Did you know legislation passed in December of 2019 that benefits small business owners’ retirement…
Catherine BennettJuly 2, 2020
570 Hammill Lane
Reno, NV 89511
Phone: (775) 332-7000
Fax: (775) 332-7010
© 2020 American Wealth Management. All Rights Reserved.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Securities offered through M.S. Howells & Co., member FINRA/SIPC
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 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. As Operations Manager, Cindy is in charge of reviewing and updating the client database, training staff, preparing reports for client appointments, and overseeing and assisting all areas of client operations.
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.
Since 2000, Traci has been helping American Wealth Management clients gain positive personal experiences with the company as they pursue their financial goals. Each client Traci works with receives professional and tailored care as she helps them with financial transactions and simplifying client processes. She has decades of customer service experience and more than a decade of management experience.
Prior to joining AWM, Traci attended Truckee Meadows Community College and worked in logistics for 17 years, including 13 years in management. Traci is a third-generation Reno native and is the mother of two boys who she loves spending time with. She is an outdoors enthusiast who loves animals, sports, and classic cars.
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.
Sandra is the first person you see when you walk into the AWM office. She helps clients stay connected to AWM’s financial advisors through phone calls and one-on-one meetings. Assisting client services is another important aspect of her job. She prepares the necessary documents to help clients open new accounts, maintains client contact information, and prepares reports for client meetings. Since Sandra joined the AWM team in 2010, she has been keeping the office running in perfect order.
Originally from Madrid, Spain, Sandra moved to the U.S. in 1993 and attended both Fresno State University and Sierra College. 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.
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.