Only Human: Smart Investors, Human Mistakes
April 16th, 2026
12:00 PM CT
Most wealth decisions are not derailed by bad information. They are derailed by the way the human mind processes uncertainty, loss, and competing priorities. The Behavioral Biases for Business Leaders series is a seven-part webinar program designed for business owners, executives, and high-earning professionals who want to understand the cognitive patterns that produce predictable, preventable errors — and the frameworks that counteract them.
In session 1, Smart Investors, Human Mistakes, Paul Carroll and Elizabeth Brady of Avion Wealth open the series by examining the nine cognitive biases most likely to affect investment and business decision-making. Drawing on real leadership and investment scenarios, the session explores how distortions in the way we perceive gains and losses, misread patterns, and allow emotion and narrative to override evidence consistently undermine sound judgment — regardless of experience or intelligence.
Paul J. Carroll, CFP®
Founder, Avion Wealth
Since founding Avion Wealth in 2005, Paul Carroll has guided high-achieving professionals, entrepreneurs, and families through the full complexity of wealth management. Under his leadership, the firm has grown to nearly $1 billion in assets under management. Paul’s consultative approach addresses wealth preservation, tax efficiency, estate planning, asset protection, and philanthropy — with planning tailored to each client’s values and long-term goals.
Elizabeth A. Brady, CFP®
Partner, Avion Wealth
With 13 years of experience advising families and individuals on complex wealth decisions, Elizabeth Brady brings both depth of knowledge and a relationship-driven approach to every client she serves. As a Partner at Avion Wealth, her work reflects the firm’s core commitment to integrity, personalized guidance, and confidence in every last detail.