Offices in Florida and Ohio

Our Team

Amanda Hayes-Blocksom

CERTIFIED FINANCIAL PLANNER CFP®,
Chartered Financial Consultant ChFC®,
Chartered Life Underwriter CLU®,
Accredited Asset Management Specialist AAMS®

Amanda Hayes-Blocksom is the founder of Aurion Wealth Advisors and a highly accomplished entrepreneur. With a passion for financial literacy and over two decades of industry experience, her firm serves a diverse clientele. Amanda empowers her clients through her dedicated enthusiasm, meticulous care, and data-driven insights. She provides more than just advice; she offers a partnership for success, enhancing her clients’ financial journeys and life goals. A steadfast advocate for financial education across all ages, Amanda has received numerous industry honors.

Frequently featured on radio, podcasts, and media outlets for her market insights, Amanda serves a diverse clientele, ranging from successful entrepreneurs to seasoned retirees and professionals. Her mission is to shoulder the burden of financial decision-making of clients who aspire to focus on their personal and professional ambitions, ensuring their financial trajectory aligns with their life goals. Amanda’s business ethos is rooted in the fusion of fervor and diligent consistency.

This philosophy is mirrored in her personal pursuits, which include outdoor adventures like skiing and fishing, alongside a commitment to health and wellness. Quality time with her husband and family remains her most treasured activity, reinforcing her belief in a well-rounded existence. Amanda’s life strategy is encapsulated in the 7-28 Method, a comprehensive guide that harmonizes the essential facets of life from mental and physical health to financial stability and emotional well-being.

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!

Come Visit Our Florida Office

In union there is strength.

Cathy Asch

Client Services Director

Sandy Lake

Lead Paraplanner & Client Associate

Laura Lyons

Client Services Associate

Meet our Team of dedicated investment professionals

Aurion Wealth partners with New Edge Advisors, enhancing our service capabilities with comprehensive resources like multi custodial platforms, advanced technology, and back-office support. This empowers us to serve clients efficiently.
Learn more at

https://www.newedgeadvisors.com/about/team/

Ryan Geschke

Managing Director - Trading & Investments

Arianna Rodriguez

Senior Portfolio Manager

Lauren Lehman, CFP®, CFA®

Head of Portfolio Management

Bryce Miller

Trader

Damon Marty

Head of Trading/TAMP Manager

George Sins

Portfolio Manager

Aurion Wealth is partnered with FIG

Aurion Wealth is partnered with FIG – Financial Independence Group, a cutting-edge platform 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 insurance products and providers, advanced technology solutions, and a robust back-office support. FIG empowers our team of dedicated professionals, including advanced planning, legal support and education to better serve our clients with greater efficiency and effectiveness. Meet our extended team:

Andrew Ball

Risk Management

Paul Bruemmer

Life Insurance

Logan James

Annuities

Erin Lee

Sales Associate

Nick Gullett

Care Planning

Mackenzie Mullett

Marketing Coordinator

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Cathy Asch

Client Services Director

Meet Cathy Asch, your dedicated Director of Client Services at Aurion Wealth Advisors & 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 Advisors.

Sandy Lake

Lead Paraplanner & Client Associate

Sandy Lake is the Lead Paraplanner & Client Associate at Aurion Wealth Advisors, 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 Advisors.

Laura Lyons

Client Services Associate

Laura Lyons is a Client Services Associate at Aurion Wealth Advisors, 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.