20 Years of Wealth & Wisdom

Celebrating two decades of excellence, trust, and forward-thinking financial guidance.

Watch the 20-Year Story

Avion Wealth: 20 Years of Generational Impact

An interactive timeline of legacy, leadership, and long-term partnership.

2001
Logo of Avion Wealth with financial graph in the background.
  • Paul Carroll serves as a reserve pilot with Continental Airlines in Newark, NJ—planting the seeds of a future vision for financial clarity.
2002
Logo of Avion Wealth with financial graph in the background.
  • Paul relocates to Houston as Continental transfers his base—bringing his financial acumen closer to what will become Avion’s home.
2005
Logo of Avion Wealth with financial graph in the background.
  • Efficient Wealth Management is officially formed as an LLC.
  • The firm welcomes its first clients and begins its journey toward legacy-focused advising.
2007
Logo of Avion Wealth with financial graph in the background.
  • Paul earns his Certified Financial Planner™ (CFP®) designation, reinforcing a commitment to excellence and fiduciary responsibility.
2008
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  • Amidst the global financial crisis, the firm adapts and evolves—emerging with greater insight, resilience, and opportunity.
2009
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  • The team moves into 21 Waterway Business Suites and hires its first employees, laying the groundwork for a collaborative future.
2010
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  • Following Continental’s merger with United, the firm expands its focus beyond airline professionals—broadening its reach and impact.
2011
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  • The firm moves into Forest Ridge Office Condos, continuing its steady, intentional growth.
2012
Logo of Avion Wealth with financial graph in the background.
  • Elizabeth Brady joins the team, bringing her client-centered approach and long-term vision.
2013
Logo of Avion Wealth with financial graph in the background.
  • Ashley Stewart is hired, beginning a journey of thoughtful stewardship and trusted client relationships.
2014
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  • Sarah McIvor joins the firm bringing her thoughtful, relationship-centered approach to client service.
  • Paul publishes The United Pilot’s Flight Plan for Wealth, offering tailored guidance for airline professionals.
2015
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  • The firm moves into its current headquarters at 2829 Technology Forest Blvd.
  • Paul publishes Platform for Wealth, continuing to share his insights.
  • Avion’s leadership team is formed and embraces Traction by Gino Wickman to sharpen strategy and strengthen team alignment.
2016
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  • Elizabeth Brady becomes a Partner.
  • The firm surpasses $250M in assets under management—a milestone in client trust and strategic growth.
2017
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  • Avion welcomes its first intern.
  • Paul releases Your Expert Team, highlighting the power of collaborative advising.
2018
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  • Sarah earns her CFP®.
  • Ashley becomes a Partner.
  • Paul retires from flying and purchases his first aircraft.
  • Paul publishes A-Players With Intent.
2019
Logo of Avion Wealth with financial graph in the background.
  • Elizabeth earns her CFP®.
2020
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  • The firm rebrands to Avion Wealth, signaling a new era of clarity and growth.
  • Sarah becomes a Partner.
  • Megan Beaufays joins the team.
2021
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  • Avion reaches $500M in assets under management—marking exponential growth and deeper client impact.
2022
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  • Paul publishes Tips & Traps, distilling years of experience into practical financial wisdom.
2023
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  • Megan earns her CFP®, joining the next generation of Avion leaders.
2024
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  • Avion reaches $750M in AUM.
  • Alana Wells is hired as COO.
  • A major office expansion doubles the firm’s physical footprint.
2025
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  • Avion Wealth celebrates 20 years in business—two decades of guiding families in building wealth and legacy.
2026
Logo of Avion Wealth with financial graph in the background.
  • The firm celebrates its 20th Anniversary milestone with a bold new vision: crossing $1 billion in assets under management.

The Future of Avion Wealth

Meet the women shaping Avion’s future 

Meet Elizabeth Brady | Partner at Avion Wealth

Meet Ashley Stewart | Partner at Avion Wealth

Meet Sarah McIvor | Partner at Avion Wealth

Meet Megan Beaufays | Wealth Manager at Avion Wealth

Success Stories That Inspire

Eric

“We have been clients of Paul for about 12 years. After a couple of years, he agreed to also take on my elderly mother as a client, even though she didn’t meet the minimum net worth requirement. My mom loved Paul and felt very confident in and well cared for by his team. As she aged and started to get dementia, Paul made sure that all of the provisions were in place through her estate documents and account titles and access for me to easily manage her financial affairs. When my mom passed away this summer, the first call I made was to Paul. He made sure her assets were protected and walked me through all the process necessary to serve as the estate executor. I am very grateful for the help of all his team during that time.”

Ken

“When I asked my father-in-law permission to marry his daughter, he said, “fine with me, just save 15% of your income every year.” We did, and our investments grew. We never felt we needed a wealth manager as we were doing fine without. However, having known Paul on a personal and professional level for years, I did agree (and managed to convince my wife) to take a meeting with Sarah. We were both extremely skeptical. It was Sarah that made us think through a strategy that would allow us not to run out of money should we live to be in our mid-90s. My father-in-law never gave rational to the 15%, but Sarah did. Sarah solved, she did not try and sell. It was her questions that allowed me to realize that you need a plan along with a dollar amount.”

Ted

“There are too many stories. Avion always shows care for our family and ownership of our financial assets. I am confident they will help our heirs work through all the estate actions necessary when necessary. In our quarterly meetings, Paul and his team take excellent notes ALWAYS promptly follow up on the details, both for immediate actions as well as requests for items to cover in future meetings.”

Share Your Avion Story

Celebrating All Year Long

Fresh stories, insights, and conversations to mark 20 years of wealth and wisdom.

