J.T. Closi, CFP®
JT is our newest member of Avalon's Portland office with 9 years of advisory and wealth management experience. As a CERTIFIED FINANCIAL PLANNER™ professional, JT believes that every successful client relationship is built on trust and providing exceptional service each and every day.
Prior to joining Avalon, JT worked with top-tier wealth management firms in the Northwest working with affluent individuals, families and businesses. JT has extensive experience designing financial plans and providing ongoing portfolio management services for high-net-worth individuals. JT is a graduate of Western Kentucky University with a bachelor's degree in financial planning.