Our Team

Julie Newcomb

Julie oversees the finances for a group of families and business owners in the Orange County area. A graduate of Purdue University, she began her career as a Certified Financial Planner™ focused on non-profit organizations, where her passion for helping people began to define her career. But that’s not where her passion began. Julie’s inspiration comes from her grandmother, who she describes as a woman ahead of her time. Working until she was 88, she was an independent woman who held the title to her farm and left a strong financial legacy to her family.

In addition to her CFP® designation, Julie is also a Certified Divorce Financial Analyst® (CDFA™), which allows her to help her clients navigate the divorce process and avoid many common financial mistakes. She feels privileged to work with clients whom she respects and who trust her with a very important area of their lives; creating financial security for themselves and their families. Julie strives to help her clients make smart financial decisions that will impact their families for generations to come.

Rex Athan

Rex is a Chartered Life Underwriter with over thirty years in the financial industry. After receiving his undergraduate degree from Butler University and a master’s degree from Ball State University, he gained his expertise in insurance as the president of a successful financial services company in California. Rex is best known for his personal approach to developing financial plans for clients; carefully considering all aspects of their lives and families when making recommendations.

As a dedicated husband, father and grandfather, Rex is known for his ability to offer families a broader perspective when planning their financial decisions—encouraging them to take into account the long-term implications for their families. Rex’s technical and analytical strengths are a natural complement to Julie’s ability to customize each financial plan to suit her clients’ needs. Their well-rounded approach makes Brio Wealth an excellent choice to help you navigate through your financial decisions.

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.

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 FINRA Registrations and Life and Long Term Care Insurance licenses.