Our team personifies the axiom: the whole is greater than the sum of its parts. While each team member contributes unique knowledge, experience and skills, we take pride in our collaborative impact, resulting in creative, individual financial solutions for our clients.
Our knowledge base runs deep. The majority of our team members have masters degrees or Certified Financial Planner (CFP) status, which makes us well qualified to partner with you to help pursue your financial goals.
Co-Founder & Senior Advisor
(505) 291-8585 ext 2010
Operations Manager & Assistant to Philip J Messuri, MS, CFP®
Registered Administrative Assistant
Safeguards Associated with Your Assets
*Our firm has the additional advantage of expert resources through Purshe, Kaplan, Sterling Investments, which provides additional tools for financial solutions, support services, investment protection and technology resources.