Principal & Co-Founder, Chief Financial Officer
➤ Austin, TX
Justin Jacobs directs and manages the Financial Advisory division at Avondale, as well as creates and implements complex financial planning strategies for high net worth clients. Before founding Avondale, Justin was Senior Vice President and Senior Investment Strategist at BBVA Compass, annually earning Club Adelante status as one of the company’s top national performers. Before that, he worked as a Financial Advisor at Merrill Lynch, where he was the junior partner on the top producing team in Central Texas. Justin has a BA degree in Economics from Yale University, where he played football and twice earned ‘Most Athletic’ honors from the athletic department. He serves on the Boards of the Fellowship of Christian Athletes (chairman), Boy Scouts of America, and CK Youth Foundation, and is a member at the Austin Stone church.
Sam McGee, CFA
Principal & Co-Founder, Chief Investment Officer
➤ Lakeway, TX
Sam McGee is a CFA charter holder and chairs the Avondale Investment Committee. In addition, he serves as an advisor to high net worth clients, with a specific expertise in financial planning for those employed by the energy sector. Before founding Avondale, Sam was a Senior Vice President and top producer at BBVA Compass in the private client group. Prior to BBVA Compass, he helped launch Wachovia Wealth Management in their de novo expansion into Texas. Sam has an MBA degree in Finance from the Bauer College at the University of Houston and a BBA degree in Marketing from Texas A&M University. He leads a men’s fitness and devotional boot camp and is active at the Austin Ridge church.
➤ Houston, TX
Chris Perego serves as Portfolio Manager for Avondale’s Houston based clients. Chris began his career with AIM Investments in Houston, TX where he held various positions servicing both institutional clients and high net worth investors. In 2006, Chris joined the boutique alternative investment firm Redstone Consulting, LLC – a Houston based investment advisory firm specializing in managing hedge funds and other alternative assets classes for institutions, foundations, and high net worth investors. In 2010, Chris joined a bank owned investment advisory firm specializing in advanced estate and financial planning for high net worth families, corporate executives, and business owners. Chris brings with him over 15 years of investment management experience. A graduate of Texas State University, Chris has completed the Certified Financial Planner education program at Rice University Glasscock School of Continuing Studies. Chris is on the Leadership Committee of BSA Pack 902, and a member of Chapelwood UMC where he is active in the Children's Ministry Sunday School.
➤ Houston, TX
Alec Walker specializes in corporate retirement plans, as well as financial planning for high net worth families in the Houston area. He began his career with Avondale in 2014 in operations as a retirement planning analyst and as investment analyst. Starting in 2015, Alec was promoted to financial advisor where he has excelled at coordinating and implementing sound financial strategies for clients. Prior to Avondale, Alec earned a BBA degree in Supply Chain Management from the Bauer College of Business Honors Program at the University of Houston. He is currently active with the Houston Furniture Bank, a local non-profit, The Greater Heights Chamber of Commerce, and the Bauer College of Business Alumni Association. He is a Houstonian born and raised and in his spare time he enjoys vigorously cheering on the local sports teams and spending time outdoors with family and friends.
➤ Austin, TX
Tanner Price focuses on customized financial planning for business owners and highly compensated executives, specifically in the technology sector. Prior to becoming a financial advisor at Avondale, Tanner played professional football in Paris, France where he captained his team to an undefeated season and French national championship in 2015. Before playing professionally, Tanner was the four-year starting quarterback at Wake Forest University where he was named to the ‘Academic All ACC’ team three years in a row and graduated with a BA degree in Economics. He is currently active in the Fellowship of Christian Athletes and attends Austin Ridge Bible Church. During his leisure time, Tanner is actively involved with local youth football organizations, sharing his passion, knowledge and skills while coaching kids of all ages.
Joanne Burks, CPA
Director of Client Service
➤ Austin, TX
Joanne Burks, CPA serves as Director of Client Service for Avondale. Her responsibilities include the administrative and operational aspects of the firm. She joined Avondale after a career in accounting and finance in industries including commercial real estate, restaurant management, and the non-profit sector where she has served as Controller, Financial Analyst, Accounting Manager, and CFO. She obtained her BBA degree in Accounting from the University of Texas at Austin, is a licensed certified public accountant, and holds a CGMA designation from the AICPA. Her professional affiliations include membership in the Austin Chapter of the Texas Society of CPAs and the American Institute of CPAs. Joanne is a sustaining member of National Charity League – Capital of Texas Chapter, serves on the board of CYT Austin, and volunteers for several other non-profit organizations in the Austin area.
Client Relationship Manager
➤ Lakeway, TX
Hannah Vinyard currently serves as Operations Analyst at Avondale. Prior to joining the firm in 2017, she worked as a Client Relationship Assistant with Denham & Lillich Wealth Management in Baton Rouge, LA. Hannah has a BS degree in Finance from LSU where she was a member of Chi Omega sorority and served in various leadership roles. Hannah also volunteered for the Make a Wish Foundation, The Arc in Baton Rouge, Habitat for Humanity, and Live2Serve while in Baton Rouge and continues to serve with the Make a Wish Foundation and the Chi Omega Kaleidoscope. She attends Second Baptist West Campus in Katy and her hobbies include spending time with family, community involvement, dance and LSU Sports.
➤ Austin, TX
TJulia Gregory serves as the Operations Assistant in the Avondale Wealth Management Austin office. Before joining the team, she worked in insurance and earned her General Lines Agent and Life & Health Insurance Counselor licenses. She also worked as an IT recruitment consultant with Frank Recruitment Group in Dallas. Julia attended Baylor University as the 64th member of her family to do so. While attending Baylor she studied abroad in London and was an active member of Kappa Kappa Gamma sorority. Julia earned her undergraduate degree in Marketing from the Hankamer School of Business at Baylor University. Through Kappa Julia volunteered with Reading is Fundamental at Parkdale Elementary and served as a Float Chairman for the Baylor Homecoming parade—one of the largest and oldest collegiate homecoming parades in the nation. As a native Houstonian who recently moved to Austin, she enjoys exploring her new city, listening to music, and creating custom watercolor paintings in her spare time.
➤ Lakeway, TX
Trevor currently works as a research analyst and specialized marketing developer. Before joining Avondale, he spent the 2017 football season with the Atlanta Falcons as a professional quarterback. Prior to that, Trevor attained his undergraduate degree in Business Management from the University of Oklahoma, and began pursuit of his master’s degree at Texas A&M University via the prestigious Mays College of Business. While in college, Trevor was named to the Academic All Big 12 for three seasons, earned MVP honors at the 2014 Allstate Sugar Bowl, and as captain of the Fighting Texas Aggies received the Wuerffel Trophy, an award given to the player who best combines community service with athletic and academic achievement. Outside of work, he actively volunteers with the Fellowship of Christian Athletes, as well as committing himself to missions work, having already made four service trips to Haiti. Trevor enjoys playing golf, spending time with his family, and watching his former teammates who play in the NFL.