The Woodlands, TX Office

Elizabeth Brady is a Series 65-licensed financial advisor with Avion Wealth in The Woodlands, TX. She has 12 years of industry experience and has been with Avion Wealth, formerly Efficient Wealth Management, since 2012. Avion Wealth serves individuals, trusts, charitable organizations, and business entities with discretionary portfolio management, comprehensive financial planning, and advanced planning services. The firm applies a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, tailoring portfolios to client objectives and risk tolerance, and has recently added options trading and writing to its capabilities.

Ashley Owens is a financial advisor at Avion Wealth with one year of industry experience. She holds a Series 66 designation and has worked at several firms since 2023, including Provident Wealth Advisors and Schroeder Wealth Advisors. Prior to her advisory career, Owens held positions in retail and service industries. Avion Wealth serves individuals, trusts, charitable organizations, and business entities by providing discretionary portfolio management and comprehensive financial planning. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory and offers services tailored to clients’ objectives, risk tolerance, and time horizon.

Alexander Amundson is a financial advisor at Avion Wealth with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked with Ameriprise, LPL Financial LLC, Royal Alliance, Strategic Wealth Advisors Group, and Regency Investment Advisors. Avion Wealth serves individuals, trusts, charitable organizations, and business entities by providing discretionary portfolio management, comprehensive financial planning, and advanced planning services. The firm employs a structured wealth management approach called the “Avion Wealth Formula,” emphasizing long-term, buy-and-hold asset allocation tailored to client objectives and risk tolerances.

Paul Carroll is a CFP® and holds a Series 65 license with 21 years of experience in financial advising. He has been with Avion Wealth (formerly Efficient Wealth Management LLC) since 2003 and previously worked for Continental Airlines from 1997 to 2019. Avion Wealth serves individuals, including high-net-worth clients, trusts, charitable organizations, and business entities, offering discretionary portfolio management along with comprehensive financial and advanced planning services. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, tailoring portfolios to client objectives and risk tolerance, and recently added options trading and writing to its capabilities.

Karla Saez is a financial advisor at Avion Wealth with a Series 65 designation and one year of industry experience. Prior to joining Avion Wealth in 2025, she worked with Assemblies of God U.S. Missions for six years and held roles at Texas A&M University and its LAUNCH Office. Avion Wealth serves individuals, trusts, charitable organizations, and business entities by providing discretionary portfolio management along with comprehensive financial and advanced planning services. The firm follows a long-term, buy-and-hold investment approach based on Modern Portfolio Theory and tailors portfolios to clients' objectives, risk tolerance, and time horizon.

Christopher Mcbee is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Avion Wealth. His prior roles include positions at Yorktown Management & Research Co., Inc., Foreside Fund Services, LLC, and Invesco, where he held various responsibilities between 2014 and 2023. Avion Wealth serves individuals, trusts, charitable organizations, and business entities by providing discretionary portfolio management along with comprehensive financial and advanced planning services. The firm follows a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, with portfolios tailored and regularly monitored to meet client-specific objectives and risk tolerances.

Ashley Stewart is a CFP® and Series 66 professional with 15 years of experience in the financial services industry. She has been with Avion Wealth, formerly Efflicient Wealth Management, LLC, since 2013. Avion Wealth serves individuals, trusts, charitable organizations, and business entities, providing discretionary portfolio management alongside comprehensive financial and advanced planning services. The firm follows a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, tailoring portfolios to clients’ objectives and risk tolerance while incorporating a structured wealth management process known as the “Avion Wealth Formula.”

Megan Beaufays is a financial advisor at Avion Wealth with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and PNC Bank. Avion Wealth serves individuals, trusts, charitable organizations, and business entities with discretionary portfolio management and comprehensive financial planning. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, tailoring portfolios to client objectives and risk tolerance while incorporating a broad range of instruments and advanced planning services.

Sarah Mc Ivor is a financial advisor at Avion Wealth with 11 years of industry experience. She holds a Series 65 designation and has been with Avion Wealth (formerly Efficient Wealth Management, LLC) since 2014. Avion Wealth serves individuals—including high-net-worth clients—trusts, charitable organizations, and business entities by providing discretionary portfolio management along with comprehensive financial and advanced planning services. The firm utilizes a long-term, buy-and-hold investment approach based on Modern Portfolio Theory and offers a structured wealth management process known as the "Avion Wealth Formula."

Abigail Demirovic is a financial advisor at Avion Wealth with six years of industry experience. She holds the Series 65 designation and previously worked at BBVA and Massage Envy before joining Avion Wealth in 2020. Avion Wealth serves individuals, trusts, charitable organizations, and business entities, offering discretionary portfolio management alongside comprehensive financial and advanced planning services. The firm employs a structured wealth management approach combining investment consulting, advanced planning, and relationship management, with an investment process focused on long-term, buy-and-hold asset allocation tailored to client objectives and risk tolerance.