Astoria Strategic Wealth, Inc.

Brian Cox is a CFP® professional with 14 years of industry experience. He has been with Astoria Strategic Wealth, Inc. since 2012 and is currently part of the firm's eight-advisor team based in New Braunfels, TX. Astoria Strategic Wealth provides financial planning and investment management primarily for individuals and high-net-worth clients, as well as charitable organizations, pension/profit-sharing plans, and private businesses. The firm employs a diversified, long-term investment approach centered on asset allocation using mutual funds and ETFs, with service tiers that include tax-aware planning and estate-document review.

Mandi Moynihan is a CFP® and holds a Series 66 license, with eight years of industry experience. She currently works at Astoria Strategic Wealth, Inc., where she has been since 2025, and previously worked at USAA Educational Foundation for seven years. Moynihan also has prior experience with Astoria Strategic Wealth, Inc. under its former name, Pauley Financial. Astoria Strategic Wealth provides financial planning and investment management primarily for individuals and high-net-worth clients, as well as charitable organizations and private businesses. The firm employs a diversified, long-term investment approach and offers tiered service levels that include tax-aware planning and estate-document review.

Russell Jacobson is a CFP® professional with 13 years of industry experience, currently serving at Astoria Strategic Wealth, Inc. since 2022. His prior roles include positions at Charles Schwab & Co., Inc. and TD Ameritrade. Astoria Strategic Wealth provides financial planning and both discretionary and non-discretionary investment management primarily for individuals and high-net-worth clients, as well as charitable organizations and private businesses. The firm focuses on diversified asset allocation with a long-term buy-and-hold strategy, tailoring portfolio construction to client-specific investment policy statements and offering tiered service levels that include tax-aware planning and estate-document review.

Amber Picard is a CFP® professional with five years of experience in financial advising. She is currently with Astoria Strategic Wealth, Inc., where she has worked since 2021. Prior to that, she gained experience at Financial Synergies Wealth Advisors, Inc. and has held academic roles at Texas A&M University and Tyler Junior College. Astoria Strategic Wealth provides financial planning and investment management services to individuals, charitable organizations, private businesses, and retirement plans. The firm employs a team-based approach, managing approximately $482 million in assets and emphasizing asset allocation through ETFs and mutual funds supported by fundamental and quantitative analysis.

Kirby Jacobson is a CFP®, CFA®, and Series 65-registered financial advisor with 16 years of industry experience. He is currently with Astoria Strategic Wealth, Inc., where he has worked since 2021. Prior to this, he founded Jacobson Wealth Management LLC and has experience with Lee Financial Company, LLC and Darwin's Beagle, Inc. Astoria Strategic Wealth provides financial planning and investment management services primarily for individuals and high-net-worth clients, as well as charitable organizations and private businesses. The firm focuses on diversified asset allocation with a long-term buy-and-hold strategy and offers tiered service levels that include tax-aware planning and estate-document review.

Shari Seidman is a financial advisor at Astoria Strategic Wealth, Inc. in Providence, RI, holding a Series 65 designation with one year of industry experience. Prior to joining Astoria Strategic Wealth, she worked in educational roles at Lincoln-Sudbury Regional High School and Marymount International School Rome. Astoria Strategic Wealth provides financial planning and investment management primarily for individuals and high-net-worth clients, offering tiered service engagements and retirement plan consulting. The firm emphasizes diversified asset allocation with a long-term buy-and-hold strategy and supports clients through regular account monitoring and planning tools.

Taylor Wilcox is a financial advisor at Astoria Strategic Wealth, Inc. with two years of industry experience. He holds a Series 65 designation and has worked at Astoria Strategic Wealth since 2023. Outside of advising, he works as a registered nurse and clinical resource nurse at Houston Methodist Hospital. Astoria Strategic Wealth provides financial planning and both discretionary and non-discretionary investment management primarily for individuals and high-net-worth clients, as well as charitable organizations, pension plans, and private businesses. The firm emphasizes diversified asset allocation through mutual funds and ETFs with a long-term buy-and-hold strategy and offers tiered service levels that include tax-aware planning and estate-document review.