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® with over 53 years of experience in the financial industry. She is currently with American Wealth Management and has previously worked at M.S. Howells Securities, Inc. and Foothill Securities, Inc. Outside of her advisory role, she serves on the board of Artown, a nonprofit organization that supports local artists and multidisciplinary arts in Northern Nevada. 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 employs a proprietary quantitative investment process focused on relative price momentum and trends, utilizing ETFs and mutual funds to construct portfolios with tactical strategies designed to manage equity exposure during market declines.

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 with American Wealth Management in Reno, NV, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has held leadership roles at Trondheim Management LLC and Model Strategist Program, among other positions, and serves as council president for the Nevada Area Council Boy Scouts of America. Meidell is also a board member of the Renown Health Foundation, supporting educational activities for a regional medical center. 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 trends, primarily using ETFs and mutual funds to construct portfolios with tactical strategies designed to manage equity exposure during market declines.

Boyong Park is a CFA® charterholder and holds a Series 66 license with 10 years of industry experience. He is currently a wealth advisor and investment analyst at American Wealth Management and also serves as a part-time corporate finance lecturer at the University of Nevada. Outside of his advisory role, he is a board trustee for the Reno Philharmonic Orchestra and 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, using ETFs and mutual funds to build portfolios with tactical strategies designed to mitigate equity risk during market declines.