At Avion Wealth we know that you want to be confident in your financial choices. In order to do that, you need to protect and build your wealth. The problem is that you’re not getting the communication you deserve, and the details of your situation are not being adequately addressed which leaves you feeling frustrated. We believe you should be heard; that all the details matter, even the small ones. We understand the frustration of not being heard and of having details fall through the cracks, which is why we have built a team with the credentials and experience to get you where you need to be. And a culture that ensures all the pieces are in place.
Our Wealth Management Process
The Avion Wealth Formula
Confidence In Every Last Detail
Our Values
Client Centricity
Commitment to client success. The client comes first – before new business. Consistently offer a great and relevant experience for each client.
Generosity
Selfless generosity as its own reward. Giving without expectation.
Empathy
Genuine respect, concern and compassion for all – team members, clients, professionals and friends of Avion Wealth
Culture
Holding onto the positive spirit and energy that makes Avion Wealth a great place to work. An ethical environment where doing the right thing comes naturally.
Pursuit Of Excellence
Continuous improvement and growth both personally and professionally.
View Our Avion Brochure
We help people make smart decisions about their money that align with their goals and values so that they may enjoy all that life has to offer worry-free.
Meet Our Professionals
Paul is the founder and CEO of Avion Wealth, LLC. Avion Wealth was seen as a venue for Paul to serve his clients, not through the traditional broker-dealer avenue, but as a consultative, trusted advisor looking for holistic solutions to a complex wealth management plan. His vision was to create a client-centric firm that places service before sales.
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.
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 PLANNERâ„¢ designation and encourages his team to do the same.
While not in the office, Paul and his wife Helen enjoy going to the theater, live music, and travel. Paul has been a pilot for over 30 years and still enjoys piloting his team to visit clients around the country. An accomplished sailor and scuba diver, Paul can often be found close to the nearest body of water.
Paul J. Carroll, CFP®
Principal & Wealth Manager
Elizabeth, a Wealth Manager at Avion Wealth, excels at identifying challenges, evaluating potential options and implementing solutions. With an eye for detail, Elizabeth spends time getting to know all of her clients on a personal level so that she can get to the heart of their concerns and fears in order to implement a plan that encompasses her clients’ goals and values. In knowing the big picture, Elizabeth can spot potential issues before they happen and adjust the plan accordingly. With this in-depth planning, Elizabeth’s clients’ benefit from a Wealth Manager who is truly invested in their success.
Elizabeth joined Avion in 2012 and holds a Bachelor of Arts in Economics from Texas A&M University. She is a CERTIFIED FINANCIAL PLANNERâ„¢ professional and a state registered Investment Advisor Representative and holds her Series 65 license.
Elizabeth’s favorite thing to do is spend time with her husband Sean and their daughter Emilia. Elizabeth loves to explore the world and travels every chance she gets.
Elizabeth A. Brady, CFP®
Partner & Wealth Manager
Ashley, a Wealth Manager at Avion Wealth, takes great pride in preparing comprehensive wealth management plans for high net worth individuals and families. Ashley enjoys educating others in regards to their personal finance and believes that open lines of communication are vital to a healthy plan. She applies her passion for financial planning by taking the time to truly understand a client’s personal goals and values to determine the best course of action to meet these. This determined commitment to her clients is evident in the lasting personal relationships she develops with them.
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 PLANNERâ„¢, 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 Vince have two delightful young children, Adeline and Jack. They enjoy spending time with their families, traveling, fishing, hunting, being on the water and anything else that gets them outside.
Ashley Dominey Stewart, CFP®
Partner & Wealth Manager
As a Partner & Wealth Manager, Sarah spends her time assisting high net worth individuals and families navigate the ever-changing financial terrain. By delivering personalized recommendations for each situation, Sarah strives to help clients meet their desired financial goals. Sarah’s goal is to act as a trusted resource for her clients as they face the many choices, challenges and opportunities that they are faced with in their financial lives.
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 PLANNERâ„¢ 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 Ben 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.
Sarah E. McIvor, CFP®
Partner & Wealth Manager
As an Associate Wealth Manager, Cydney takes pride in analyzing complex client situations and implementing investment strategies in the wealth management process that align with her client’s objectives. Cydney strives to provide a well-rounded wealth management plan solution that caters with each client’s specific needs. She believes that open communication and transparency is the foundation of building a lasting relationship with clients. She has found a sense of purpose in serving her clients and helping them reach their financial and retirement goals.
