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Amanda Hayes-Blocksom

CERTIFIED FINANCIAL PLANNER™, ChFC® & AAMS®

Amanda Hayes-Blocksom is the founder, President, and Chief Investment Officer of Aurion Wealth Management and Aurion Wealth Advisors. She holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. She has nearly 2 decades of experience in Financial Services and Investment Management. She is passionate about promoting financial literacy to all generations and has received multiple finance accolades. She has been featured on numerous radio shows, podcasts, and news outlets for her market commentary. Amanda’s client base primarily includes business owners, retirees and executives who have achieved career success. She assists those who seek to delegate their personal finances to a skilled team, guiding them towards wise decisions for optimal financial outcomes.

Amanda’s core belief is that success depends on passion combined with consistency, a philosophy she applies both professionally and personally. Amanda is a honest, dedicated learner who always seeks to expand her knowledge and expertise in her field. Her interests outside work include skiing, fishing, and exercising, contributing to a balanced lifestyle. Most importantly, she cherishes spending time with her husband and family, creating wonderful memories together. Her holistic approach to success is built on the foundation of the 7-28 Method, which focuses on creating harmony between mindset, health, relationships, emotions, financials, environment, and spirituality. Amanda’s clients are her utmost priority, and she is committed to empowering others to achieve their financial and personal goals.

AMANDA’S FULL BIO PAGE
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Amanda has been featured on local radio and news outlets for her market commentary. Her archived shows are available in the Media section of this site from previous radio shows in 2021 with the late Marc Bernier of WNDB called Money Talk with Marc & Amanda. The show features market commentary which syndicated to iTunes and all podcast channels.

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Anthony Hayes

Wealth Advisor

Tony Hayes is a seasoned professional with extensive experience in business operations and planning. His career began in the mortgage industry in 2000, where he worked as a loan officer and gained expertise in processing loan applications, performing underwriting, credit analysis, and structuring loans. During this time, he also built relationships with private lenders and managed multiple corporate lenders. In 2008, Tony followed his passion for creativity and opened his own high-end salon in 2013, then another in 2019, with a focus on operations managing a staff of nearly 75 different stylists over his career. His experience in business operations and financial management proved invaluable when he joined Aurion as a Financial Advisor, taking over the Central & Northern Florida region in 2023 after joining his sister Amanda Hayes-Blocksom’ s long standing practice.

Tony has a unique understanding of the needs of business owners when it comes to financial planning. He is a valuable asset to the Aurion team, leveraging his diverse background and expertise to provide tailored financial solutions to his clients. Tony resides in Ormond Beach, Florida, with his wife Courtney and their four children. His eldest son Michael was recently accepted into the University of Florida’s engineering program. Go Gators!

ANTHONY'S FULL BIO PAGE
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In union there is strength

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Cathy Asch

Client Services Director

Meet Cathy Asch, your dedicated Director of Client Services at Aurion Wealth Management & Aurion Wealth Advisors. With over 40 years of Office Administration experience under her belt, Cathy doesn’t just bring expertise to the table, she brings unparalleled attention to detail, precision, and an unwavering commitment to your needs. Having been an integral part of the financial services industry since 2007, and a trusted member of Amanda’s team since 2010, Cathy has proven time and again that she is an invaluable asset. Leading our team at Aurion, she ensures a seamless experience for all our clients through her excellent organizational skills and punctual execution of tasks.

Born in California, and now a long-time resident of Volusia County since 1990, Cathy has not only nurtured her family here but also honed her professional skills to serve you better. Her life is a testament to balance – she manages a fulfilling personal life with her husband Joe and their son Anthony, while leading our professional team with grace and efficacy. Cathy’s inviting nature makes her easy to work with, and you’ll find comfort in knowing that she will be taking care of your needs. An avid collector of turtles and plants, and a pet parent to her dogs, Cathy understands the value of nurturing and care – principles she applies when serving our clients. Amidst all this, she nurtures an ambition to travel to Australia, demonstrating her zest for life. With Cathy at the helm of client services, rest assured that you’re in capable, caring hands at Aurion Wealth Management.

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Sandy Lake

Lead Paraplanner & Client Associate

Sandy Lake is the Lead Paraplanner & Client Associate at Aurion Wealth Management, where she plays a vital role in assisting the advisors with paraplanning duties. She began her career in the financial services industry in 2004, ultimately becoming an investment advisor in 2006. Sandy met Amanda in 2006 when they worked side-by-side at Edward Jones Investments, forming a collaborative partnership that involved detailed financial planning. Sandy continued working in the financial services industry through 2014. At that time, she decided to pursue a career in the medical field as a Registered Respiratory Therapist, working diligently through the COVID-19 pandemic. In September 2021, Sandy returned to financial services, embracing her new role at Aurion and bringing her wealth of experience to enhance the firm’s planning capabilities and client service. Originally from Kansas, Sandy has lived in Florida and the U.S. Virgin Islands as well. She has one daughter, Sydney, and is engaged to her fiancé Greg. Her passions include taking care of plants and gardening, and she loves spending quality time with her family. Her unique blend of experience and dedication adds great value to the team at Aurion Wealth Management.

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Laura Lyons

Client Services Associate

Laura Lyons is a Client Services Associate at Aurion Wealth Management, with a career in the financial services industry that dates back to 2017. Before joining our team, she spent over 14 years working in the employer/employee benefits industry. Her experience in this field included employer plan administration, policy issuance, and claims adjudication. Laura’s background is extensive and diverse, with experience working with various types of insurance contracts and investment accounts. She is a valuable asset to our team, bringing a wealth of knowledge and expertise to help our clients achieve their financial goals. Originally from Florida, Laura spent many years living in the upper Midwest before returning to her native state. In her free time, she enjoys going on road trips and discovering unique places to visit.

staffAurion has a new edge

Meet our Team of dedicated investment professionals

Aurion Wealth Management is partnered with New Edge Advisors, a cutting-edge platform designed by advisors for advisors, to enhance our ability to serve our clients. This partnership enables us to provide independent advisory practices like ours with a comprehensive suite of capabilities and resources, such as access to a range of custodial platforms, advanced technology solutions, and robust back-office support.

The New Edge platform empowers our team of dedicated professionals, including certified financial analysts and stock advisors, to better serve our clients with greater efficiency and effectiveness. To learn more about how our partnership with New Edge Advisors can benefit you, please visit our website at

http://www.NewEdgeAdvisors.com.

Ryan Geschke: Managing Director - Trading & Investments

Ryan Geschke

Managing Director - Trading & Investments

Arianna Rodriguez: Senior Portfolio Manager

Arianna Rodriguez

Senior Portfolio Manager

Bennett Duffy: Trader at Apricus

Bennett Duffy

Trader

Bryce Miller: Trader at Apricus

Bryce Miller

Trader

Damon Marty: Head of Trading or TAMP Manager

Damon Marty

Head of Trading/TAMP Manager

George Sins: Portfolio Manager

George Sins

Portfolio Manager

Jack Rovetto: Portfolio Manager

Jack Rovetto

Portfolio Manager

Josh White: Trading Associate

Josh White

Trading Associate

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