Founders

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...