American Wealth Management

Heidi Foster is a CFP® professional with 17 years of industry experience, currently serving at American Wealth Management in Reno, NV. She holds the Series 66 designation and has been involved with American Wealth Management since 2010. Foster is active in her community as a board member and chair of both the Reno Philharmonic Endowment Trust and the Food Bank of Northern Nevada. American Wealth Management is a SEC-registered investment adviser managing over $760 million for a diverse client base that includes individuals, pension plans, trusts, and charitable organizations. The firm uses a proprietary quantitative investment process focused on relative price momentum and trend analysis, primarily employing ETFs and mutual funds in its portfolio construction.

Patricia Meidell is a CFP® professional with over 53 years of experience in the financial industry. She is affiliated with American Wealth Management, where she has worked since 2008, and also has a decade of experience at M.S. Howells Securities, Inc. In addition to her advisory roles, she serves on the board of Artown, an organization that promotes local arts in Northern Nevada. American Wealth Management is a SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, trusts, and charitable organizations. The firm employs a proprietary quantitative investment process focused on relative price momentum and trend analysis, primarily utilizing ETFs and mutual funds to construct portfolios and manage risk through tactical strategies.

Dongjoon Lee is a CFP® and CFA® with 12 years of industry experience, currently serving as a financial advisor at American Wealth Management since 2018. Prior to this, he worked at Schultz Financial Group Inc. and has been an adjunct professor at the University of Nevada, Reno since 2017. He also serves as investment committee chair for the Nevada Area Council Inc. Boy Scouts of America. American Wealth Management manages approximately $760.5 million for a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a proprietary quantitative investment process focused on relative price momentum and trends, primarily using ETFs and mutual funds to construct portfolios with tactical strategies aimed at managing equity exposure.

Laif Meidell is a financial advisor at American Wealth Management with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with American Wealth Management since 2008. Meidell serves as president of the Model Strategist Program and is involved with the Nevada Area Council Boy Scouts of America as council president. He is also a board member of the Renown Health Foundation, assisting with financial education initiatives. American Wealth Management is an SEC-registered investment adviser managing approximately $760.5 million for a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm uses a proprietary quantitative investment process focused on price momentum and trends, employing ETFs and mutual funds to build portfolios with tactical strategies designed to reduce equity exposure during severe market declines.

Boyong Park is a CFP® and CFA® charterholder with ten years of experience in the financial industry. He is currently a wealth advisor at American Wealth Management and a part-time instructor at the University of Nevada, where he teaches corporate finance. Park also serves on the board of trustees for the Reno Philharmonic Orchestra and is vice president of the Korean American Association of Reno. American Wealth Management is a SEC-registered investment adviser managing approximately $760.5 million for a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a proprietary quantitative investment process focused on relative price momentum and trend analysis, primarily utilizing ETFs and mutual funds to build portfolios.