Derrick Andrews, CFP®, CEP
Founding Partner and President
Certified Financial Planner
Certified Estate Planner
Derrick Andrews is the founding partner and President of AWA Wealth Management. Since 1988, Derrick has been successfully helping families with financial planning, wealth management, life and long-term care insurance needs as well as wealth transfer strategies. Derrick has been known for using his “Big Picture” approach to retirement planning which seeks the success of your retirement plan through good and not so good economic times.
Transferring his knowledge to his own firm, Derrick opened AWA Wealth Management in 1994. Then, in 1999, he opened his office in Auburn, California, close to his hometown of Grass Valley. Founded under the premise that financial matters are best conducted on a personal level, Derrick has sought to meet and aimed to surpass the expectations of his clients for more than 30 years.
Derrick graduated from Sacramento State University in 1987 with a Bachelor of Science degree in Business Administration, Finance and Economics.
Our experienced and enthusiastic team thrives on client satisfaction.
DANIEL MCCURDY, CFP®, ChFC®, CLU®, EA
CERTIFIED FINANCIAL PLANNER
Daniel combines over 10 years experience investing in real estate and the stock market to help define your unique financial plan to pursue your goals. Helping clients live comfortably knowing they have a comprehensive plan with a goal to provide income throughout their lives is a profession Daniel is passionate and proud to be a part of.
Daniel’s designations include Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), and Charted Life Underwriter (CLU). Daniel graduated from San Francisco State University with a degree in Business Administration and minor in Finance in 1998. Daniel is also an Enrolled Agent (EA) permitted to represent before the IRS.
DIRECTOR OF CLIENT DEVELOPMENT
Diane’s background is in education for over 18 years. She graduated with a Bachelors in Liberal Studies and received her Masters in Administration. Diane works with clients to ensure they receive the key communication offered by AWA Wealth Management, LLC. Through social media, and an enhanced website that offer clients an interactive approach for receiving the latest information on our financial services and events, AWA Wealth Management, LLC clients can gain further knowledge and understanding on their financial services and events.
Director, Business Administration & Client Services
Toni joined the AWA Wealth Management Team in March 2017 with a background in business. Prior to joining our team, she worked for 9 years in upper management in the retail industry focused on detailed customer service. Over the last 14 years, her career’s major focuses have been in marketing, customer service, business, administration, and team development. She graduated with honors from UC Davis with a B.S. in Business Marketing. Toni works with clients to ensure they receive the best in customer service care. She is available to assist clients with everything from complex requests to general questions.