Broker Check

Team

Even in the world of business and finance, deep personal relationships and a caring culture are key elements of success. Dale Wolf integrates this belief into everything he does.

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With more than 15 years of experience in the financial services industry, Lindsey Toole works closely with clients and their families to develop financial strategies that address their specific concerns and goals.

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Clifton Aiken

Wealth Advisor

(941) 206-6200

(941) 206-6293

Clifton Aiken has been helping people pursue their financial goals since 1994. His key to success is the personalized approach he takes in assisting clients with services ranging from retirement and estate planning to financial...

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Michael Guimond

Vice President, Chief Operations Officer

(941) 206-6200

Michael Guimond is the Chief Operating Officer of AWA Investment Advisors with more than two decades of experience in the financial services industry.

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As the Vice President of AWA Investment Advisors with more than 12 years of experience in the financial services industry, Angelica Wolf is passionate about helping clients feel welcome from the moment they enter the office.

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Denise Woodring

Vice President Insurance Operations

941-206-6200

941-360-9219

With more than 17 years’ experience in the financial services industry, Denise serves the AWA team as Dale Wolf’s assistant. Not only working closely with him on ensuring all his clients are well taken care of, she also...

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Steven Guess

Operations Executive

(941) 206-6200

(941) 206-6293

Steve works with our clients and advisors to provide administrative support to the team. He often works on complex long-term projects and provides in-house technical support for our various computer systems.

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Andrea Silva

Client Services

941-206-6200

941-206-6293

Andrea is an enthusiastic and eager professional with experience in project management, administrative and human resources. She is passionate about helping others and excels in marketing, event planning, and excellent customer service....

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At AWA Investment Advisors,

our team includes a seasoned group of advisors and wealth management professionals. While our experiences are diverse, we all share a common passion for serving our clients with the highest level of service.

Meet our team of dedicated professionals: