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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, CFP^®, CRPC^®, MPAS^®, ABFP℠

Managing Partner

Scottsdale, Albuquerque, Tucson, Boise, Boise – Downtown, Sun Valley, Eagle, Spokane

David Rich, CFP®

Sr. Wealth Advisor

Albuquerque, Scottsdale, Tucson

David Ricci, CFP®

Regional Vice President

Scottsdale, Albuquerque, Tucson, Indian Wells, San Diego – Scripps Ranch, Santa Barbara, Newport Beach, San Diego – Sorrento Valley

Bryan Cantrell

Regional Vice President

Albuquerque

Dawn Santeford

Relationship Manager

Scottsdale, Albuquerque

JoAnn Ferradino

Sr. Client Service Specialist

Albuquerque, Scottsdale

Nancy R. Hudak

Director, Partner Success

Albuquerque, Indian Wells, Newport Beach, Scottsdale

Scott Hancock

Sr. Client Service Specialist

Albuquerque, Boulder, Denver

Marc A. Normann

Sr. Vice President

Albuquerque, Scottsdale

Susy Gibo

Sr. Client Development Associate

Albuquerque, Kahului, Newport Beach, San Diego – Scripps Ranch, Santa Barbara, Scottsdale, Woodland Hills

Kevin Jack, CFP®

Executive Managing Partner, Client Services and Planning

Albuquerque, Indian Wells, Newport Beach

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