Next Generation of Wealth Advisors

Focus

As Chartered Financial Analyst^® (CFA^®) charter holder, I lead our Private Investment Management^® (PIM^®) program, drawing on over a decade of experience in economic analysis, portfolio construction, security selection, trading and investment performance evaluation. I am passionate about making complex wealth planning concepts accessible and actionable for our clients. Whether it is designing tax-efficiency strategies, generating income, handling estate planning, advising employer retirement plans or managing institutional assets, I am committed to helping clients achieve their unique financial goals. This commitment is guided by high ethical and professional standards, so clients can feel confident in how their wealth is being managed. 

Background and Experience

My educational background includes earning a CFA charter from the CFA Institute in 2018, a Master of Science from the University of Vermont in 2008 and a Bachelor of Science from Humbolt State University in 2005. I hold the FINRA Series 7 and Series 66 securities registrations, as well as insurance licenses.

Before beginning my wealth management career, I worked for Ceres, Inc., in Boston, MA as a Senior Program Manager where I assisted institutional investors and corporations with environmental risk management. Prior to that, I worked for National Wildlife Federation as a Senior Policy Advisor in Washington, DC on issues related to wildlife and energy projects.

I became a financial advisor and earned the CFA^® charter because of my fascination with the capital markets and my desire to help people achieve their financial goals.

Away from the Office

I enjoy spending time outdoors with my wife Shelby and two daughters, Helena and Esme. I currently serve as the Chair of the Board of Directors of El Rancho de Las Golondrinas, Santa Fe’s premier living history museum, and am active in CFA Society New Mexico. I try to stay active and have finished several IRONMAN and IRONMAN 70.3 triathlons.

Focus

As a CFP^® holder, my primary role is to develop, implement and review successful wealth plans for our clients. I specialize in our eMoney process, portfolio construction and estate planning strategies. I also manage our client experience, aligning our services with our clients’ unique preferences as well as aligning our community involvement with our shared values.

Background and Experience

I started my career selling investment quality art in Aspen, Colorado. There are many parallels between what I was doing in the art world and being a financial advisor, including valuing honesty and integrity as well as creating meaningful relationships with clients and helping them make prudent financial decisions. What I found missing in the art world was the ability to make meaningful impacts on people’s lives. This led me to ultimately transition into financial services where I love being able to have that meaningful impact on our clients’ lives.

My educational background includes earning a Bachelor of Arts in art history with a minor in philosophy from the University of Colorado at Boulder and a Master of Arts degree in contemporary art theory and business from Sotheby’s Institute of Art.

Away from the Office

Before beginning my professional career, I was a semi-professional road cyclist living and racing in Belgium. I continue to pursue my passion for athletics and competition by training and competing in ultra-marathon running. I am also involved in our community and serve on the Albuquerque Museum Foundation Board and coach my children’s cross country and track teams. My wife and I have two children and live in Albuquerque, NM.

Focus

I became a Financial Advisor to make a difference with each one of my clients as I help plan for their financial goals. I treat each client as an individual and take great interest in their personal values and priorities so I am able to build an investment plan to help them achieve their vision of the future.

Background and Experience

My educational background includes earning a Master of Business Administration (MBA) with a concentration in accounting in 2015 and a Bachelor of Business Administration with a concentration in Finance from the University of New Mexico in 2013.

I have also earned the CERTIFIED FINANCIAL PLANNER^®, or CFP^® professional certification which includes demonstrating skill in analyzing and developing personal long-term financial strategies, insurance planning and risk management, employee benefits planning and retirement and estate planning. To earn my CFP^® I completed hundreds of hours of rigorous course work and examinations, and I must adhere to the CFP^® Board’s Code of Ethics and Professional Responsibility.

Now as a Financial Advisor I take an educational approach to helping my clients with planning strategies to help them understand the mechanics of their plan so they can pursue their interests and passions with confidence.

Away from the Office

I am active in the community and volunteer my time as the Chair of the Board of Directors with the Roadrunner Food Bank of New Mexico and as Treasurer of The Gold Corner (childhood cancer awareness) non-profit. Every Saturday mornings I also volunteer at Animal Humane New Mexico walking homeless shelter dogs. Prior to my career in financial services I had a successful career as a professional mixed martial arts fighter. My passion for combat sports has evolved into refereeing for fight sports including mixed martial arts, boxing, muay thai kickboxing, and bare-knuckle boxing. I now referee and judge in NM, TX, CO and AZ. I spend much of my time with my two pugs and I enjoy being active and outdoors. I am an avid snowboarder, enjoy fitness and weightlifting and any outdoor activities.

Focus

With over 35 years of experience in the financial services industry, I have extensive expertise in account administration, securities trading, client communications and operations. My primary roles include account opening and maintenance, portfolio implementation, cash transactions and client scheduling.

Background and Experience

Prior to joining Wells Fargo Advisors, I spent time at several other financial services firms, including Lehman Brothers American Express, which became American Express, EF Hutton, Shearson American Express and Shearson. I then worked at Everen Securities, which was purchased by Wachovia Securities and later became Wells Fargo Advisors.

Away from the Office

My husband and I have 3 children. In my free time I enjoy baking, quilting and gardening. I’ve been told that the Frito pies I make for our client events are legendary.

Focus

My focus is on our clients. I look forward to building relationships with each of our clients, listen to their questions and work hard to help address any service requests they have. My role on the team is to keep client records up to date, open new accounts, manage money transfers as well as answer questions clients may have regarding their account.

Experience and Background

• I joined Wells Fargo in 2015 and I have 7 years of experience in the financial services industry.
• My prior experience was working in retail banking as a personal banker.
• My educational background includes earning my B.A. in Piano Performance from Mississippi State University.
• As a Client Associate, I bring an energetic and positive approach to my work and enjoy the team approach we take in supporting each other as we collaborate in delivering caring, personalized service to our clients.

Away from the Office

Recently moved back to Albuquerque, NM from Las Vegas, NV. In my free time I play piano and regularly attend performances by the New Mexico Philharmonic. I enjoy traveling. I have a tuxedo cat who will often accompany me on flights and long drives across states.