Our Team
American Wealth Advisers has one goal in mind: helping clients reach financial independence in retirement and improve lifestyle goals. We are centrally located in Goodyear, Arizona just blocks away from PebbleCreek Retirement, yet serve clients in all 50 States. Our team of Certified Financial Fiduciaries, CF2®, Certified Accountants, CPA, and Certified Financial Planners CFP® are here for you. We help families take advantage of the money-making and money-saving strategies that can be derived from tax-efficient investment strategies.
After 28 years of providing financial, investment, and insurance advice and services, we’ve refined our holistic approach for today’s retirees and pre-retirees because we know just how costly financial mistakes can be for someone’s life throughout retirement.
During our conversations, we take the time to ask the right questions and thoroughly evaluate all of your financial options based on your personal preferences. Our holistic approach provides you with a custom solution that we monitor and adjust to help you reach your goals. We invite you to have a conversation with us and look forward to the opportunity to work together.
Financial Services Team
Kyle Addington, CF2®
President and Director of Financial Planning
Kyle Addington is Certified Financial Fiduciary® and the Founder and President of American Wealth Advisers. He has more than 26 years of experience as a fee-based fiduciary advisor, licensed in 37 states and specializes in holistic financial planning and wealth management for individuals in or nearing retirement. Addington is an expert in financial planning, wealth accumulation and retirement income stream planning. He further specializes in designing, implementing, and administering estate plans for clients to minimize tax. When he’s not working, he loves to play competitive golf, watch golf, and play more leisure golf!
Melissa Addington
VP of Client Experience
Melissa Addington is the Co-Founder and Vice President of Client Experience for American Wealth Advisers. Dedicated to the success of Public Outreach, Marketing, PR, Community Events and Business Development strategies, she has amassed more than 30 years of diverse marketing experience. Today she assists clients to ensure estate plans, asset protection and beneficiary information are up to date. Whether she’s planning a golf course fundraiser, reviewing a Trust, designing a webpage or engaging in non-profit work, Addington prides herself on providing a fresh approach in her creative solutions to all. Outside of the office, her hobbies and interests include watercolour painting, golfing, and spoiling her four (4) cats, “MEOW”.
Justin Kauffman, CFP®
Vice-President of Financial Planning
Justin Kauffman is a Certified Financial Planner™ at American Wealth Advisers, specializing in fintech-driven strategies and modern financial planning solutions for clients of every background, from millennials up to retirees. Whether a client needs help with debt reduction, risk management, or wealth development, he is prepared to provide the actionable strategies needed to move closer to their desired lifestyle. As an Alaskan native, Kauffman loves the outdoors and enjoys hunting and fishing.
Keith Schlottman, EA
Investment Advisor Representative
Keith Schlottman has over 22 years of experience in the financial services industry and is also an Enrolled Agent with over 33 years of tax preparation and accounting experience. He specializes in balancing wealth accumulation strategies with income tax planning for individuals and small businesses. Keith is a University of Arizona alumni who prioritizes life-long learning. He spends his free time running, hiking, operating amateur radio, and stargazing.
Erik Van Duyn
Account Processor
Erik Van Duyn is the lead Account Processor for American Wealth Advisers, where he specializes in the management of a complex array of tasks, documents, and elements related to individual client accounts. He has worked in the financial industry for 22 years, with previous experience processing for other companies, as well as dealing in trading CDs, and bonds. Family, of course, seems to be his biggest investment; Erik devotes most hours outside of work to his wife and two daughters. When time allows, he and his family love to travel and take vacations together to make rich new memories.
Justin Tanquist
Junior Financial Planner
Justin Tanquist is a Junior Financial Planner at American Wealth Advisers, dedicated to building trust and lasting relationships with clients. A graduate of Ottawa University Arizona, where he attended on a golf scholarship, Justin brings a competitive spirit and strong work ethic to his role. He is licensed with the SIE and Series 7 and has passed the Series 66, and he is actively working toward becoming a Certified Financial Planner™ (CFP®).
Specializing in financial and retirement planning, Justin is passionate about helping clients make smart financial decisions that positively impact their futures. In his free time, he enjoys golfing, hiking, boating, and relaxing by the pool. Justin also values quality experiences, combining his love for the outdoors with his enjoyment of indulging in great dishes and trying new foods.
