Founders

Advisors

Vice President, Advisor

Kristin has over 20 years of experience in the Financial Services industry. She began her career in the mortgage...

Advisor

I started my career in financial services in 1999. I had a brief stint at Putnam Investments then spent the following 17...

Client Services Team

Chief Morale Officers

Pippa 

Hey there, pals! I'm a former show dog from the chilly lands of Minnesota, but I traded the spotlight for a...

Client Services Manager, Compliance Officer

I began my career in the financial services industry in 2001. I find it to be so rewarding to help our clients....

Operations Manager

I have been lucky enough to live in several states in my childhood due to being an “Air Force Brat”.  My father...

Client Services Manager

I am proud to claim Las Cruces as my hometown where I never grow tired of the warm weather, beautiful Organ Mountains...

Investment Assistant

I am a New Mexico native who loves the sunny days that Las Cruces offers year-round. I have two sweet girls and my world...