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American Wealth team

Meet Our Team

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Casey James, Founder

caseyjames@american-wealth.com

Phone: 1-888-448-2556

Casey James is a passionate entrepreneur that has been empowering businesses for over 30 years.  Finding his first success in Amway as a 30 million dollar earner.  Casey founded American Wealth Strategists out of frustration in early 2000 and has founded and partnered with over 50+ companies in the past 30 years, where, American Wealth Strategists have become the cornerstone of every engagement.  

Casey's resume of experience is significant having built, partnered or consulted with many business owner to empower their businesses and growth.

Today, Casey focuses on supporting and partnering with other business owners using the strategies and tactics of American Wealth Strategists to support business owners to live their life better....

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Mike Miller, Chief Operations Officer

Phone: 1-888-448-2556

Mike Miller blends operational expertise with 40 years of an entrepreneurial spirit to bring exceptional value to American Wealth Strategists. 

With an extensive history of private equity and venture capital funding, his insights are invaluable to business owners.  Having had 15 years of service with the FBI in the area of investment fraud, Mike's sixth sense of right and wrong is fine-tuned for our client's risks and liabilities.  Mike’s operational goal with American Wealth Strategists is to create a client experience that is second to none.   

In addition to the operational control of AWS, Mike brings strategic partnerships that create a holistic experience of the Family Office.

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Dave Ashworth,

Senior Account Executive

Canadian Chartered Accountant

dashworth@american-wealth.com

Phone: 1-888-448-2556

Dave Ashworth is a world-class Canadian Chartered Professional Accountant with six Canadian designations.  Currently, he is a CPA, CMA, CLU, RRC, CFP, and PPP.  With over 30+ Years of experience in the Accounting, Finance, and Insurance industry, Dave brings a wealth of knowledge and expertise to the American Wealth team.  Versed in both Canadian and American Taxation, Dave is the ideal representative to support Candian business owners looking to optimize their wealth and expand their capabilities outside of the Canadian business environment utilizing the American Wealth Strategists Family Office structure. 

Dave is beyond qualified to support the most sophisticated clients utilize the power of American Wealth Strategies.  All of our Canadian clients are directed through Dave Ashworth to ensure that they are receiving the ideal advice from an authorized Canadian authority.

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Pete Thomas,

Senior Account Executive

petethomas@american-wealth.com

Phone: 1-203-500-2998

Pete Thomas is a former First Vice President and Senior Relationship Manager for a Northeastern Community Bank. After 40 years of advising and lending to hundreds of companies with sales ranging from under one hundred thousand to half a billion dollars.

Originally from New York City, Pete got his bachelor’s in finance and marketing from Syracuse University (cum laude) and his Masters of Management in Marketing, International Business and Organizational Behavior from the Kellogg School of Management at Northwestern University.

After going through the management training program at what is now JP Morgan- Chase Bank, he moved to Connecticut and worked with three large regional banks and two smaller community banks. Over the years he has honed the ability to advise a wide array of businesses based on long-term relationships and not simply transactions.

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Derek Patterson,

Senior Account Executive

derekpatterson@american-wealth.com

Phone: 1-760-504-4939

Derek Patterson is a steadfast entrepreneur with over a lifetime of achievements and experience.  Beginning with his 7 Year Professional Baseball Career as a start point, Derek was a 5-time Team Captain and 2-time All-Star from 2000-2006.

Derek’s high drive in sports carried through into the business arena as he built and developed four Multi-Million-dollar businesses in 4 different verticals. Derek began in the Direct Sales Industry leading a team of over 2500 sales representatives and reaching nationally recognize sales achievements.  After leaving the Direct Selling space, he went on to build a Mortgage/Lending company as well as a Real-Estate Flipping enterprise to the tune of 10’s of millions of dollars.

In his most recent endeavors, Derek entered into the Home Improvement industry breaking records in Solar Sales and the Artificial Turf industry while at the same time becoming the go-to home improvement support company for over 200 Home Depots throughout southern California.

As a Senior Manager for American Wealth Strategists, Derek’s fervor for success shines forth as he over-delivers in customer support with his personal touch in client care.

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Sien Tigley,

Senior Account Executive

International Clientele Support

sientigley@American-Wealth.com

Phone: 1-416-879-7436

Sien Tigley is from Toronto Canada and although he was not born an entrepreneur, significant events led him into becoming a full-fledge serial entrepreneur.

Born in the Philippines, his family emigrated to Canada in pursuit of a better life.   Passionate about music, Sien was thrust into voice and piano lessons which led him to spend ten years at the renowned St. Michaels’ Choir school as a lyric tenor. 

After university, and while pursuing his career in music he took a job in door to door sales that discovered a passion and aptitude for sales and marketing.  As a natural salesperson, his skills lead him to multiple careers in telecommunications, product distribution, magazine advertising, and eventually to sales and marketing for the world’s largest recognized brand of Coca-Cola.

