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We will help you by determining how to best protect, grow, and transfer your assets when the time comes from both a tax perspective and legal perspective. Working closely with you and your legal counsel, we’ll make sure that your financial desires are carried out. It’s important to us that estate planning* is seamless, digestible, and enjoyable process for you and your family.
*We will work with a specialist of your choice for matters of estate planning and tax planning.
570 Hammill Lane
Reno, NV 89511
Phone: (775) 332-7000
Fax: (775) 332-7010
© 2024 American Wealth Management-Financial Advisors in Reno Nevada. All Rights Reserved.
Investment advisory services are offered through American Wealth Management (AWM), an SEC-registered Investment Adviser. Registration with the SEC does not imply a certain level of skill or training. Securities are offered through M.S. Howells & Co. (MSH), a registered broker/dealer and Member FINRA/SIPC. AWM & MSH are not affiliated, and neither provides legal or tax advice. This site is published for residents of the United States only. Registered Representatives of M.S. Howells & Co. and American Wealth Management may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information regarding M.S. Howells & Co. please contact our Compliance Department. Check the background of the investment firm on SEC’s ADVISOR INFO.
Check the background of the investment professional on FINRA’s Broker Check
Previously an executive assistant, Kari joined AWM’s Client Service Team with a background in customer service, technical and computer skills, and project management. Outside of work, Kari spends time with her family, her pets, and enjoying her horse and mule. She is grateful to be working with the dedicated AWM team and shares the common goal of providing excellent service to clients.
Doreen is the first person you see when you walk into the AWM office. Equipped with 20 years of customer service experience, she helps clients stay connected to AWM’s financial advisors through phone calls and one-on-one meetings. In addition to scheduling appointments, Doreen also prepares reports for the advisors and maintains files. She is also essential to the client services team as she prepares the necessary documents to open new accounts, maintains client contact information, and prepares reports for client meetings.
Doreen is originally from San Diego, Cal., loves the beach, and loves hiking in areas around Reno and Tahoe. In her spare time, she participates in the Crochet Ministry, Meals Ministry, and Greeting Ministry at her church and loves loves spending time with her kids and grandkids.
Sandra is in charge of the account opening process as well as data entry and assisting clients with questions on their accounts. She has been a member of the AWM team since 2011 and loves working with clients to make sure their needs are met.
Originally from Madrid, Spain, Sandra moved to the U.S. in 1993 and attended both Fresno State University and Sierra College. Her fluency in Spanish is a major asset in aiding Spanish-speaking clients with their accounts. Before joining AWM, Sandra worked with special needs children and taught ESL. She has two daughters who she loves hiking, dancing, and traveling with. Sandra is far from home, but has found a new family and lifelong friends in Reno with her coworkers and clients.
Cindy has sincerely enjoyed working with American Wealth Management’s staff and clients since she joined the company in 1992. After her departure from AWM in 1997 she returned in 2005. She is proud to work with a team that is committed to family core values, advancing technology, and providing the highest level of service.
A third-generation Nevadan, Cindy attended the University of Nevada, Reno. Cindy is involved in the community and served as Treasurer of a local non-profit organization. She has two daughters and a granddaughter. In her free time, she enjoys traveling and watching her granddaughter and daughter compete in rodeo and gymkhana events.
Dee has extensive experience in client and customer relations and has spent a great deal of her career working in the non-profit, medical, and financial industries, developing strategic plans, programs, and systems. Dee is heavily involved in the community and has served as Chair of the Reno/Sparks Chamber of Commerce, Reno/Sparks Adult Leadership Program, and Reno/Sparks Youth Leadership Program. She has also volunteered for numerous local organizations, including the United Way of Northern Nevada, Casa de Vida, and Boys and Girls Club of Truckee Meadows.
DJ is the newest member of the AWM team and is passionate about helping clients achieve their financial goals through educated financial decisions. He enjoys working with the experienced AWM team and mirrors the company’s commitments to independence, transparency, and fiduciary standards.
DJ adds a great deal of experience to an already talented team. He is a Chartered Financial Analyst (CFA) and earned both a master’s degree in finance and a bachelor’s degree in information systems from the University of Nevada, Reno. Previously, DJ was an investment manager at another local firm where he managed high-net-worth client portfolios. He also worked for Oracle Korea as the senior business operations manager. In addition to working at AWM, DJ is an adjunct finance professor at UNR.
Cindy has been with AWM since 1996, first serving in the capacity of client service specialist as a registered assistant. In 2002, she became the office administrator and quickly adapted to managing all the compliance needs of the firm. She enjoys the never-ending education and challenges her position requires. She is proficient in a number of skillsets and knows the ins and outs of the financial industry. Additionally, she coordinates all of the company’s licensing needs and is the point person for CPAs and clients during tax season. Cindy is proud to work for a company that treats its employees like family.
A second-generation Reno native, Cindy studied at the University of Nevada, Reno. In her free time, she enjoys spending time with her husband riding ATVs, snowmobiling, and boating.
PJ has practiced excellent client service since joining the American Wealth Management team in 1994. She goes above and beyond to make sure clients’ accounts are set up and working properly. PJ is happy to help clients with any problems they might have with their accounts and has more than 25 years of client service experience.
PJ graduated from San Diego State University in 1971 with a bachelor’s degree in sociology. Before working at AWM, she was a substitute teacher for grades elementary through middle school and worked for a financial planning office in Alamo, California. She has used her experience to refine her client service skillset. PJ is a mother of two and enjoys taking her two dogs on long walks along the Truckee River.
Bo joined the AWM team in 2014 as an investment analyst. He participates in weekly investment committee meetings, oversees clients’ accounts, maintains AWM’s investment models, and performs due diligence on AWM’s investments. Now, as an advisor, he is passionate about educating clients. He enjoys helping clients make sound financial decisions so that they can reach their long-term goals.
Bo earned a bachelor’s degree and master’s degree in finance from the University of Nevada, Reno. Prior to joining the AWM team, Bo was a finance lecturer and graduate assistant at UNR.