Inside Avion: Real Conversations on Wealth, Life, and Legacy

A special 20th Anniversary podcast series with the wealth managers of Avion.

Episode 1: Beyond the Numbers: How Avion Builds Financial Confidence
Featuring Elizabeth Brady, Partner and Wealth Manager

Upcoming Episodes

Episode 2: Transitions That Define Us: Planning for Life’s Big Changes
Featuring Ashley Stewart, Partner and Wealth Manager (May 2026)

Episode 3: Next Gen Wealth: Advising Families Across Generations
Featuring Sarah McIvor, Partner and Wealth Manager (July 2026)

Episode 4: Goals with Heart: Aligning Wealth with What Truly Matters
Featuring Megan Beaufays, Wealth Manager (September 2026)

20 Years in Photos

20 Years in Photos
20 Years in Photos

Celebrating 20 Years of Legacy – Don’t Miss a Moment.

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Join the Journey

Vision 2045: Share Your Legacy, Shape the Future

As we celebrate 20 years of impact, we’re looking ahead and inviting you to be part of the next chapter.

Add your voice to our Vision 2045 Time Capsule: a collection of hopes, milestones, and messages to future generations.

What legacy are you building? What future do you envision? Your story belongs here.

Contribute Your Vision
Olivia S.
Team Member

I hope the next twenty years look a lot like the best of our first - strong relationships, steady guidance, and trust built over time. That in both big moments and small ones, we continue to show up with care and intention. My vision is that we keep evolving while staying true to who we are.

Sydney K.
Team Member

I envision Avion Wealth expanding its reach into new markets and opportunities while remaining grounded in the values that define us. I look forward to seeing us surpass $1 billion in assets under management, using that growth to deepen our charitable giving, community involvement, and volunteer efforts. I’m excited to be part of how Avion continues to grow with purpose, integrity, and impact.

Alana W.
Team Member

I'm looking forward seeing the next generation of our incredible advisors shine not only as leaders in our firm, but as thought leaders in our industry. I'm also looking forward to continuing to serve our clients and helping them achieve their wealth and life goals as an innovative and thoughtful partner.

Paul C.
Team Member

Twenty years ago, I was proud to have a fledgling firm—one that added meaningful value for my peers and friends. I never imagined the scale or scope of what would follow.

Today, I’m deeply proud of what we’ve built at Avion Wealth: a team, a culture, and a standard of care that clients can truly feel.

Looking ahead to the next twenty years, my focus is on a thoughtful transition to the next generation of leadership—fueling growth that takes Avion to new heights, expanding exceptional career opportunities for our people, and ensuring our clients—present and future—are cared for in ways that consistently exceed their expectations.

Sarah M.
Team Member

As I plan for the future, I look forward to the opportunity to elevate our services and deepen the relationships that have always been at the heart of our work. I hope that we have continued to intentionally build our team that reflects the excellence that we have always aspired to deliver.

The future I envision is one where innovation and empathy move in lockstep—where enhanced capabilities allow us to serve with greater impact, and where our trusted connections grow into lasting partnerships across generations.

I hope that our dedication to collaboration, knowledge, and the finer details will allow us to expand and carry our legacy forward for decades to come.

Ashley O.
Team Member

I envision a future where Avion Wealth continues to grow as a values-driven firm, recognized for thoughtful stewardship, meaningful community connections, and lasting service. I also see myself growing alongside the firm—contributing with intention, professionalism, and genuine care to relationships that create enduring value for both clients and the communities we serve.

Tara W.
Team Member

By 2045, I envision Avion Wealth a future defined by sustainable growth, exceptional client experience, and operational excellence. We will continue to evolve as a trusted wealth management partner by combining advanced technology with a highly personalized, relationship-driven approach.

As markets and client needs grow more complex, Avion Wealth will remain agile, forward-looking, and committed to delivering clarity, confidence, and long-term value. Our success will be driven by a dedicated team, a strong culture, and an unwavering commitment to integrity—ensuring our firm’s legacy continues for generations to come.

Ryan H.
Team Member

I am excited by the growth Avion Wealth is positioned to achieve over the next twenty years. By 2045, I envision a firm that is meaningfully larger and is still recognized for its continued commitment to intentionality, disciplined thinking, and thoughtful planning for every client we serve. As the firm grows, these principles will remain a central point to how we operate and how clients experience Avion Wealth.

I see myself continuing to grow alongside Avion Wealth, contributing at a higher level to both the firm and the broader community we serve. My goal is to help ensure that clients consistently experience clarity, confidence, and trust throughout their financial journey, supported by a firm known for precision, professionalism, and long-term stewardship.

Elizabeth B.
Team Member

I am grateful to have been a part of what we have built here and how we have positioned ourselves to continue to strive for excellence going forward. Over the next 20 years, I hope to deepen the trust we have earned with every client, expanding our capacity to serve them with greater breadth, precision, and impact. We will remain the dependable resource they turn to not only for financial guidance, but for the clarity and confidence that comes from knowing every detail of their financial life is being handled with care. Underpinning this commitment is a team built on shared values and an uncompromising work ethic — professionals who measure their success not by the breadth of their own achievements, but by the outcomes they produce for the people they serve.

Our 20 Year Story

Thank You!

Thank you for reaching out. Your submission has been received, and our team is currently reviewing your request. You can expect to hear from us within 1–2 business days.

Contribute Your Vision

20 Years of Wealth & Wisdom

Thank You for Shaping the Future

Your vision for 2045 has been received and we’re honored to include it in our Vision 2045 Time Capsule.

Whether you’re a client, colleague, or friend, your perspective adds to a shared legacy of forward thinking, connection, and impact.

Check back soon – your story will appear on the site within 1–2 business days.

Together, we’re building something for generations.

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A-Players With Intent

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