About
I want to help you succeed financially through a better understanding of topics from investing and retirement, to estate planning strategies and wealth preservation. I strive to provide excellent customer service and empower you to be a confident investor.
Learn About Me
Rhonda Ledford
Senior Financial AdvisorManaging Director - Investments
My Practice
My passion is helping my clients navigate the complicated world of investing and planning. I take great pride in making sure my clients receive excellent service and well thought out advice in the areas of investment management, trust and estate, and retirement planning. My work tends to be analytical, strategic, and creative when it comes to building a comprehensive investment. I like to to-think outside the box. I love looking at the big picture and then developing financial goals to help my clients achieve their dreams and live the life they have always wanted. I have had the opportunity to work and with incredible people and have made a lot of good friends.
In February 2024 I was honored to be recognized by Forbes to the list of Top Women Wealth Advisors Best-In-State. 2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period form 09/30/2022 – 09/30/2023 (Source:Forbes.com). The Forbes Top Women Wealth Advisor Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
My Career
I began my career over 35 years ago working as a staff CPA for Chandler and Company in Farmington NM. In 1992, I transitioned to the financial service industry working for Wells Fargo Bank for 23 years primarily in the trust area where I learned sophisticated estate planning techniques. In 2015, I moved to Wells Fargo Advisors to continue helping my clients achieve their financial goals. I have a bachelor’s degree in accounting from Fort Lewis College and earned the CERTIFIED FINANCIAL PLANNER® designation from the Certified Financial Planner Board of Standards, Inc.
About Me
As a native of the Four Corners, being part of the community is important. I am an active volunteer with the 4H, president of the San Juan Basin CPA Society, a Rotarian, and board member of the Grief Center of Southwest. I also have a passion for suicide prevention and work closely with the La Plata County Suicide Collaborative to change the stigma of suicide. I am married with 2 children. My husband and I have raised quarter horses for over 50 years. I enjoy showing reined cow horses, reading, hiking and camping.
My passion is helping my clients navigate the complicated world of investing and planning. I take great pride in making sure my clients receive excellent service and well thought out advice in the areas of investment management, trust and estate, and retirement planning. My work tends to be analytical, strategic, and creative when it comes to building a comprehensive investment. I like to to-think outside the box. I love looking at the big picture and then developing financial goals to help my clients achieve their dreams and live the life they have always wanted. I have had the opportunity to work and with incredible people and have made a lot of good friends.
In February 2024 I was honored to be recognized by Forbes to the list of Top Women Wealth Advisors Best-In-State. 2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period form 09/30/2022 – 09/30/2023 (Source:Forbes.com). The Forbes Top Women Wealth Advisor Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
My Career
I began my career over 35 years ago working as a staff CPA for Chandler and Company in Farmington NM. In 1992, I transitioned to the financial service industry working for Wells Fargo Bank for 23 years primarily in the trust area where I learned sophisticated estate planning techniques. In 2015, I moved to Wells Fargo Advisors to continue helping my clients achieve their financial goals. I have a bachelor’s degree in accounting from Fort Lewis College and earned the CERTIFIED FINANCIAL PLANNER® designation from the Certified Financial Planner Board of Standards, Inc.
About Me
As a native of the Four Corners, being part of the community is important. I am an active volunteer with the 4H, president of the San Juan Basin CPA Society, a Rotarian, and board member of the Grief Center of Southwest. I also have a passion for suicide prevention and work closely with the La Plata County Suicide Collaborative to change the stigma of suicide. I am married with 2 children. My husband and I have raised quarter horses for over 50 years. I enjoy showing reined cow horses, reading, hiking and camping.
Rae Jean Zoltowski
Client AssociateWhy Invest With Us
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Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.