Advisory clients since 2014. With over 19 years of experience in financial planning, portfolio management, private banking, and wealth advisory services, he provides comprehensive financial planning and investment management advice to business owners, corporate executives, and affluent families. He strives to simplify financial complexities for his clients while delivering strategic solutions, objective advice, and a high level of personal service.  Matthew graduated from DePauw University with majors in Economics and Music.  In 2010, he earned the CFP® designation.  Currently, Matthew is a member of the Financial Planning Association of Greater Indiana as well as Carmel-Fishers OneZone Chamber of Commerce. In addition to helping clients achieve their financial goals, Matthew also enjoys spending time with family, participating in outdoor activities, and cheering on the Indianapolis Colts.

 

Nicole M. Yankauskas, CFP®

Personal Financial Advisor
nicole@avalonwealth.com

Nicole joined Avalon in 2011 and serves as a financial planner focusing on client service and implementation.  She works with closely held business owners, corporate executives, physicians, and other high net worth individuals on all aspects of their financial plan.  Nicole constructs each client’s initial financial blueprint and updates their cash flow and net worth projections as their situations change over the years.   In addition to day to day client service, she is also responsible for special projects including estate flowcharts, asset allocation reviews, and retirement modeling.  She earned the Certified Financial Planner (CFP®) designation in 2014.  Outside of work, Nicole enjoys being active outdoors and spending time with her husband Paul and daughter Elise.

 

Spencer A. Shoemaker

Associate
spencer@avalonwealth.com

Spencer joined Avalon in 2017 and serves as a client service associate.  Spencer’s responsibilities include the design and preparation of the Avalon work product – the Financial Blueprint, along with special projects such as cash flow analysis, estate flow charts, asset allocation reviews, and retirement modeling.  Spencer is a graduate of Butler University with a double major in finance and economics.  He is currently pursuing the Certified Financial Planner (CFP®) designation through post-graduate training in investments, insurance, tax, retirement, and estate planning.  Spencer is originally from Auburn, Indiana.  In his free time, he stays busy playing golf, watching sports, and spending time with his family.

 

Nathalia H. Bedrava

Executive Assistant to the President
nathalia@avalonwealth.com

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 10 years of experience on customer care in different areas, including retail, tourism, and banking, Nathalia is able to keep things running smoothly. Nathalia is from Quito, Ecuador, where she earned a BS in biology from Pontificia Universidad Catolica del Ecuador and is fluent in Spanish.

 

 

Susan Songer

Client Service Specialist
susan@avalonwealth.com

Susan joined Avalon in 2007 with over 20 years of 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@avalonwealth.com

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@avalonwealth.com

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.