MEET

THE TEAM

Avi Pai – Revant Wealth leadership team, wealth management expert

Avi K. Pai, CFP®

Partner | Principal Private
Wealth Advisor
David Mackenzie – Revant Wealth leadership team, wealth management expert

David McKenzie, Esq., CPFA

Partner | Retirement Plans Practice Leader
Kevin Shah – Revant Wealth leadership team, wealth management expert

Kevin Shah, CFP®

Partner | Private Wealth
Practice Leader
Courtney Strand – Revant Wealth leadership team, wealth management expert

Courtney Strand

Partner | Director of Operations
Stephanie Hammell – Revant Wealth leadership team, wealth management expert

Stephanie Hammell, MBA, CFP®

Private Wealth Advisor
Darla Serrano – Revant Wealth leadership team, wealth management expert

Darla Serrano, CFP®, ChFC®

Private Wealth Advisor
Karis Jones – Revant Wealth leadership team, wealth management expert

Karis Jones

Client Success Associate
Karina Rodriguez – Revant Wealth leadership team, wealth management expert

Karina Rodriguez

Client Success Associate
Eva Cinciutie – Revant Wealth leadership team, wealth management expert

Eva Cinciute

Client Success Associate
Contact

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