Wealth Management Strategy

Brian gathers information on his client’s current situation, concerns, risk tolerance, and their goals. The core of my wealth management philosophy is to leverage specialists from my professional network as well as various Wells Fargo Advisors Financial Network resources. I draw on these resources and oversee the team, so they act as one cohesive unit when addressing each client's complex wealth management needs, including tax efficient investment and legacy strategies, retirement strategies, insurance and gifting strategies.

Managing Director CFP^®

Brian has more than 40 years of experience, I use a holistic approach by creating integrated strategies designed to balance risk to help clients achieve their investment goals.

I built my experience as a Financial Advisor and Branch Manager at a series of Wells Fargo Advisors predecessor firms, including Quinn & Co., Wachovia Securities and A.G. Edwards. My educational background includes attending the New Mexico Military Institute and then graduating from the University of Idaho with a bachelor’s degree in animal science.

Recognizing the importance of providing my clients with comprehensive, customized investment planning solutions, I earned the CERTIFIED FINANCIAL PLANNER^® professional certification in 2007 from the College for Financial Planning. To earn my CERTIFIED FINANCIAL PLANNER^® certification, I completed hundreds of hours of in-depth educational programs, passed rigorous examinations and met stringent requirements for experience.

Family & Community

I am active in the community and participate in many civic and community organizations, including President of Assurance Home Foundation, former Chairman for Lone Tree Inc. and board member of Harvest Ministries.

I have lived in Roswell for over 40 years and our family includes four children and eleven grandchildren. My extended family has lived in Roswell since the early 1900s. In my free time, I enjoy golf, traveling, and watching my grandchildren grow up. I lost my wife of 43 years in 2022, so I have poured my heart into the Lord and my family.


CA Insurance License: 0G07993 - State of Residence: NM

Chris begins by gaining a deep understanding of each client’s unique situation. This includes assessing their current financial status, identifying key concerns, determining risk tolerance, and clarifying financial priorities. Armed with this knowledge, Chris and his team develops a customized investment strategy tailored to meet the client’s goals.

Raised in Roswell, where his family has lived since the early 1900s, Christopher graduated from Gateway Christian High School and played golf for Odessa Junior College before earning a degree in business marketing from New Mexico State University. After pursuing a career as a professional golfer, he transitioned to wealth management and planning in 2010. In 2011, he co-founded Stokes Wealth Management Group with his father, Brian Stokes.

Chris enjoys spending quality moments with his wife, Madison, and their four children, Cora, Callen, Samual, and Sawyer. The family is passionate about activities like golf, basketball, football, soccer, baseball going camping with friends and being involved with their church. As diehard Dallas Cowboys and Arizona Diamondbacks fans, they love cheering for their teams together.

Beyond family activities, Chris dedicates time as a volunteer coach for youth sports that his children are involved in as well as various civic and social clubs within the community.


State of Residence: NM

I have worked in the financial services industry for 12+years. I started my financial journey my junior year of high school with First American Bank as a teller, this is where I learned and developed customer service skills. It was then after college, I started working for Wells Fargo Bank for 6+yrs. as a teller, lead teller, and then banker. In 2022 I started working for Stokes Wealth Management where I plan to continue my education more on the investment side of this industry. Happy to be a part of a great team!

I spend all of my free time with my husband Steven, our four children and our three dogs! We enjoy traveling, watching movies and most of all spending time with our family as much as we can. Steven and I also run a business that keeps us very busy and active in the community.

As an Administrative Assistant, I am happy to help our clients by answering phone calls or greeting you when walking into Stokes Wealth Management Group. With my Organizational skills, I help to keep our clients information secure and organized to provide more effective and positive experience. I’m honored to have joined the Stokes Wealth Management Group Team in 2022.

I have lived in Roswell New Mexico my entire life. After graduating Roswell High School I went off to graduate from Eastern New Mexico University-Roswell with my associates in Business Administration.

Having perused music programs since a young child, I am passionate about Music as I have supported the Roswell Symphony and volunteered time into Roswell Community Band. Summer is my second favorite time of the year as I get to be more active outside and take long walks with my pride and joy Chicken Nugget, my white tabby cat.