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Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Tim Congleton

Partner

919-335-7158

tim@aventoaks.com

Tim began his financial services career with The Equitable (later AXA Advisors) on March 1, 1982. In addition to working closely with his clients, he held several leadership roles there including District Manager and Branch Training...
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Keith Propes

Partner

919-939-2805

keith@aventoaks.com

Keith Propes started his financial services career with AXA Advisors in 2005 after previously working both in sales and the retail industry. During his time at AXA Advisors, Keith developed a working relationship with his uncle, Tim...
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