Our Team

Meet the People behind AO Wealth Advisory

Our team brings different experiences, perspectives, and areas of expertise to every client relationship. We work collaboratively so your financial picture is never viewed as a collection of separate accounts or decisions, but as one connected story.

Get to know the people who will be in your corner.


Adam Obrecht.jpg

Adam Obrecht, CFP®

CEO/Founder

Eric Williams, CFP®

Financial Planner

Andrea Negrete

Client Services Representative

Jose Leon

Associate Financial Planner

Daycen Douglass

Financial Planning Assistant