About Us

Paul leads a team of wealth managers in building and executing financial plans for high net worth individuals and families. By establishing and maintaining open lines of communication, Paul stays up to date on clients’ lives so that he can proactively provide guidance and direction as they navigate the challenges and opportunities presented to them.

While not with clients, Paul spends time working on the development of his team, the firm, and the community. Both internally and externally, he takes pride in seeing the success of others. A member of the Finance Committee of Board of Directors of the Cynthia Woods Mitchell Pavilion, Paul draws on his knowledge and experience to serve the community.

Paul graduated summa cum laude from the University of Maryland in 1985 with a Bachelor of Science degree in Business. He subsequently earned his Master of Science degree in Finance at Texas A&M University, graduating in 1987. In order to best serve his clients, Paul earned the CERTIFIED FINANCIAL PLANNER™ designation and encourages his team to do the same.

While not in the office, Paul enjoys going to the theater, live music, and travel. An accomplished sailor and scuba diver, Paul can often be found close to the nearest body of water.

Behind the scenes, Elizabeth oversees Avion Wealth's financials. She manages the company's fiscal activity and how it dovetails with strategic plans for the future.

Elizabeth joined Avion in 2012 and holds a Bachelor of Arts in Economics from Texas A&M University. She is a CERTIFIED FINANCIAL PLANNER™ professional, a state registered Investment Advisor Representative and holds her Series 65 license. She is also a member of the Leadership Montgomery County Class of 2023.

Elizabeth’s favorite thing to do is spend time with her husband and their two daughters. She loves the theatre, trying new restaurants, and traveling within the US and abroad.

Serving as the firm’s Compliance Coordinator, Ashley maintains a comprehensive compliance program through the ever changing regulatory environment. This enables the firm to proactively meet complex regulatory standards in the everyday business practices.

Ashley also functions as the firm’s CPA Liaison. In this role, she ensures that the tax strategies implemented by wealth managers reach the client’s CPA for proper reporting. She provides the CPA with all custodial prepared tax documents and serves as a resource for both the client and CPA.

Ashley, a CERTIFIED FINANCIAL PLANNER™, earned a Master of Science Degree in Personal Financial Planning from the number one rated Board Certified Financial Planning Program in the country, Texas Tech University.

Ashley and her husband have two delightful young children. They enjoy spending time with their families, traveling, fishing, hunting, being on the water and anything else that gets them outside.

Behind the scenes, Sarah works closely with Paul on maintaining dynamic portfolios and asset allocations. Using Nobel Prize winning research, she helps develop investment recommendations for the firm in addition to leading firm-wide rebalancing efforts and trading.

In 2011, Sarah graduated from Texas A&M University with a Bachelor of Business Administration in Management. After beginning her career in the banking industry, she joined EWM in 2014. She is a CERTIFIED FINANCIAL PLANNER™ professional and a state registered Investment Advisor Representative and holds her Series 65 license.

When not in the office, you can find Sarah and her husband outside kayaking, hiking or biking. In the fall, she can be found rooting for her beloved Aggies during college football season. She enjoys cooking and what she lacks in training, she makes up for in enthusiasm.

With a strong background in professional services operations, Alana has a proven track record of leading high-performing teams, streamlining workflows, and implementing process improvements that drive profitability. Prior to joining Avion Wealth, she served as Chief Operating Officer and Interim CEO at The Loken Group, where she spearheaded cost-saving initiatives, enhanced transaction management systems, and contributed to significant revenue growth.

Alana holds a Bachelor of Arts in Public Relations with a Minor in Business Administration from Auburn University. She is a Certified Professional Coach and an Associate Certified Coach, leveraging her expertise to foster leadership development and team empowerment. Passionate about operational efficiency and compliance, she brings a meticulous, results-driven approach to every challenge.

When she’s not optimizing business processes, Alana enjoys great food, travel, and spending quality time with her son and 2 dogs.

Beyond her role as a Wealth Manager, she also serves as the firm's CPA Liaison. In this capacity she confirms that tax strategies implemented by wealth managers reach the client's CPA for accurate reporting. Acting as a valuable resource for both clients and CPAs, Megan ensures seamless collaboration for effective financial management.

Megan is a CERTIFIED FINANCIAL PLANNER ™, a state registered Investment Advisor Representative and holds her Series 65 license. She earned a bachelor’s degree from Bowling Green State University in 2009 and has over 14 years of Financial Services and Planning experience.

Megan and her family enjoy spending include quality time with family and friends, exploring new destinations, scuba diving when possible, and enjoying time outdoors.

Chris graduated from Texas A&M University in 2009 earning his Bachelor of Business Administration in Finance. He’s been in the Financial Services industry since 2009 and brings over a decade of experience prior to joining Avion Wealth in early 2023. Chris is currently holds the CERTIFIED FINANCIAL PLANNER™ certification, as well as his Series 7, 66, and SIE licenses.

In his free time, Chris loves to spend time outdoors with his wife and their two kids. When fall rolls around, you’ll find Chris cheering on his Aggies during the college football season.

Abigail joined Avion in August 2020 and brings with her a banking and sales management background. Abigail is pursuing her Series 65 license and looks to use her desire to help others by understanding each client’s unique set of circumstances and personal challenges to assist with creating a plan for their financial success.

When she’s not in the office, Abigail enjoys spending time with her husband and their son. They love to cook, spend time with friends and family, and enjoy being outdoors.

Sydney began her professional career in real estate marketing, where she developed a high sense of urgency and honed her ability to craft high-impact campaigns in a fast-moving, competitive industry. Today, she brings that same creative energy and strategic focus to the financial services space. Sydney enjoys the challenge of translating complex financial concepts into clear, engaging content that builds trust and drives client engagement. Curious, collaborative, and focused on results, Sydney is committed to delivering marketing initiatives that reflect both the heart of the brand and the needs of the client.

When she’s not working, you can find Sydney traveling with friends, playing tennis or piano, watching movies, reading, spending summers in Rhode Island, and enjoying quality time with her boyfriend and their four cats.

Rachel joined Avion Wealth in February 2021 and brings with her a banking and management background. She has 12 years of personal banker experience and looks to use this to help others by focusing on the details that matter so our clients will reach their financial goals.

When she is not in the office, Rachel enjoys spending time with her husband and their four children. They love to explore Texas and find new places to camp and hike.

Tara joined Avion Wealth in July 2022 and has a BS degree in Finance from University of Houston-Downtown. Tara brings with her an administrative, sales, management and planning background and looks to use this to help others by focusing on the details that matter so our clients will reach their financial goals.

When she is not in the office, Tara enjoys spending time with her husband and their two children. Tara loves to travel, interior design, cook, and spend quality time with her family and friends.

Joining Avion Wealth in January 2024, Chelsea brings to the table a wealth of experience and expertise. Armed with a Bachelor of Science degree in Criminal Justice from Sam Houston State University, Chelsea's professional background in project management, administration, and coordination is invaluable. Her meticulous attention to detail underscores her commitment to guiding our clients towards their financial aspirations.

When not in the office, Chelsea's passion for community engagement shines through. She and her husband enjoy hosting community events together. Chelsea loves to travel, seeking hidden gems around Texas, and spending quality time with family and friends.

Valerie brings a strong background in administration, coordination, and client relations. She holds a B.A. in International Studies with a minor in Communications from Texas A&M University. Her experience in client service, administrative support, and financial coordination allows her to support clients with precision and care.

Outside the office, Valerie enjoys quality time with her husband and close family friends. She has a passion for traveling, reading, and playing board games, which she especially loves to use to meet and connect with new people.