MEET THE TEAM

“Our mission is to be the premier provider of financial planning, investment management, and trust services to the American Armed Forces Community.“

Richard Convy , CFA, CPAPresident of AWM&T
David Wirth, CFP® Relationship Manager

David is a Relationship Manager in AAFMAA Wealth Management & Trust’s (AWM&T) Reston, VA office. He has more than twenty (20) years of Financial Planning and Investment Management experience and is responsible for managing all aspects of each unique relationship for AWM&T clients.

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Ross Cutler, CFP®, CTFA Senior Relationship Manager

About The Company Meet The Team Financial Planning Investment Management Trust Services “Our mission is to be the premier provider of financial planning, investment management, and trust services to the American Armed Forces Community.“Richard Convy , CFA, CPAPresident of AWM&T Ross Cutler, CFP®, CTFASenior Relationship ManagerRoss Cutler, CFP® is a Senior Relationship Officer with AAFMAA[...]

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Richard Convy, CFA, CPA President

Richard Convy, CFA, CPA, is the President of AAFMAA Wealth Management & Trust. From the Virginia office, he leads all trust company activities nationwide.

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Steve Mannell Chief Financial Officer

Steve Mannell is the Chief Financial Officer of AAFMAA Wealth Management & Trust. From the North Carolina headquarters office, Steve manages and controls all company financial activities and drives business development and marketing activities across the enterprise.

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Carrie Clark, CTFA Executive Vice President & Senior Trust Officer

Carrie joined the Senior Management Team of AWM&T in January of 2017. She previously served as a Senior Relationship Manager at AWM&T since 2013. Her extensive background in trust administration, estate planning, and wealth management will continue to help the organization.

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Arthur Lyons Senior Investment Officer

Arthur Lyons is a Senior Investment Officer with AAFMAA Wealth Management & Trust. He has more than 35 years of experience in the asset management industry, with expertise in portfolio management and analysis, trading, and product development.

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Brittany Benassi, CFP® Financial Planner

Brittany Benassi is a Financial Planner at AAFMAA Wealth Management & Trust in Fayetteville, North Carolina. She works closely with our clients to help them define their goals and design a comprehensive plan to achieve them.

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Kathleen M. Brinker, CFP® Relationship Manager

Kathleen (Katy) Brinker is a Relationship Manager at AAFMAA Wealth Management & Trust in Fayetteville, NC. She has more than 17 years of Financial Planning and Investment Management experience.

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Christina Dell’Aquila, CTFA Relationship Manager

Christina Dell’Aquila is a Relationship Manager at AAFMAA Wealth Management & Trust in Raleigh, NC. She holds a Bachelor of Business Administration from Campbell University, where she majored in Trust and Wealth Management and minored in Financial Planning.

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Tom LeClaire, CFP® Relationship Manager

Tom LeClaire, CFP® is a Relationship Manager at AAFMAA Wealth Management & Trust in Tampa, FL. He graduated from Stetson University with a Master of Business Administration and Bachelor’s degree in Political Science.

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Fred Meixell Assistant Relationship Manager

Arthur Lyons is a Senior Investment Officer with AAFMAA Wealth Management & Trust. He has more than 35 years of experience in the asset management industry, with expertise in portfolio management and analysis, trading, and product development.

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Kaylee LaCerda Assistant Relationship Manager

Arthur Lyons is a Senior Investment Officer with AAFMAA Wealth Management & Trust. He has more than 35 years of experience in the asset management industry, with expertise in portfolio management and analysis, trading, and product development.

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Olesja Hull Assistant Relationship Manager

Arthur Lyons is a Senior Investment Officer with AAFMAA Wealth Management & Trust. He has more than 35 years of experience in the asset management industry, with expertise in portfolio management and analysis, trading, and product development.

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