Our Team

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Our team is built on an unyielding pursuit of excellence. With a foundation of intellectual expertise, our team of knowledgeable professionals have worked to obtain the most respected academic designations in the field, allowing us to partner with, guide and advocate for our clients’ best interests.

 

Brad Justice , CFP®, MSFS, RICP®, ChFC®, CLU®

Wealth Management Advisor

Office 505-872-7848


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David W Bernard , CFP®, CLU®, ChFC®, LUTCF®

Wealth Management Advisor

Office 505-872-7848


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Brian Broaddus , CFP®, MSFS, CLU®, ChFC®, RICP®

Associate Wealth Management Advisor

Office 505-872-7829


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Ashley Temer

Associate Wealth Management Advisor

Office 505-872-7841


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Joe Much

Associate Wealth Management Advisor

Office 505-872-7831


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Judy Lopas , RICP®

Associate Wealth Management Advisor

Office 505-872-7848


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Kat Palma

Director of Client Relations and Marketing

Office 505-318-1482


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Meagan H Henrie

Administrative Assistant

Office 505-318-1478


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