You deserve specialized wealth management solutions, financial planning, investment services, and expert advice that puts your best interest first, always. The Relationship Management Team at AAFMAA Wealth Management & Trust (AWM&T) is committed to providing innovative financial solutions for the military families and Veterans we serve.
Who you trust to handle your legacy matters. Many of us at AWM&T are Veterans or come from military families, so with us, you’ll never have to face the complexities of military finance alone. Get to know our Relationship Management Team who will map out your financial future while providing you with a unique level of service.
Jay Shivar
Vice President, Business Development
“I’m honored to help ensure the financial security and independence of the American Armed Forces Community through financial planning, investment management, and trust services.”
Danielle Nuxoll
Senior Relationship Manager
“AWM&T empowers me as an active duty spouse, mom, and individual to take care of military families during times of transition.”
Joshua Schnelle, CFP®, MBA
Senior Relationship Manager
“It’s a great feeling to come to work at AWM&T every day, knowing our team is focused on ensuring that Veterans and their families receive trustworthy, objective financial advice in order to accomplish their goals.”
Anthony Nemanic
Relationship Manager
“For me, AWM&T perfectly blends two of my passions: financial health and service to our military and Veteran communities.”
Richard Proctor
Relationship Manager
"Working at AWM&T means having a unique opportunity to provide financial solutions to the military community and their families through lasting relationships. I'm proud to work alongside a connected team of colleagues that share this common objective."