Cydney started her career as a Financial Cost Controller and Accountant in the Oil and Gas industry while studying for her undergraduate honors degree in Bachelor of Science in Accounting and Finance. She is a Summa Cum Laude graduate of her European College, University of Bradford, where she attained First-Class Honors and an Outstanding Academic Achievement award. She went on to work for two of the Big 4 accounting firms. Cydney brings 8 years of experience in different industries coupled with her strong analytical skills in Investment and Portfolio Management. She is currently pursuing her Chartered Financial Analyst® (CFA®) certification and passed her Level 1. She is also a state registered investment advisor representative and holds her Series 65 license.
During her free time, Cydney simply loves being outdoors with her husband Corey, spending the weekend on a boat or camping in the woods. She also loves travelling and exploring new adventures which she believes are the best way to learn and put things into perspective. On casual nights, her day usually ends with just a good book to read and spending time with her loved ones.
Cydney P. Nash
Associate Wealth Manager
As an Associate Relationship Manager at Avion Wealth, Austin spends his time assisting the Wealth Managers so they may better serve their clients. He assesses client information, helps to develop financial recommendations, and helps to ensure that all information is both relevant and accurate.
Austin Graduated from the University of Houston late 2018 with a Bachelor of Business Administration in Finance, specializing in Financial Planning. Shortly after earning his degree, Austin joined Avion in February 2019 as a Planning Associate. Austin has completed a CFP® Board approved curriculum from the University of Houston and is set on pursuing a CERTIFIED FINANCIAL PLANNER® certification. Austin believes expanding his knowledge and earning his certifications will make him an invaluable member of the Avion Wealth team.
When he is not hard at work, Austin is checking the watering holes of Houston, searching for the best burger, or trying out a new fishing spot. In his free time Austin enjoys the outdoors, cinema, and spending time with loved ones.
Austin M. Manning
Relationship Manager
As an Associate Relationship Manager at Avion Wealth, Megan spends her time assisting the Wealth Managers so they may better serve their clients. She assesses client information, helps to develop financial recommendations, and works to ensure that all information is both relevant and accurate.
Megan graduated from the Bowling Green State University in 2009 with a Bachelor of Arts degree in Communication, specializing in Marketing. She brings to the team 10 years of Financial Services and Planning experience. Megan is pursuing her Series 65 license and set on achieving a CERTIFIED FINANCIAL PLANNER® certification. She also holds her Series 6, 63 and SIE licenses. Megan believes expanding her knowledge and earning her certifications will make her an invaluable member of the Avion Wealth team.
When she’s not in the office, Megan enjoys traveling and spending time with her family, husband Pecco, and two dogs. They are expecting their first child in April of 2021.
Megan W. Beaufays
Relationship Manager
Bio Coming Soon...
Aaron D. Gordon
Associate Relationship Manager
In her work as the firm’s Operations Manager, Katie puts her unending patience and organizational skills to good use. She spends time assisting with operational duties that includes coordinating schedules, handling paperwork, and other key support tasks to help the office run smoothly.
Katie is responsible for Avion Wealth’s bookkeeping and accounting as well as tracking firm-wide ongoing projects on a weekly basis. Katie also manages the junior professionals and ensures that their professional development stays on track.
Katie joined Avion Wealth in 2014 after attending the University of Mary Hardin Baylor. She has a background in event planning that she leverages in her role at Avion ensuring nothing falls through the cracks.
When she’s not in the office, Katie enjoys spending time with her husband, Scott and their daughter, Emma Kate. She loves being on the golf course with Scott and their friends, baking, taking walks with Emma, and spending time with her family.
Katie Sotiropoulos Waltrip
Business Operations Manager
Bio coming soon...
Olivia R. Schnell
Event Coordinator
As a Client Administrative Assistant at Avion Wealth, Mallary acts as a liaison between Wealth Managers Relationship Managers, and clients. She assists with preparing for client meetings, client paperwork and other planning materials, and offers support to the advisory teams to ensure all of our clients' expectations are met. Mallary understands the importance of successful financial planning and is passionate about helping others.
Mallary joined Avion in August 2020 and brings with her an administrative and management background. Mallary has a BS degree in Communication Studies from Sam Houston State University. She looks to use her drive 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, Mallary enjoys spending time with her husband, John and their four children. They love to travel, get outdoors and spend time with their family.
