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.
Chief Operating & Compliance Officer
➤ Houston, TX
Luke Ocker oversees Avondale’s operations and compliance departments and serves as Chief Operating Officer and Chief Compliance Officer across the Avondale footprint. Prior to joining Avondale in 2012, Luke was a Senior Project Analyst for Clark Consulting in Dallas, Texas. Prior to his employment with Clark Consulting, Luke worked as an investment analyst inside the wealth management arm of Wachovia Bank. Luke has a BBA degree in Finance from Texas A&M University, where he played on the Club Baseball team, winning the National Championship in 2002 and earning All- American honors in 2004. He also serves on the board of Bay Area Basketball Officials Association and referees high school basketball games across the Gulf Coast region. Luke is a member of Holy Trinity Catholic Church in Mont Belvieu, Texas, where he helps lead the Confirmation preparation program.
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.
Steve Dechert, CFA
Investment Analyst II
➤ Houston, TX
Steve is a part of Avondale’s Investment Management service, focusing primarily on the Investment Committee. Steve is a Chartered Financial Analyst (CFA) Charterholder. He is a member of the CFA Institute and the CFA Houston Society. Prior to starting at Avondale Wealth Management, Steve worked in banking as a credit analyst, first at Synovus Financial Corporation and then at Fidelity Bank in Atlanta, underwriting commercial real estate and underwriting commercial, industrial, and construction loans. Steve obtained a BBA degree in Finance from Auburn University and was a member of Delta Tau Delta Fraternity. During his time with Delta Tau Delta, he was elected to the officer positions of Director of Risk Management and Vice President. In his spare time, Steve enjoys playing golf, running and Auburn football.
➤ Houston, 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.
➤ 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.