Are we the right team for you?
Our team provides comprehensive, multi-generational integrated strategies to help guide your wealth for successful individuals, families and business owners located in our wonderful New Mexico community and across the United States.
Following our Christian values, our approach to creating integrated investment strategies is based on working collaboratively with you to provide trusted advice and guidance to help you achieve your goals.
A personalized approach to your complex needs
To help you gain clarity and confidence in customized investment planning, we employ a disciplined process that involves listening and learning about what you really want to achieve with your wealth. Using a coordinated approach, we rely on our team's deep experience in customized investment planning and may draw on the specialized wealth management resources available through Wells Fargo Advisors. We also may tap our network of other professionals to create customized strategies to meet your goals.
Working with a CERTIFIED FINANCIAL PLANNERTM professional
Brian is an advisor and CERTIFIED FINANCIAL PLANNERTM professional. He has earned the CERTIFIED FINANCIAL PLANNERTM, certification demonstrating his skill in analyzing and developing personal long-term financial strategies. As a CERTIFIED FINANCIAL PLANNERTM professional he completed hundreds of hours of rigorous courses and examinations, followed by a 10-hour comprehensive examination administered according to the Certified Financial Planner Board of Standards. The qualification process, comprehensive array of advice and skill-based approach distinguish Brian from other professional advisors, who typically focus on only one area of a client's financial life.
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