Steven Price is a financial advisor at Avondale Wealth Management LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Avondale since 2016. Outside of his advisory role, he is also licensed as an insurance agent. Avondale Wealth Management LLC provides ongoing financial planning and discretionary portfolio management primarily for individuals, including high-net-worth clients, as well as occasional business and nonprofit accounts. The firm employs a dynamic, top-down asset allocation process across four Multi Asset Portfolio models and offers tailored investment options including mutual funds, ETFs, listed equities, and alternative investments for qualified clients.

Justin Jacobs is a financial advisor with Avondale Wealth Management LLC and holds a Series 66 designation. He has 25 years of industry experience, including roles at Purshe Kaplan Sterling Investments, BBVA Compass Investment Solutions, and Merrill. Outside of advising, Jacobs serves on the boards of the Fellowship of Christian Athletes and Boy Scouts of America. Avondale Wealth Management LLC provides ongoing financial planning and discretionary portfolio management to individuals, including high-net-worth clients, as well as occasional business and nonprofit accounts. The firm employs a dynamic, top-down asset allocation process across four Multi Asset Portfolio models and incorporates mutual funds, ETFs, and listed equities, with potential allocations to alternative investments for qualified clients.

Aaron Haase is a financial advisor at Avondale Wealth Management LLC and holds the Series 65 designation. He has been with the firm since 2026 and has prior experience with EF Education First and the Detroit Tigers. Avondale Wealth Management LLC provides financial planning and discretionary portfolio management to individuals, including high-net-worth clients, as well as business and nonprofit accounts. The firm manages approximately $327 million for about 200 clients, employing a dynamic, top-down asset allocation process across multiple portfolio models.

Trevin Harris is a Series 65-licensed financial advisor with Avondale Wealth Management LLC in West Lake Hills, TX, and has two years of industry experience. His prior roles include positions at Whitley Penn and various engagements with Texas Tech University. He has managed two non-active business entities related to Airbnb rentals and bookkeeping. Avondale Wealth Management LLC is an SEC-registered adviser serving individuals, including high-net-worth clients, as well as business and nonprofit accounts. The firm employs a dynamic, top-down asset allocation process across multiple portfolio models, primarily using mutual funds, ETFs, and listed equities, and may include alternative investments for qualified clients.