Avante Wealth
Roberto Espinosa
Wealth Management Advisor|AEP®, CAP®, CFP®, ChFC®, CLU®
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Get to know my dedicated network of specialists
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
Katie Himes
Workflow Manager
People come to me with their goals and dreams, fears and worries. I listen. I seek to understand what is important, what motivates, and what limits them. Then, my team and I create a plan that offers the tools and guidance needed to help ease their fears, lessen their worries, and allow them to live the life they want and to feel good about it.
Megan J Rutherford
Financial Advisor
I specialize in working with driven, successful professionals looking for financial education, a comprehensive plan, and a long-term relationship. My team and I focus on tax efficiency and wealth preservation to help people build a strong financial foundation for their lives.