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®
Family Office Advisor
Advisory
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Ben Griffith
Client Experience Associate
Associates
Braden Griffiths
Associate
Associates
Brandon Averill
CFP®, CPWA®, CIPM
CEO, Partner, Family Office Advisor
Partner
Casey Roswarski
Tax Associate
Tax
Charles Sarvari
Director of Strategic Operations & Employee Experience
People
Chase Dominguez
CFP®
Wealth Strategist
Wealth Strategy
Clayton Kimball
CFA
Senior Investment Associate
Investments
Corbin Bozosi
CFP®
Associate Advisor
Associates
Debbie Lynch
CCO
Compliance
Erik Averill
CFP®, CPWA®
Partner, Family Office Advisor
Partner
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Ethan Gahm
Associate
Associates
Frank Sanchez
CFP®, CIMA®
Wealth Strategist
Wealth Strategy
Iman Musinovic
Operations Associate
Associates
Jack Wise
Associate
Associates
Jacob May
CFP®
Family Office Advisor
Advisory
Jay Santana
CPA, PMP
Director of Tax
Tax
Jeff Locke
CFP®, CPWA®
Wealth Strategist
Wealth Strategy
Jillian Martinez
Associate
Associates
Josh McAlister
CPA, CFP®, RMA
Family Office Advisor
Advisory
Justin Dyer
CFP®, CFA
CIO, Partner, Family Office Advisor
Partner
Kenny Sivcovich
EA
Senior Tax Associate
Tax
Linda Mak
CPA
Tax Manager
Tax
Mena Hanna
CFA, CAIA
Investment Manager
Investments
Michael Toole
CFP®
Wealth Strategist
Wealth Strategy
Riccardo Stewart
Family Office Advisor
Advisory
Rob Peters
Associate
Associates
Robert McConchie
CPA, PFS, CKA
CFO, Partner
Partner
Roger Ferguson
Investment Manager
Investments
Ryan Wallace
Tax Associate
Tax
Sam Acho
Family Office Advisor
Advisory
Sam Aleman
Senior Tax Associate
Tax
.avif)
Sean Richardson
Associate
Associates
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Sophia Barclay
Investment Manager
Investments
Tommy Hussong
CPA
Tax Manager
Tax
Travis Chick
CFP®, CPWA®, AEP®
Family Office Advisor
Advisory
Will McGuffey
Attorney, CFP®
Family Office Advisor
Advisory
Zach Miller
CFP®
Family Office Advisor
Advisory
We're hiring!
Want to join our elite family office? Check out our open positions.
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.”
Let’s do this
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Get to know the team that can help you get the wins you need.