Page 11 - CB_8_331_20_AWM Brochure SPREADS

Boyong Park
OUR TEAM IS YOUR TEAM Wealth Advisor & Investment Analyst

Bo Joined the American Wealth Management team in
2014. He began as a financial analyst and trader, but
We are partners, mothers, fathers, siblings, sons, and daughters. We

understand you and your hopes for the future. Know that you have an entire now also manages the firm’s investment strategies.
team of professionals rooting for you as you pursue your financial goals. We He earned a BS and an MS in finance from the
look forward to developing our relationship over the years and seeing your University of Nevada, Reno.
many successes.

Laif Meidell CMT®, MBA, AIF® Pat Meidell, CFP®

President
Chairman of the Board

Laif joined American Wealth Management in 1995
Pat opened her first securities business in 1982 after
and is the Lead Portfolio Manager of the firm’s
working in the industry for ten years. She earned
signature tactical asset allocation approach. He
an MS from the University of Arizona and a BS from
earned an MBA in accounting from Regis University
Idaho State University.
and a BS in finance from Brigham Young University.

DJ Lee, CFA®
Heidi Foster, CFP® , MBA
Wealth Advisor
Vice President
& Investment Analyst

Heidi joined American Wealth Management as an
DJ joined American Wealth Management in 2018
investment manager in 2010. Before Heidi joined
after managing high-net-worth clients at another
AWM, she worked as an investment manager with
local investment firm. He also worked for Oracle
two major national private banks. She earned an
Korea as the senior business operations manager. DJ
MBA from the University of Nevada, Reno and a BS in
earned both an MS in finance and a BS in information
finance from the University of Southern California.
systems from the University of Nevada, Reno.