Transitioning into insurance sales and then into Network Marketing, Sien achieved significant success in every company and position he found himself in.

Recently, Sien enthusiastically entered the cryptocurrency space in 2017 and has been traveling the world to vet blockchain companies, while leading tens of thousands of crypto enthusiasts through his training and webinars.  

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John Wilson, IRS Enrolled Agent US & Tax Specialist

Phone: 1-888-448-2556

John Wilson is a personable IRS enrolled agent and enjoys his interactions with clients.  Formerly involved with a large telecom as a Business Account Executive, managing B2B sales for Small to Medium size companies.  John identified a need in the market place to support Small to Medium size businesses in the Accounting and Management space.  John became a certified tax preparer and then went on to complete his IRS Enrolled Agent Certification in 2015.  John expanded his expertise in filing Trust returns for his High Networth clients and is considered an expert on tax regarding trusts.  John is the senior manager of AWS client files and manages our accounting team.  John is focused on client care and receives a 5-star rating from all of his clients, due to his patience and concern with each client.

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Nate Richards, Texas Counsel

Estate Planning & Trusts

Phone: 1-888-448-2556

Nate is the managing attorney of J.N. Richards Law, P.C. which focuses on business law, wills, trusts and estates planning. Nate is licensed to practice in the State of Texas as well as before the United States Northern, Eastern, and Southern Districts of Texas District Courts. Since practicing, he has been involved in complex litigation surrounding business entities and understands how important it is for individuals to protect themselves through business structuring and estate planning.

Formerly an All-Conference Offensive Center for Rice University, Nate understands defending and protecting his clients. Nate is always laser-focused on ways to help set clients up for long term success through diligent planning because he is a sincere believer in the “failing to plan is planning to fail” maxim.

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Marco Durante,

Senior Account Executive

International Clientele Support

mdurante@american-wealth.com

Phone: 1-647-614-5195

Marco Durante is a Serial Entrepreneur with a passion for International Travel and Business. 

Fluent in English, Italian, Portuguese, and functional in Spanish and French, Marco has traveled to over 40 countries on 5 continents and has lived and worked in 7 of them. 

His first career found him trading for Gottex Brokers in Lausanne Switzerland which later lead to him traveling the world as he followed his career. 

Working in the finance industry lead him to Milan Italy, Bangkok Thailand, Sao Paulo Brazil, and Toronto Canada.

His passion moved from the finance industry to the educational industry as he founded International schools and learning centers throughout the world, while at the same time growing multiple business ventures as an entrepreneur.  Today, Marco transfers his passion for learning and finance into the digital currency industry as an early adopter in blockchain technology and as a cryptocurrency enthusiast and trader.  

Marco is the supporting Senior Account Executive for our international clientele.

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Jim Leung,

Account Executive

International Clientele Support

jimleung@american-wealth.com

Phone: 1-604-866-8187

Jim Leung from Vancouver British Columbia, Canada and has been a serial entrepreneur for over 25 years and has functioned in the business world in multiple capacities.  His specialties include Business Development, Direct Sales, Blockchain Technology, and Personal Development Training and is fluent in English and Cantonese.

Previously, Jim was the Director of Operations with XS energy drink in Canada.  One of the most successful energy drinks sold exclusively online, with distribution to over 50 countries and territories worldwide.  In this role, he oversaw promotional product management, customer success and had been invited as a guest speaker to some of the largest conventions across North America.

Jim is currently the Managing Partner of VanVestor Investment Group, Inc.  A privately held company that offers projects in Real Estate Development and the latest in Blockchain Technology.  After a successful career in marketing and distribution, he now enjoys supporting other entrepreneurs with capital investments and partnership opportunities. His passion is adding value to others and providing innovative thinking to enhance business models.

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Alphonso Jones,

Account Executive

US Clientele Support

Alphonso@American-Wealth.com

Phone: 1-540-748-8439

Alphonso Jones is a former US Marine that now shares his personal excellence as a Professional Coach in both sports and business.  From his early years, Alphonso has been built to win, starting with his role on his State Championship High School team, where he was a starter on the first team in the division's history to win the Maryland 3A State Championship. Alphonso then went on to Hargrave Military Academy for their Post Graduate Football Program, where he was made the Company Commander due to his leadership skills and abilities.  After a year at Hargrave Alphonso attended The Citadel, where he walked on to the football team while focusing on Engineering studies and worked hard to earn a full scholarship.

Alphonso decided to go the route of enlisted and joined the United States Marine Corps, where he deployed twice and got out of the Marine Corps after 5 years from Quantico Va.  After the Marine Corps, he went to work at the Department of Veterans Affairs as a Desktop Support Technician, then later to the Pentagon, where he would eventually work to be a Desktop Support Manager.

With a passion for helping others, Alphonso continues to coach athletes and business professionals as they pursue their dreams with his assistance.  American Wealth Strategists is a natural evolution to this pursuit of personal excellence and financial empowerment.

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