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, CFP®
CEO/Founder
Eric Williams, CFP®
Financial Planner
Andrea Negrete
Client Services Representative
Jose Leon
Associate Financial Planner
Daycen Douglass
Financial Planning Assistant