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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 & Compassion
Kindness 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 J. Carroll, CFP®

Principal & Wealth Manager

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 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. Brady, CFP®

Partner & 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.

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 Sean, and their two daughters, Emilia and Madeleine. She loves the theatre, trying new restaurants, and traveling within the US and abroad.

Elizabeth A. Brady, CFP®

Partner & Wealth Manager

Ashley Dominey Stewart, 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 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 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

Sarah E. McIvor, 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 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 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

Megan W. Beaufays, CFP®

Wealth Manager

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.

Together with her husband Pecco, Megan is a proud parent to their son, Sebastian. Their shared interests include quality time with family and friends, exploring new destinations, scuba diving when possible, and enjoying time outdoors.

Megan W. Beaufays, CFP®

Wealth Manager

Christopher J. McBee

Relationship Manager

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 pursuing his CERTIFIED FINANCIAL PLANNER™ certification. He currently holds his Series 7, 66, and SIE licenses.

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

Christopher J. McBee

Relationship Manager

Makemma Cockrell Wolff

Relationship Manager

As a Relationship Manager, Makemma serves as a second set of eyes aiding the Wealth Managers in providing our clients top notch service. She enjoys being part of the team and learning from our skilled Wealth Managers. She assesses client needs and assists in the development and implementation of clients' Wealth Confidence Plan.

Makemma developed a passion for Advanced Planning after completing numerous internships while attending Texas Tech University. This industry experience led her to graduate with a Bachelor of Science degree in Personal Financial Planning. She earned her Series 65 license in May 2023, and is working towards her Certified Financial Planner designation.

When not in the office, Makemma is usually spending time with her husband, Trey, and their two dogs. In the fall you will find her watching football, especially if the Texas Tech Red Raiders or Tennessee Titans are playing.

Makemma Cockrell Wolff

Relationship Manager

Abigail Demirovic

Associate Relationship Manager

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 Armin, and their son, Enzo. They love to cook, spend time with friends and family, and enjoy being outdoors.

Abigail T. Demirovic

Associate Relationship Manager

Olivia R. Schnell

Marketing Liaison

Bio coming soon...

Olivia R. Schnell

Marketing Liaison

Cait Lewis

Client Admin 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, and their children, Lily and Crawford. 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

Rachel Sundbeck

Client Admin 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 M. Sundbeck

Client Administrative Assistant

Tara Wazir Farjo

Client Admin Assistant

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, Sam and their two children, Mila and Andrew. Tara loves to travel, interior design, cook, and spend quality time with her family and friends.

Tara Wazir Farjo

Client Administrative Assistant

Jeanette Rivera

Executive Assistant

Bio Coming Soon...

Jeanette Rivera

Executive Assistant

Meet Our Professionals

Your Support Team

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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:

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Email

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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