Broker Check

(505) 369-1224

Be At Peace With Your Finances 

What's Your...


P

Protection

I help my clients insure their most valuable asset; their ability to earn an income. We help insure against what can go wrong so we have the luxury of investing for what can go right. We work with people on their life, disability and long term care insurance.

A

Asset Management

Through tax-efficient strategies, I can help my clients plan for their financial future, including preparing retirement plans for individuals and small businesses and education planning strategies such as 529 plans.

I

Inflation Adjusted Retirement Income

This means that I work with my clients closely along their retirement journey to create plans that will grow with them over the years. We use our professional knowledge to help create generational wealth that will sustain throughout decades.

L

Legacy

We believe in helping clients leave a legacy for their loved ones by participating in long-term investments that will continue to prosper over the years. We work with our clients to create a financial plan that is right for them and their family.

Our Firm Specializes In...

Comprehensive Financial Planning

Learn more

Business Retirement Plans

Learn more

Insurance Planning

Learn more

Do you know how much risk is in your portfolio?
Click here to find out

WHO WE ARE

We are an independent financial services firm in Albuquerque, New Mexico focused on helping you make the best decisions possible.

Learn more

WHAT WE DO

Our services are centered on what we call PAIL: Protection, Asset Management, Inflation Adjusted Retirement Income, and Legacy.


Learn more

WHO WE SERVE

We specialize in serving owners of private professional practices and people who have come into money from a job change, retirement or inheritance..

Learn more

How Much do You Know About Investment?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."