Athlete Wealth Management

Our Story

At AWM, we believe that true wealth is not just about financial success, but about living a life of purpose and impact. Our team is made up of financial experts who are also entrepreneurs, founders, business owners, and former athletes. We understand the complexities of operating on the field, and in the boardroom. We have the experience and expertise to maximize all areas of your wealth, including your social, relational, financial, intellectual, and physical capital.

How We Are Different

We are not like other financial advisory firms. We understand the high stakes of the world our clients operate in. We understand the pressure to perform, the adrenaline rush of competition, and the thrill of victory. But we also understand the importance of balance, the need for rest and relaxation, and the value of meaningful relationships.

Our Team

We believe that true wealth is more than just financial. It's about living a life of purpose and impact. We believe that true wealth is about being a force for good in the world. Our team is dedicated to helping our clients achieve financial freedom, so they can focus on what truly matters to them.

Our Services

Our team is uniquely equipped to serve our partners, because we've been where they're at. We understand the complexities of operating on the field, and in the boardroom. We have the experience and expertise to maximize all areas of your wealth, including your social, relational, financial, intellectual, and physical capital.

Athlete Wealth Management is a Family Office

We are a family office that provides customized financial planning and investment management services to high-net-worth individuals, families, and entrepreneurs. We offer a range of services, including investment management, tax planning, estate planning, and philanthropic strategy. Our team of experts has the expertise and experience to help our clients achieve their financial goals.

Meet Our Team

Our team of experts includes:

• Brandon Averill, CFP, CPWA, CIPM - Managing Partner
• Justin Dyer, CFA, CFP - Partner
• Erik Averill, CFP, CPWA, CKA - Partner
• Robert McConchie, CPA/PFS, CKA - Partner
• Travis Chick, CFP, CPWA, AEP - Senior Private Wealth Advisor
• Sam Achon - Director of Human Capital & Impact
• Aaron Goldberg, CFP - Private Wealth Advisor
• Will McGuffey, CFP - Private Wealth Advisor, Attorney
• Riccardo Stewart - Director of Human Capital & Family Leadership
• Jacob May, CFP - Private Wealth Advisor
• Josh McAlister, CFP, RMA, CPA - Private Wealth Advisor
• Zach Miller, CFP - Private Wealth Advisor
• Chase Dominguez, CFP - Wealth Strategist
• Jeff Locke, CFP - Wealth Strategist
• Michael Toole, CFP - Wealth Strategist
• Clayton Kimball - Associate
• Jillian Martinez - Operations Admin
• Baraka Murimi - Associate
• Jack Wise - Associate
• Jay Santana, CPA - Managing Director
• Tommy Hussong, CPA - Senior Associate
• Linda Mak, CPA - Manager
• Kenny Sivcoch - EA - Associate
• Mena Hanna, CFA - Senior Investment Analyst
• Debbie Lynch - Chief Compliance Officer
• Charles Sarvari - Director of Employee Experience and Operational Strategy

Our Approach

At AWM, we take a holistic approach to wealth management. We believe that true wealth is more than just financial. It's about living a life of purpose and impact. We believe that true wealth is about being a force for good in the world. Our team of experts has the expertise and experience to help our clients achieve their financial goals.