Katy Avery

Katy Avery

Office Administrator

Phone: 925.866.7800
Fax: 925.866.7803
E-mail:


Katy Avery is our Office Administrator.  Katy serves as the first point of contact for all office inquires. She maintains advisors’ calendars and appointments, our information database, and all incoming and outgoing correspondence.  She is a graduate from UC Davis who currently resides in Pleasanton with her husband and 2 children, Ryan and Kendra.  She enjoys the San Jose Sharks, wine, traveling, reading and spending time with family and friends.