Broker Check

6100 Uptown Boulevard NE
Albuquerque, NM 87110





We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


Renée specializes in holistic wealth management and financial planning solutions customized for clients of all ages experiencing life-changing transition. She recognizes that whatever happens in her clients’ lives, there...

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Peggy is a financial consultant focused on the many facets that affect clients’ financial confidence. By staying current and sifting through the financial information abyss, Peggy helps her clients stay on track,...

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Chris Contreras

Operations Director

Chris joined the team as an operations manager in November 2019. He has 3.5 years experience in the financial services industry, with the majority of his experience coming from a role in brokerage services for health savings accounts...

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Michelle Belmont

Director of Client Services

Michelle has been with the team as office assistant since April 2019. Michelle is currently studying for her securities registration. When not doing this, she can be found working

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