Elena French
Enrolled Agent
Elena French is an Enrolled Agent for the IRS with expertise in individual tax preparation, as well as estate and trust taxation. With a strong focus on providing personalized and accurate tax solutions, Elena is dedicated to helping clients navigate complex tax matters with confidence and ease.
Outside of her professional responsibilities, Elena enjoys walking with her two dogs, cycling, and spending time in her garden, where she finds relaxation and inspiration in nature. She recently moved to Arizona and is excited to join the team at American Wealth Advisers.
Jake Peters, CPA
Tax and Accounting Manager
Jake Peters is a licensed CPA with nine years of accounting experience, including six years focused on tax planning and preparation. As the Tax and Accounting Manager, Jake specializes in developing and managing effective tax strategies for individuals and businesses. He also provides expert support in financial analysis, KPI benchmarking, and accounting solutions to help clients achieve their financial goals.
Outside of work, Jake enjoys spending time with his wife, young son, and their two dogs. He frequently cooks chicken and rice and loves playing retro video games, blending his interest in gaming with a touch of nostalgia.
Dave Wheeler
Financial Advisor
Dave Wheeler is a Financial Advisor at American Wealth Advisers with over 30 years of entrepreneurial and business ownership experience in Arizona. Having founded and operated companies across a broad range of industries, Dave brings extensive financial management and accounting expertise to his role. Known for his client-focused approach, he provides practical, real-world solutions to financial planning and wealth management.
Dave's dedication to helping clients achieve their financial goals is complemented by his passion for outdoor activities. In his free time, he enjoys mountain biking, hiking, camping, and kayaking, embracing the adventurous spirit that defines his personal and professional life.
Tammy Anderson
Client Service Liaison
Tammy Anderson is the Client Service Liaison at American Wealth Advisers, where she also acts as a Notary Public. Anderson has nearly two decades of experience in the financial industry, including retail banking management and processing/distribution for Charles Schwab. In addition to an impressive career as a Property Developer and Manager for Hilton Hotels, she also served as a member of the Planning & Zoning Commission of Casa Grande at a time when she was their only female employee. Outside of work, she is a proud mother of three with her husband of 37 years. The two of them are avid college basketball fans, and whether it’s March Madness or not, they’re always rooting for their favorite team, Gonzaga University.
Trevor Stevens
Data Systems Specialist
Trevor Stevens is the Data Systems Specialist at American Wealth Advisers, with nearly 20 years of experience in computer science. A former US Marine Corps professional with five years of experience handling classified information, Trevor ensures that client data is accurate, secure, and seamlessly integrated across all systems.
Known for his technical expertise, Trevor excels in troubleshooting complex systems and maintaining a high standard of information accuracy. When he’s not at work, Trevor enjoys programming games, building expansive worlds in Minecraft, and keeping up with his mischievous cat’s shenanigans.
Kris Bailey
Trust Specialist
Kris Bailey is a Trust Specialist who brings over 25 years of experience from the legal industry, where she developed expertise in preparing complex legal documents across various areas. Known for her strong organizational skills, attention to detail, and ability to perform under pressure, Kris values clear client communication and confidentiality in her work.
Kris has been married to her husband for over 30 years and shares her home with their three dogs: Tina, Sophie, and Chevy. In her free time, she enjoys reading, riding on her husband’s motorcycle, and hiking with her dog Chevy.
Bazil Furry
Junior Financial Planner
Bazil Furry is a Junior Financial Planner at American Wealth Advisers, licensed with his SIE and training to become a Financial Advisor through the firm’s Financial Planning – Management Training Program. He is committed to helping clients reach their financial goals with personalized plans and a comprehensive approach to planning.
A 2024 graduate of the University of Dayton, Bazil is gaining experience in financial planning, asset protection, and investment services. He values teamwork and collaboration, striving to deliver excellent results for his clients and the firm.
Outside of work, Bazil is an avid golfer and passionate sports fan, proudly supporting the Dayton Flyers and Notre Dame Fighting Irish. His dedication to focus, discipline, and building strong relationships reflects his approach to both his personal and professional life.
