Ava Cachola supports out team with a variety of client-facing and administrative responsibilities. She will be providing staff support for wealth management client service requests and transactions as well as assist with IRS filings, internal and client updates, software management and assisting our advisors with presentation materials. Her role is key to the overall efficiency of our office.
Ava graduated from Virginia Commonwealth University in 2024 and is currently in her first year of graduate school pursuing a Masters of Decision Analytics at VCU.
Outside of the office, she enjoys spending time with her dog, exploring new coffee shops, and staying active. She also has a passion for learning and continuing to building her skill set. Ava values time with family and friends and brings that same sense of connection and positivity into her work with both clients and colleagues.