OUR TEAM
A collaboration of expertise, aligned with your best outcomes.
At AWP, we operate on a team-based service model. This structure ensures that our collective expertise and resources can be fully leveraged to support your financial goals.
Steve Olson, CFP®, AEP®
Founder & CEO
Steve has provided counsel and management on individual assets and portfolios—encompassing a combination of securities, real estate, privately held businesses and other alternative investments—ranging in value from $5 million to over $400 million in value.
Steve is an alumnus of Old Dominion University and the University of South Florida, and resides in Palm Beach Gardens, Florida. When he’s not working, or nerding out on taxes or investments – you’ll find him doing something active outdoors – or on the water or with his kids, Stephen and Callie.
Tad Sacheck, AAMS®
Financial Planner
Tad’s experience spans over 15 years in financial planning and advisory services to families and retirees throughout the state of Florida. Tad finds great fulfillment in developing long lasting relationships with the families and individuals we serve and helping them to pursue their personal and financial objectives.
Tad lives in Palm City, with his wife and their three children. Tad serves on the board for Martin County North Little League and in his spare time he enjoys playing golf, coaching his kid’s respective sports teams and spending time with family.
Anthony Vernale, CFA
Head of Asset Management
Anthony is the Head of Asset Management for the firm. Prior to his current role, Anthony had 15 years of experience in hedge funds. Starting in operations and then moving to the front office in a trading position for a team focused on credit markets. His goal is to bring financial product knowledge and market experience to financial planning and analysis.
Anthony lives in Palm Beach Gardens with his family, where he spends his spare time enjoying the weather and playing with his young children.
Dylan Walker
Senior Client Service Associate
Dylan brings extensive experience from his previous positive with Morgan Stanley and holds Series 7 and 66 licenses. He is dedicated to assisting both new and existing clients with their financial needs. Dylan specializes in handling money movement requests, addressing questions about account openings, managing transfers in process, and other client service requirements.
Dylan’s focus on and commitment to providing exceptional service ensures that our clients receive the support they need.
Discover our heritage.
Our legacy is a testament to our commitment to providing exceptional financial guidance and support for those who serve.
Learn what drives us.
Learn what moves us both personally and professionally to provide a higher standard of service to you.
Get to know us.
Schedule a no-pressure, virtual consultation with us. It's an easy and convenient way to see if we're a good fit for you.
