ATLANTA — Dec. 18, 2025 — Aprio Wealth Management (AWM) today announces a major expansion of its leadership, advisor talent, and service model, advancing the firm’s ability to deliver greater value to clients. With this expansion, AWM is strengthening its platform to serve individuals, family offices, and business owners across the U.S.
AWM is unveiling a new integrated team model that reshapes how clients access and experience wealth advisory services. The model brings wealth, tax, estate, and succession planning together into a single, coordinated structure, giving clients a single point of access to a multidisciplinary team that works together. Clients experience a more fluid, connected team to help them achieve their financial goals with greater ease as their needs evolve.
The new model reflects AWM’s commitment to building an advisory experience that matches the pace and complexity of modern financial lives. This approach delivers an agile planning experience, bringing the right advisors to clients at the right moments, while supporting decision-making with a clear, coordinated strategy.
Along with the launch of the new integrated model, AWM added new leaders and advisors who bring decades of experience building, integrating, and scaling sophisticated, nationally-recognized wealth management platforms. Collectively, the team has led national advisory firms, overseen complex M&A and integration efforts, and advised high-net-worth and ultra-high-net-worth clients at organizations including Creative Planning, Wipfli Financial Advisors, Wealthspire, The Mather Group, Facet Wealth, Annex Wealth Management, Johnson Financial Group, Montag Wealth Management, and Northern Trust. AWM manages more than $5.5 billion in assets under management, and this expanded leadership bench further strengthens the firm’s ability to support clients through every stage of their financial journey.
“Aprio Wealth Management is built for where clients are headed,” said Keith Greenwald, CEO and Partner of Aprio Wealth Management. “By adding new leaders and talent and introducing a fully integrated experience model, we are helping clients grow and achieve their long-term goals while creating a more seamless experience with advisors working together to provide coordinated guidance every step of the way.”
New Aprio Wealth Management leaders and advisors include:
Noah Marell, CFP® — Chief Operating Officer
Noah oversees operational infrastructure and scalability across the AWM platform. His background includes leading tax, estate, and family office teams, as well as managing large-scale integrations at Creative Planning and Wipfli Financial Advisors.
Jandy Rowe —Director, Client Services Operations and Integrations
Jandy drives operational alignment, scalability, and M&A integration across the AWM platform, drawing on her experience leading multi-office operations and integration initiatives at Wealthspire. She has built scalable systems, led cross-functional teams, and overseen successful transitions during periods of rapid expansion.
Erin O’Connor-Bell, CFP® — Director, Financial Planning and Client Experience
Erin leads practice management and client experience for AWM, drawing on experience from The Mather Group, where she drove firmwide practice management, and from Facet Wealth, where she built training for 85+ CFP® professionals and led teams delivering complex planning solutions. Her background also includes roles at Mellon Capital (BNY Mellon) and Regions Financial.
Dan Wilson, CFP® — Director, Corporate Development
Dan advises on expansion strategy, informed by his leadership of scaling wealth management firms through strategic acquisitions. His background includes serving as Chief Wealth Officer and Interim President at Annex Wealth Management, leadership roles transforming Johnson Financial Group’s RIA division, and doubling AUM at Midland Financial Advisors through targeted M&A.
Chris Guinther — Senior Wealth Advisor
Chris brings more than two decades of investment leadership to AWM, with experience guiding ultra-high-net-worth and institutional portfolios. His background includes senior roles at Montag Wealth Management, where he led research and market strategy, as well as CIO and President of Silvant Capital Management and investment leadership positions at Northern Trust, Principal Global Investors, and Bank One Investment Advisors.
The addition of these advisors follows the recent addition of Eric Flynn, who joined Aprio Wealth Management as Chief Wealth Officer from Compound Planning. His background building high-performing advisory teams enhances AWM’s capacity to anticipate client needs and deliver more integrated planning solutions.
About Aprio
Aprio is the brand name under which Aprio, LLP, and Aprio Advisory Group, LLC, deliver professional services. Since 1952, clients throughout the U.S. and across more than 50 countries have trusted Aprio for guidance on how to achieve what’s next. As a premier business advisory and accounting firm, Aprio Advisory Group, LLC, delivers advisory, tax, managed, and private client services to build value, drive growth, manage risk, and protect wealth, and Aprio, LLP, provides audit and attest services. With proven experience and genuine care, Aprio serves individuals, entrepreneurs, and businesses, from promising startups to market leaders alike. Aprio has grown to 2,800+ team members providing solutions to clients in industries including Manufacturing and Distribution, Non-Profit and Education, Professional Services, Real Estate, Construction, Restaurant, Franchise & Hospitality, Government Contracting, and Technology.
About Aprio Wealth Management
Aprio Wealth Management delivers integrated, fiduciary-based financial services designed to simplify the complexities of wealth management. As a fee-only SEC Registered Investment Advisor, Aprio Wealth Management offers comprehensive planning across investments, tax strategy, retirement, estate planning, insurance, and family office services. Clients benefit from the continuity and coordination of working with a single, collaborative team that understands their complete financial picture. Backed by the resources and infrastructure of a top 25 accounting and business advisory firm, Aprio Wealth Management provides objective guidance, strategic insight, and long-term value across generations.
Investment Advisory services are offered through Aprio Wealth Management, LLC, an independent Securities and Exchange Commission Registered Investment Advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities, and past performance is not indicative of future results. Investments involve risk and are not guaranteed. Be sure to first consult with a qualified financial adviser and/ or tax professional before implementing any strategy discussed here.
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