Meet Your Relationship Management Team

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.

Relationships Make All the Difference

Jay Shivar

Vice President, Business Development

Jay Shivar is a proud Veteran of the United States Air Force. Jay joined AWM&T in 2022 after more than 18 years of serving clients as a financial advisor. In his current role, Jay leads the Growth, Financial Planning, and Relationship Management teams. 

“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

Danielle Nuxoll is an active-duty military spouse who proudly helps her clients realize their personal goals and aspirations. Danielle graduated from The University of Iowa with a Bachelor’s of Science in Business Statistics and a Certificate in Leadership Studies. She is pursuing the CERTIFIED FINANCIAL PLANNER® designation and has qualified to sit for the CFP® exam.

“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

Joshua Schnelle, CFP®, MBA served in the Army for four years as an active-duty Air Defense Artillery Officer, and for almost three years in the reserves as a Civil Affairs Specialist. In his current role, he is honored to help Veterans realize their personal goals and financial aspirations. 

“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

Anthony Nemanic achieved six years of expertise as a Nuclear Engineer with Naval Sea Systems Command (NAVSEA) prior to joining AWM&T. In his current role, he is passionate about serving and protecting our nation’s military members in the wealth management world.

“For me, AWM&T perfectly blends two of my passions: financial health and service to our military and Veteran communities.”

Richard Proctor

Relationship Manager

Richard Proctor has over 15 years of relationship management experience in the Investment Management industry, serving both individual clients as well as large-scale institutional clients across the world. He is honored to now serve members of the military, Veterans, and their families in his role with AWM&T.

"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." 

Take the Next Step with AWM&T

You deserve guidance from military financial professionals who demonstrate extensive knowledge, ethical standards, and a commitment to your best interests. Financial planning is more than just numbers — it’s about securing your future and ensuring peace of mind. Speak with one of our credentialed professionals today to get personalized guidance tailored to your unique situation. Visit aafmaatrust.com or call 1-910-307-3500 to learn more. 

About Us

Founded in 2012, AAFMAA Wealth Management & Trust LLC (AWM&T) was created to meet the distinct financial needs of military families. We proudly deliver experienced, trustworthy financial planning, investment management, and trust administration services – all designed to promote lasting security and independence.

We are proud to share the mission, vision, and values of Armed Forces Mutual, our parent company. We consistently build on the Association’s rich history and tradition to provide our Members with a source of compassion, trust, and protection.  At AWM&T, we are committed to serving as your trusted fiduciary, always putting your best interests first. Through Armed Forces Mutual's legacy and our financial guidance, we provide personalized wealth management solutions to military families across generations.v