Founders
Founder and Investment Advisor Representative
Founder and Investment Advisor Representative
Advisors
Vice President, Advisor
My career in the financial services industry began in 2001 as a mortgage loan officer. I moved on to the investment...
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
Office Sunshine!
I started out as a show dog in Minnesota but gave that life up to come live with Ron and Susan. Boy, was it the best...
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 Las Cruces native who loves the sunny days that the desert offers year-round. I have two sweet daughters who keep...
