Our Team

Austin Moherman, RICP®

Austin has nearly two decades of experience in the financial services industry. Before joining Briowealth, Austin was a Regional Vice President at Transamerica Life and MetLife Investors where he worked with and coached financial advisors on retirement issues and retirement income planning.

Austin raised over 1.3 billion at those firms in strategies that enabled clients to achieve their retirement goals. Austin has his Retirement Income Certified Professional designation, a designation for financial professionals that specialize in retirement income planning and helping retirees and pre-retirees use the assets they have accumulated for retirement sustainability. Austin served as a company spokesperson presenting countless times on retirement issues, Social Security planning, and income distribution.

Austin is a native of Orange County where he lives with his wife Cathy and their two dogs Murphy and Romeo. They enjoy traveling, concerts and live music of any kind, playing and watching sports, Go Angels, Lakers, and THE Ohio State Buckeyes! Austin and Cathy also love movies and have a long standing tradition of watching all nominated films during awards season. They are involved in various charitable organizations that benefit cancer research and helping both children and adults with developmental disabilities, two causes that are very personal to their family. Austin has his Series 7, 6, 63 & 66 FINRA Registrations and Life and Long Term Care Insurance licenses.

Julie Newcomb

Julie has been helping clients and their families plan for retirement for over 30 years. She and her father, Rex Athan, founded BrioWealth as an independent financial planning firm focusing on the needs of hospital employees. Over time, she has been privileged to continue working with employees of hospitals and their families while also working with people from a variety of employment backgrounds.

Julie is passionate about helping people reach their financial goals and is dedicated to serving them with empathy, integrity, and professionalism. She feels privileged to work with clients who trust her with this very important area of their lives.

In her role as Director of Business Development, Julie focuses on projects with our larger hospital and employer plans. She also works to develop multigenerational planning relationships with clients and their families, and she will be overseeing our new BrioWealth gives back program.

Julie and her husband Rich enjoy many interests including traveling, music, kayaking, learning Spanish, and volunteering with programs involved in children’s literacy and education. They also love spending time with family and friends.

Amber Whitaker

Amber provides administrative support for BrioWealth.  Amber was born and raised in Orange County and has been providing office administrative services for over 15 years.  She attended Rosary High School in Fullerton and studied Political Science for her BA at San Diego State University and California State University, Fullerton.  She is highly-organized, friendly, and technologically inclined.  Being a devoted wife, a loving mother, and providing excellent customer service and experience are paramount to her.