Mallary R. Fortunato
Senior Client Service Administrator
In her Client Administrative Assistant role at Avion Wealth, Abigail acts as an intermediary between Wealth Managers, Relationship Managers, and clients. She assists with preparing for client meetings, client paperwork and other planning materials, and offers support to the advisory teams to ensure all of our clients' expectations are met. Abigail understands the importance of successful financial planning, and is passionate about helping others achieve their goals.
Abigail joined Avion in August 2020 and brings with her a banking and sales management background. Abigail 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, Armin, and their dogs, Olive and Sledge. They love to cook, spend time with friends and family, and enjoy being outdoors.
Abigail T. Demirovic
Client Administrative Assistant
In her Client Administrative Assistant role at Avion Wealth, Cait acts as an intermediary between Wealth Managers, Relationship Managers, and clients. She assists with preparing for client meetings, client paperwork and other planning materials, and offers support to the advisory teams to ensure all of our clients’ expectations are met. Cait understands the importance of successful financial planning and is passionate about helping others.
Cait joined Avion Wealth in February 2021 and brings with her an administrative, management and planning background. Cait has a BS degree in Psychology from University of Houston-Downtown. She also played College Soccer at the University of Charleston. She looks to use her planning and communication skills 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, Cait enjoys spending time with her husband Tyler, their daughter Lily and their four dogs. Cait loves to cook, travel, spend time with friends and family and is an avid Houston Sports Fan, especially the Astros.
Cait S. Lewis
Client Administrative Assistant
As a Client Administrative Assistant at Avion Wealth, Rachel coordinates activities between the Wealth Managers, Relationship Managers, and clients. She assists with preparing for client meetings, paperwork and other planning materials, and offers support to the advisory teams to ensure all of our clients' expectations are met. Rachel understands the importance of successful financial planning and is passionate about helping others.
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, Cody and their four children. They love to explore Texas and find new places to camp and hike.
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, Cody and their four children. They love to explore Texas and find new places to camp and hike.
Rachel M. Sundbeck
Client Administrative Assistant
Meet Our Professionals
Paul is the founder and CEO of Avion Wealth, LLC. Avion Wealth was seen as a venue for Paul to serve his clients, not through the traditional broker-dealer avenue, but as a consultative, trusted advisor looking for holistic solutions to a complex wealth management plan. His vision was to create a client-centric firm that places service before sales.
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 PLANNERâ„¢ designation and encourages his team to do the same.
While not in the office, Paul and his wife Helen enjoy 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.
Paul J. Carroll, CFP®
Principal & Wealth Manager
Elizabeth, a Wealth Manager at Avion Wealth, excels at identifying challenges, evaluating potential options and implementing solutions. With an eye for detail, Elizabeth spends time getting to know all of her clients on a personal level so that she can get to the heart of their concerns and fears in order to implement a plan that encompasses her clients’ goals and values. In knowing the big picture, Elizabeth can spot potential issues before they happen and adjust the plan accordingly. With this in-depth planning, Elizabeth’s clients’ benefit from a Wealth Manager who is truly invested in their success.
Elizabeth joined Avion in 2012 and holds a Bachelor of Arts in Economics from Texas A&M University. She is a CERTIFIED FINANCIAL PLANNERâ„¢ professional and a state registered Investment Advisor Representative and holds her Series 65 license.
Elizabeth’s favorite thing to do is spend time with her husband Sean and their daughter Emilia. Elizabeth loves to explore the world and travels every chance she gets.
Elizabeth A. Brady, CFP®
Partner & Wealth Manager
Ashley, a Wealth Manager of Efficient Wealth Management, takes great pride in preparing comprehensive wealth management plans for high net worth individuals and families. Ashley enjoys educating others in regards to their personal finance and believes that open lines of communication are vital to a healthy plan. She applies her passion for financial planning by taking the time to truly understand a client’s personal goals and values to determine the best course of action to meet these. This determined commitment to her clients is evident in the lasting personal relationships she develops with them.
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 PLANNERâ„¢, 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.
In October of 2016, Ashley and her husband Vince welcomed into the world a beautiful baby girl named Adeline Ann. They enjoy spending time with their families, traveling, fishing, hunting, being on the water and anything else that gets them outside.
Ashley Dominey Stewart, CFP®
Partner & Wealth Manager
As a Partner & Wealth Manager, Sarah spends her time assisting high net worth individuals and families navigate the ever-changing financial terrain. By delivering personalized recommendations for each situation, Sarah strives to help clients meet their desired financial goals. Sarah’s goal is to act as a trusted resource for her clients as they face the many choices, challenges and opportunities that they are faced with in their financial lives.
