Our Team
You win championships when your team plays as one.
Your All-Star Team for Wealth, Family, and Life Beyond the Game.
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Aaron Goldberg
CFP®
Private Wealth Advisor
Advisory
Baraka Murimi
Senior Associate
Associates
Brandon Averill
CFP®, CPWA®, CIPM
CEO, Senior Private Wealth Advisor
Partner
Casey Roswarski
Associate
Tax
Charles Sarvari
Director of Strategic Operations & Employee Experience
People
Chase Dominguez
CFP®
Wealth Strategist
Wealth Strategy
Clayton Kimball
Investment Associate
Investments
Debbie Lynch
Chief Compliance Officer
Compliance
Erik Averill
CFP®, CPWA®
Partner, Senior Private Wealth Advisor
Partner
.avif)
Ethan Gahm
Associate
Associates
Frank Sanchez
CFP®, CIMA®
Wealth Strategist
Wealth Strategy
.avif)
Iman Musinovic
Operations Associate
Associates
Jack Wise
Associate
Associates
Jacob May
CFP®
Private Wealth Advisor
Advisory
Jay Santana
CPA, PMP
Managing Director
Tax
Jeff Locke
CFP®
Private Wealth Advisor
Wealth Strategy
Jillian Martinez
Associate
Associates
Josh McAlister
CPA, CFP®, RMA
Private Wealth Advisor
Advisory
Justin Dyer
CFP®, CFA
Chief Investment Officer, Partner
Partner
Kenny Sivcovich
EA
Senior Tax Associate
Tax
Linda Mak
CPA
Manager
Tax
Mena Hanna
CFA
Portfolio Manager
Investments
Michael Toole
CFP®
Wealth Strategist
Wealth Strategy
Riccardo Stewart
Director of Human Capital & Family Leadership
Advisory
Rob Peters
Associate
Associates
Robert McConchie
CPA, PFS, CKA
Partner, CFO
Partner
Ryan Wallace
Tax Associate
Tax
Sam Acho
Director of Human Capital and Impact
Advisory
.avif)
Sean Richardson
Associate
Associates
Tommy Hussong
CPA
Senior Tax Associate
Tax
Travis Chick
CFP®, CPWA®, AEP®
Senior Private Wealth Advisor
Advisory
Will McGuffey
Attorney, CFP®
Private Wealth Advisor
Advisory
Zach Miller
CFP®
Private wealth advisor
Advisory
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The AWM Way
“While our industry places money at the center, our philosophy begins and ends with you. We believe all assets should reflect your priorities and values. Every decision is first inspected for mission, then reviewed for financial fit.”
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