Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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David Kerber

David Kerber, CFP^®, CRPC^®, MPAS^®, ABFP℠

Sr. Wealth Advisor, Sr. Director

Scottsdale, Albuquerque, Tucson

CJ Smith

CJ Smith, CFP®, CDFA®

Wealth Advisor

Scottsdale, Albuquerque, Tucson

David Rich

David Rich, CFP®

Wealth Advisor

Albuquerque, Scottsdale, Tucson

James Taylor, CFP®, CEPA

Sr. Wealth Advisor

Albuquerque, Scottsdale, Tucson

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Market Commentary

Considerations for a Long-Short Strategy to Manage Capital Gains

May 22, 2025

Retirement

11 Factors to Consider in an Early Retirement Package

May 22, 2025

Estate Planning

Navigating Real Estate Transfers to Trusts: What You Need to Know

May 21, 2025

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