OUR TEAM
The Confluent team is comprised of experienced and certified professionals across areas of expertise. Along with the rest of our team, our expert financial advisors in Scottsdale, AZ, are all committed to the success of our clients. Our mission is to prioritize our clients’ needs first and remain dedicated to creating real long-term wealth for every client across the United States. Each of our team members has a role to play in reaching our goals and fulfilling our mission.
Say hello...
MEET THE CONFLUENT TEAM!
Nicholas (Nick) Chavez
Financial Advisor
Series 7 License | Series 65 License | Series 63 License | Arizona Life and Health Insurance License
Cole Achtzehn
Marketing Manager
Cole is an experienced marketing professional who believes good marketing should do more than get someone’s attention, it should help people understand what they’re getting into and feel confident in the people they’re trusting.
Cole earned his degree in marketing from Hastings College in Hastings, Nebraska, where he also played college football. Since then, he has spent the majority of his career developing marketing strategies designed to help businesses grow, strengthen their brands, and create better experiences for the people they serve.
That experience has shaped the way Cole approaches marketing at Confluent. In a world where financial services can often feel complicated, impersonal, or overly sales-driven, he believes transparency and education matter. His focus is on using marketing not simply to promote Confluent’s services, but to give people useful information, answer questions, and help them better understand the decisions they’re making with their financial future.
For Cole, earning someone’s trust is more important than simply earning their business. That’s why he views marketing as an extension of the overall client experience, an opportunity to be helpful, straightforward, and genuine from the very first interaction.
Outside of work, Cole likes to stay active by playing sports and going to the gym. He’s also a big fan of movies, sporting events, and live concerts.
Raj K.
Operations Manager
Raj is a seasoned Operations Manager with a dynamic career spanning banking, media, and retail. With an MBA in Marketing and a Bachelor’s in Business Administration, she brings a strategic and process-driven approach to every challenge.
Before joining the Confluent team, Raj led operations at IndusInd Bank, where she played a crucial role in ensuring smooth banking operations while supporting the sales and advisory teams. Her ability to balance precision with agility made her a key asset in delivering seamless customer experiences. Prior to that, she managed operations for a leading media and news agency, orchestrating high-pressure workflows with finesse.
Raj also honed her expertise in retail operations and inventory management at Walmart, where she mastered the art of logistics, supply chain coordination, and process optimization. Her ability to turn challenges into opportunities has made her an invaluable leader in every role she’s taken on.
Beyond work, Raj is an avid hiker, a passionate home cook, and a music enthusiast who believes that a well-run operation is much like a great recipe; every element needs to come together perfectly!