OCTAVIA WEALTH ADVISORS - Key Persons
Job Titles:
- Associate
- Client Service Associate
Abbey Lenox is a senior client service associate at Octavia Wealth Advisors, providing administrative and operational support. She keeps the office organized and running smoothly. Abbey is known for maintaining a calm demeanor even under fast-paced and demanding circumstances. A natural communicator who is friendly and caring, Abbey loves getting to know clients and their families.
Job Titles:
- Associate in the Los Angeles Office
- Marketing Associate
Alicia Strohmeier is a marketing associate in the Los Angeles office of Octavia Wealth Advisors. She works closely with the Octavia team, helping to nurture the strong client partnerships the firm is known for building. An organized, determined and thorough person, Alicia is firmly committed to the high standards Octavia maintains. Because she truly enjoys helping people, she is also proud to be part of the firm's promise to create relationships that go far beyond business as usual. Along with introducing newer platforms for communicating with clients, Alicia brings a fresh perspective on what the next generation of investors is looking for.
Prior to joining Octavia in 2020, Alicia served as marketing coordinator at Midwest Financial Partners. She developed her skills as a marketing intern at several firms before that.
Alicia holds a Bachelor of Arts in integrated marketing communications from Pepperdine University in Malibu, CA.
Job Titles:
- Partner
- Partner / Wealth Advisor
- Wealth Advisor
Andrew Seni is a partner and wealth advisor at Octavia Wealth Advisors. He oversees the firm's proprietary investment platform and the models that Octavia directly manages for clients. Proficient at arranging details, Andrew also runs many of the financial plans created for clients. After an idea is discussed, he attends to the particulars and processes in order to ensure that everything is accomplished smoothly and effectively. As a financial advisor, Andrew focuses on retirement, financial planning, and wealth management. He develops personalized strategies for his clients, working to support their goals and treating them as family.
Before helping to found Octavia, Andrew spent more than 17 years as a financial consultant with Midwest Financial Partners. At Midwest, he specialized in financial, estate, and retirement planning.
Andrew earned a Bachelor of Science in corporate financial management and financial institutions from Ball State University in Indiana, finishing magna cum laude.
Ashly Lopez is a Client Service Associate at Octavia Wealth Advisors in San Diego. Her role in providing exceptional support to Octavia's clients is one that that satisfies both her orderliness and her friendliness. A self-described analytical person with a dash of flair, Ashly enjoys ensuring that all transactions are properly executed, and paperwork is correctly completed in a stress-free way. Adaptable and personable, Ashly relishes interacting with different client personalities. She loves being part of a talented team that's motivated to excel at a high level.
Before joining Octavia in 2022, Ashly worked as a supervisor at New Leaf Solutions in San Diego, CA where she managed a team and navigated through challenging client benefit cases. Her experience has made her a great addition to our team.
Ashly earned her Bachelor of Science degree in criminal justice and her Professional Certificate in Management and Leadership at San Diego State University in San Diego, CA.
A native of San Diego, Ashly is a longtime Padres fan. She goes to games whenever she can but is also happy to watch recordings-and especially happy to re-watch winning games! She's an active workout fan who's at the gym or off on a hike nearly every day of the week. In summertime, she's out kayaking as well!
Brad Lauch is a wealth advisor at Octavia Wealth Advisors. He specializes in helping each client design a customized plan to fit their specific situation. He believes in the effectiveness of creating and maintaining strong client relationships. Brad works collaboratively with the rest of the Octavia team to provide successful strategies for clients' complete financial lives. He has a particular strength in estate planning.
Prior to joining Octavia's team in 2020, Brad was a regional vice president at Midwest Financial Partners for 11 years. Before that he worked in management at several major corporations.
Brad earned a bachelor's degree in psychology from the University of Colorado in Boulder.
Job Titles:
- Associate
- Client Service Associate
Brenda Keefe is a senior client service associate at Octavia Wealth Advisors. With an extensive background in back office processing, Brenda expertly handles administrative and operational affairs. She provides outstanding service to clients, making sure they receive accurate and timely resolutions to all requests. Brenda also supports the advisory team with her organizational proficiency, including ensuring that credentials remain up to date.
Prior to joining the Octavia team in 2020, Brenda worked for over 15 years at Midwest Financial Partners.
Brenda earned a Bachelor of Science in business administration from Xavier University in Cincinnati.
Brian Price is an investment analyst at Octavia Wealth Advisors. Primarily, he works in portfolio construction, researching and recommending personalized investment options for clients. Committed to doing the best possible job, Brian takes pride in seeking out what he believes to be the most beneficial investments for individual situations. His number one priority is helping people improve their financial well-being and he is especially thrilled about seeing positive outcomes in people's lives. Brian also assists Octavia's other teams, applying his strong work ethic and attention to detail in whatever ways are needed to benefit clients.
Before joining Octavia in 2021, Brian held an accounting and finance internship at Hussmann Corporation, assisting with workflow improvements that enhanced job performance. He also interned at Charter Communications in treasury management.
Brian graduated at the top of his class from Xavier University's Williams College of Business in Cincinnati. He earned a Bachelor of Science in Business Administration with majors in finance and business analytics.
Job Titles:
- Wealth Advisor
- Wealth Advisor in the San Diego Office
Dana Peacock is a wealth advisor in the San Diego office at Octavia Wealth Advisors. She is passionate about understanding the nuances of each client's unique financial life and personal situation. Dana understands that close, personalized guidance is essential for building a customized financial plan that effectively supports specific needs and goals. Cultivating long-term relationships and providing excellent client service are central to upholding the high standards that Dana believes in. As a female advisor, she is also eager to help women maximize their financial potential.
David Yeazell is a wealth advisor at Octavia Wealth Advisors. His expertise lies in helping individuals and businesses with protection, transition, and legacy planning concerns. He uses his extensive knowledge of life, disability, long-term care (LTC), and income hedging strategies when making recommendations for clients. Seeing clients attain long-held goals is David's greatest reward. He is equally thrilled by a successful business transition to the next generation, a client who embarks on a secure retirement, or a parent who just wrote the last check for a child's college education.
Job Titles:
- Partner
- Partner / Wealth Advisor
Job Titles:
- Member of the Advisors Associates Executives Team
- Wealth Advisor
Job Titles:
- Senior Investment Analyst
Job Titles:
- Member of the Advisors Associates Executives Team
- Partner / Wealth Advisor
Job Titles:
- Client Service Specialist
Job Titles:
- Partner
- Partner / Wealth Advisor
Job Titles:
- Director of Investment Operations
Job Titles:
- Qualified Plan Specialist
Job Titles:
- Investment Operations Specialist
Job Titles:
- Client Service Specialist