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Our team is
here for you.

You’ve worked hard to get here, and we’ll work even harder to get you to the next level. Meet your team of experts.

Partners

BRANDON AVERILL, CFP®, CPWA®, CIPM Managing Partner
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JUSTIN DYER, CFA®, CFP® Partner
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ERIK AVERILL, CFP®, CPWA®, CKA®Erik Averill is the co-founder of AWM. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and a Certified Private Wealth Advisor (CPWA®). Prior to AWM, Erik was a professional baseball player. He is the co-author… — ERIK AVERILL, CFP®, CPWA®, CKA® Partner
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ROBERT McCONCHIE, CPA/PFS, CKA®Robert McConchie is a partner and co-founder at AWM Capital, and has over 18 years of experience as a tax and personal financial specialist. He is a specialist in multi-state taxation and taxation of high net worth individuals and businesses. He was a 2018 recipient of the AICPA ‘Standing Ovation’ award, which recognizes young CPA’s under the age of 40 SEE MORE ➢ — ROBERT McCONCHIE, CPA/PFS, CKA® Partner
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Advisory Team

TRAVIS CHICK, CFP®, CPWA® SEE MORE ➢ — TRAVIS CHICK, CFP®, CPWA®, AEP®
Senior Private Wealth Advisor
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SAM ACHO
Director of Human Capital & Impact
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AARON GOLDBERG, CFP® SEE MORE ➢ — AARON GOLDBERG, CFP®
Private Wealth Advisor
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WILL MCGUFFEY, Private Wealth Advisor SEE MORE ➢ — WILL MCGUFFEY, CFP®
Private Wealth Advisor, Attorney
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ZACH MILLER, Private Wealth Advisor SEE MORE ➢ — ZACH MILLER, CFP®
Private Wealth Advisor
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JACOB MAY, CFP®
Private Wealth Advisor
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JOSH MCALISTER, CFP®, RMA®, CPA
Private Wealth Advisor
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RICCARDO STEWART
Director of Human Capital & Family Leadership
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Wealth Strategy Team

CHASE DOMINGUEZ, CFP® Wealth Strategist
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FRANK SANCHEZ, CFP® CIMA® Wealth Strategist
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JEFF LOCKE, CFP® Wealth Strategist
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MICHAEL TOOLE, CFP® Wealth Strategist
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Associate Team

JILLIAN MARTINEZ Associate
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ETHAN GAHM Associate
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SEAN RICHARDSON Associate
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BARAKA MURIMI Associate
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JACK WISE Associate
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ROBBIE PETERS Associate
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IMAN MUSINOVIC Operations Associate
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Tax Team

JAY SANTANA, Senior Tax Manager SEE MORE ➢ — JAY SANTANA, CPA Managing Director
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LINDA MAK, CPA Manager
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KENNY SIVCOVICH, Tax Associate SEE MORE ➢ — KENNY SIVCOVICH, EA Tax Senior
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TOMMY HUSSONG, Tax Associate SEE MORE ➢ — TOMMY HUSSONG, CPA Senior Associate
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RYAN WALLACE Associate
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CASEY ROSWARSKI Associate
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Investment Team

MENA HANNA, Trader & Analyst SEE MORE ➢ — MENA HANNA, CFA® Senior Investment Analyst
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CLAYTON KIMBALL Investment Associate
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Compliance

DEBBIE LYNCH Chief Compliance Officer
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People Team

CHARLES SARVARI Director of Employee Experience and Operational Strategy
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