Meet the Team
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. Over the past 60 years, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. Today, our commitment to our community is stronger than ever.
Over the years, we have found a team approach is effective to help members with a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our members to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every member gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Education Finance and Economics, University of New Mexico Series 7, 66, registered with Securities America New Mexico Life and Health Insurance Licensed Career Highlights Financial Services industry, 1999 – Present Senior Vice...
Education Business Administration and Finance, University of New Mexico Series 6, 63, 65 registered with Securities America New Mexico Life and Health Insurance Licensed Career Highlights Financial Services industry, 2011 –...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.