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 PLANNERâ„¢ 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 Ben 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.
Sarah E. McIvor, CFP®
Partner & Wealth Manager
As an Associate Wealth Manager, Cydney takes pride in analyzing complex client situations and implementing investment strategies in the wealth management process that align with her client’s objectives. Cydney strives to provide a well-rounded wealth management plan solution that caters with each client’s specific needs. She believes that open communication and transparency is the foundation of building a lasting relationship with clients. She has found a sense of purpose in serving her clients and helping them reach their financial and retirement goals.
Cydney started her career as a Financial Cost Controller and Accountant in the Oil and Gas industry while studying for her undergraduate honors degree in Bachelor of Science in Accounting and Finance. She is a Summa Cum Laude graduate of her European College, University of Bradford, where she attained First-Class Honors and an Outstanding Academic Achievement award. She went on to work for two of the Big 4 accounting firms. Cydney brings 8 years of experience in different industries coupled with her strong analytical skills in Investment and Portfolio Management. She is currently pursuing her Chartered Financial Analyst® (CFA®) certification and passed her Level 1. She is also a state registered investment advisor representative and holds her Series 65 license.
During her free time, Cydney simply loves being outdoors with her husband Corey, spending the weekend on a boat or camping in the woods. She also loves travelling and exploring new adventures which she believes are the best way to learn and put things into perspective. On casual nights, her day usually ends with just a good book to read and spending time with her loved ones.
Cydney P. Nash
Associate Wealth Manager
As an Associate Relationship Manager at Avion Wealth, Austin spends his time assisting the Wealth Managers so they may better serve their clients. He assesses client information, helps to develop financial recommendations, and helps to ensure that all information is both relevant and accurate.
Austin Graduated from the University of Houston late 2018 with a Bachelor of Business Administration in Finance, specializing in Financial Planning. Shortly after earning his degree, Austin joined Avion in February 2019 as a Planning Associate. Austin has completed a CFP® Board approved curriculum from the University of Houston and is set on pursuing a CERTIFIED FINANCIAL PLANNER® certification. Austin believes expanding his knowledge and earning his certifications will make him an invaluable member of the Avion Wealth team.
When he is not hard at work, Austin is checking the watering holes of Houston, searching for the best burger, or trying out a new fishing spot. In his free time Austin enjoys the outdoors, cinema, and spending time with loved ones.
Austin M. Manning
Relationship Manager
As an Associate Relationship Manager at Avion Wealth, Megan spends her time assisting the Wealth Managers so they may better serve their clients. She assesses client information, helps to develop financial recommendations, and works to ensure that all information is both relevant and accurate.
Megan graduated from the Bowling Green State University in 2009 with a Bachelor of Arts degree in Communication, specializing in Marketing. She brings to the team 10 years of Financial Services and Planning experience. Megan is pursuing her Series 65 license and set on achieving a CERTIFIED FINANCIAL PLANNER® certification. She also holds her Series 6, 63 and SIE licenses. Megan believes expanding her knowledge and earning her certifications will make her an invaluable member of the Avion Wealth team.
When she’s not in the office, Megan enjoys traveling and spending time with her family, husband Pecco, and two dogs. They are expecting their first child in April of 2021.
Megan W. Beaufays
Relationship Manager
Bio coming soon...
Aaron D. Gordon
Associate Relationship Manager
In her work as the firm’s Operations Manager, Katie puts her unending patience and organizational skills to good use. She spends time assisting with operational duties that includes coordinating schedules, handling paperwork, and other key support tasks to help the office run smoothly.
Katie is responsible for Avion Wealth’s bookkeeping and accounting as well as tracking firm-wide ongoing projects on a weekly basis. Katie also manages the junior professionals and ensures that their professional development stays on track.
Katie joined Avion Wealth in 2014 after attending the University of Mary Hardin Baylor. She has a background in event planning that she leverages in her role at Avion ensuring nothing falls through the cracks.
When she’s not in the office, Katie enjoys spending time with her husband, Scott and their daughter, Emma Kate. She loves being on the golf course with Scott and their friends, baking, taking walks with Emma, and spending time with her family.
Katie Sotiropoulos Waltrip
Business Operations Manager
Bio coming soon...
