Financial advisors who share your vision.

Over half of our financial advisors have been with AWM since 1995, giving our clients over 175 years of combined experience in the financial services field. Click on the links below to contact us and read more about our wealth managers.

Financial Advisors

Laif E. Meidell, CMT, AIF®

President
Wealth Advisor
Registered Representative

Financial Advisors

Heidi A. Foster, CFP®

Vice President
Wealth Advisor
Registered Representative

Financial Advisors

Patricia F. Meidell, CFP®

Chairman of the Board
Wealth Advisor
Registered Representative

Financial Advisors

Boyong Park

Wealth Manager
Investment Analyst
CFA Level III Candidate

Financial Advisors

DJ Lee, CFA®, CAIA

Wealth Advisor
Investment Analyst

Financial Advisors

Cindy Christiansen

Office Administrator

Financial Advisors

P.J. Parker

Client Service Manager

Financial Advisors

Traci Canepa

Client Service Specialist

Financial Advisors

Cindy Fogleman

Operations Manager

Financial Advisors

Sandra Carey

Director of First Impressions

Ready to get started with our wealth advisors?