Kimberly Jones is a financial advisor at Astravia Family Wealth Office LLC with 13 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her prior experience includes roles at Wells Fargo Clearing, Wells Fargo Bank, and Wells Fargo Investments, as well as a substantial period as a homemaker. Astravia Family Wealth Office LLC serves individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, and various business entities. The firm offers comprehensive portfolio management, retirement plan consulting, and third-party money manager selection, utilizing a combined investment approach that incorporates fundamental and technical analysis, quantitative techniques, and Modern Portfolio Theory.

Carl Montgomery is a financial advisor with Astravia Family Wealth Office LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Morgan Stanley. Astravia Family Wealth Office LLC serves individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, and various business entities. The firm offers comprehensive portfolio management, retirement plan consulting, and third-party money manager selection, combining fundamental and technical analysis with quantitative techniques and Modern Portfolio Theory in its investment approach.

Eugene Yahiku is a financial advisor at Astravia Family Wealth Office LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Astravia in 2026, he worked for Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2026. Astravia Family Wealth Office LLC serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and various business entities. The firm offers comprehensive portfolio management and retirement plan consulting, combining fundamental and technical analysis, quantitative techniques, and Modern Portfolio Theory in its investment approach.

John Sheehan is a financial advisor with Astravia Family Wealth Office LLC who holds a Series 66 designation and has 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Morgan Stanley. Outside of his advisory work, he owns a personal training business. Astravia Family Wealth Office LLC serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and various business entities. The firm offers comprehensive portfolio management and retirement plan consulting, combining fundamental and technical analysis with quantitative techniques and Modern Portfolio Theory.