Olivia R. Schnell
Event Coordinator
As a Client Administrative Assistant at Avion Wealth, Mallary acts as a liaison between Wealth Managers Relationship Managers, and clients. She assists with preparing for client meetings, client paperwork and other planning materials, and offers support to the advisory teams to ensure all of our clients' expectations are met. Mallary understands the importance of successful financial planning and is passionate about helping others.
Mallary joined Avion in August 2020 and brings with her an administrative and management background. Mallary has a BS degree in Communication Studies from Sam Houston State University. She looks to use her drive 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, Mallary enjoys spending time with her husband, John and their four children. They love to travel, get outdoors and spend time with their family.
Mallary R. Fortunato
Senior Client Service Administrator
In her Client Administrative Assistant role at Avion Wealth, Abigail acts as an intermediary between Wealth Managers, Relationship Managers, and clients. She assists with preparing for client meetings, client paperwork and other planning materials, and offers support to the advisory teams to ensure all of our clients' expectations are met. Abigail understands the importance of successful financial planning, and is passionate about helping others achieve their goals.
Abigail joined Avion in August 2020 and brings with her a banking and sales management background. Abigail 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, Armin, and their dogs, Olive and Sledge. They love to cook, spend time with friends and family, and enjoy being outdoors.
Abigail T. Demirovic
Client Administrative Assistant
In her Client Administrative Assistant role at Avion Wealth, Cait acts as an intermediary between Wealth Managers, Relationship Managers, and clients. She assists with preparing for client meetings, client paperwork and other planning materials, and offers support to the advisory teams to ensure all of our clients’ expectations are met. Cait understands the importance of successful financial planning and is passionate about helping others.
Cait joined Avion Wealth in February 2021 and brings with her an administrative, management and planning background. Cait has a BS degree in Psychology from University of Houston-Downtown. She also played College Soccer at the University of Charleston. She looks to use her planning and communication skills 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, Cait enjoys spending time with her husband Tyler, their daughter Lily and their four dogs. Cait loves to cook, travel, spend time with friends and family and is an avid Houston Sports Fan, especially the Astros.
Cait S. Lewis
Client Administrative Assistant
As a Client Administrative Assistant at Avion Wealth, Rachel coordinates activities between the Wealth Managers, Relationship Managers, and clients. She assists with preparing for client meetings, paperwork and other planning materials, and offers support to the advisory teams to ensure all of our clients' expectations are met. Rachel understands the importance of successful financial planning and is passionate about helping others.
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, Cody and their four children. They love to explore Texas and find new places to camp and hike.
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, Cody and their four children. They love to explore Texas and find new places to camp and hike.
Rachel M. Sundbeck
Client Administrative Assistant
Your Support Team
Click The Icons To Learn More
Your Wealth Manager
Your Wealth Manager is responsible for investment decisions and the implementation of your plan. They are also your main point of contact for any high-level discussions or concerns. Your Wealth Manager will always try to get back to you within the time frames noted below. If they are unable to do so, your Relationship Manager or Client Administrative Assistant will reach out.
Your Relationship Manager
Your Relationship Manager closely supports your Wealth Manager with much of the heavy lifting involved with your plan and individual accounts. They are typically the logical point of contact for most account and planning questions or concerns. Your Relationship Manager will always try to get back to you within the time frames noted below. If they are unable to do so, your Wealth Manager or Client Administrative Assistant will reach out.
Your Client Administrative Assistant
Every client has a Client Administrative Assistant who assists with scheduling, meeting preparations, paperwork, and the initial build of your plan. Your Client Administrative Assistant will be able to answer many questions regarding your accounts, transfers and other administrative needs. Your Client Administrative Assistant will always try to get back to you within the time frames noted below. If they are unable to do so, your Relationship Manager will reach out.
Our Client Communication Commitment
At Avion Wealth, we aim to return everyone’s calls and emails the same day. However, due to client meetings, portfolio management activities and other client activities this is not always possible. Sometimes messages find their way into a spam filter or are otherwise misdirected; in case this occurs, please call us if you do not hear back within the following time frames:
Click The Icons To Learn More
We will respond to emails within one business day; we attempt to at least acknowledge receipt the same day.
Phone Calls
Phone messages received after 2:00 p.m. Central Time may be returned the same day, if not the next business morning. If we are unable to do so, we will reach out by other means (email, etc.).
Documents
If documents are received via fax, the client portal, or our secure-upload system, a Planning Associate will confirm receipt within one business day.
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