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.
Commitment to client success. The client comes first – before new business. Consistently offer a great and relevant experience for each client.
Selfless generosity as its own reward. Giving without expectation.
Genuine Respect, Concern & Compassion
Kindness for all – team members, clients, professionals and friends of Avion Wealth.
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.
Continuous improvement and growth both personally and professionally.
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:
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 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. 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.
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.
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.
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, 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.
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 Avion 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.
Alana Wells is an accomplished operations executive with over a decade of experience driving efficiency, growth, and strategic alignment within dynamic organizations. As Chief Operations Officer of Avion Wealth, she plays a pivotal role in overseeing firm operations, compliance, and strategic initiatives. She partners closely with the CEO and firm leadership to optimize key performance indicators, manage financial processes, and enhance overall operational excellence.
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.
As a Wealth Manager at Avion Wealth, Megan takes immense pride in creating comprehensive wealth management plans tailored for high-net-worth individuals and families. Her joy lies in imparting financial wisdom to others, emphasizing the importance of transparent communication in maintaining a healthy financial plan. Megan channels her passion for financial planning by delving into each client’s unique goals and values, ensuring the most suitable strategies are applied. Her unwavering dedication is unmistakable in the genuine personal connections she forges with all of her clients.
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 quality time with family and friends, exploring new destinations, scuba diving when possible, and enjoying time outdoors.
Chris, a Relationship Manager at Avion Wealth, spends his time assisting the Wealth Managers so they may better serve their clients. He assesses client information, helps to develop financial recommendations, and works to ensure that all information is both relevant and accurate.
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.
Cade is a Relationship Manager at Avion Wealth, where he supports Wealth Managers in delivering tailored financial strategies to clients. He assists in gathering and analyzing client information to help ensure every plan is accurate, relevant, and aligned with client goals.
Cade joined Avion Wealth in 2025 after completing multiple internships in financial planning and tax consulting while earning his degree in Personal Financial Planning from Texas Tech University. Cade is passionate about making the complex simple by taking the time to understand clients personal and professional challenges to help craft plans that lead to long-term confidence in every detail.
When he’s not in the office, Cade enjoys quality time with friends and family.He’s an avid fan of the Texans and Red Raiders, loves spending time outdoors, and welcomes any opportunity to explore new places.
As an Associate Relationship Manager at Avion Wealth, Abigail 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.
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.
Olivia brings elegance and precision to every event she touches. As Avion Wealth’s Corporate Event Coordinator, she is the driving force behind our client experiences and internal gatherings, from engaging webinars and expert team meetings to our highly anticipated annual holiday celebration.
With exceptional attention to detail and a refined creative vision, Olivia curates events that are not only seamless but unforgettable. Her ability to blend sophistication with thoughtful touches ensures each occasion reflects the high standards and personalized care our clients and team have come to expect.
Whether coordinating a multi-speaker webinar or orchestrating a luxury in-person gathering, Olivia consistently delivers experiences that leave a lasting impression.
When she’s not working, you can find Olivia enjoying a good TV show, traveling, and spending time with her family.
Sydney Kempler is a skilled marketing professional with a strong background in digital strategy and brand storytelling. She earned her B.A. in Public Relations from the University of Rhode Island, where she developed a passion for connecting audiences with meaningful messaging.
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.
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 and their four children. They love to explore Texas and find new places to camp and hike.
As a Client Administrative Assistant at Avion Wealth, Tara 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. Tara understands the importance of successful financial planning and is passionate about helping others.
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 three children. Tara loves to travel, interior design, cook, and spend quality time with her family and friends.
As a Client Administrative Assistant at Avion Wealth, Chelsea seamlessly orchestrates operations between Wealth Managers, Relationship Managers, and our esteemed clients. With precision and dedication, she aids in the preparation of client meetings, paperwork, and essential planning materials. Chelsea serves as support for our advisory teams, ensuring that every client’s expectation is not only met but exceeded. Chelsea understands the importance of successful financial planning and is passionate about helping others.
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.
As a Client Administrative Assistant, Valerie facilitates seamless collaboration between Wealth Managers, Relationship Managers, and clients. She assists with client meetings, paperwork, and essential planning materials, providing crucial support to the advisory teams to ensure all clients’ expectations are met. Valerie values the importance of strategic financial planning and is passionate about serving others with excellence.
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.
As Executive Assistant, Erika plays a pivotal role in ensuring seamless operations at Avion Wealth. With a strong background in administrative support and organizational management, she brings precision, discretion, and efficiency to every task—from managing complex schedules and high-level meetings to overseeing communications and special projects.
Known for her proactive mindset and calm, solutions-oriented approach, Erika helps streamline daily operations and anticipate team needs, creating a structure that enables leadership to stay focused on strategic priorities.
She joined Avion Wealth in February 2025 and holds a bachelor’s degree in hospitality from the University of Houston. Drawing on her prior experience as Director of Administration, Erika brings a deep foundation in service, organization, and operational excellence. Her professionalism and commitment to exceptional internal support make her a valued partner across the firm.
Outside of work, Erika enjoys traveling with her dogs, especially anywhere with mountains, and spending quality time with her kids doing whatever puts a smile on their faces. Whether at a sporting event, concert, or comedy show, she values making meaningful memories with the people (and pups) she loves most.
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