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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Market: New Mexico

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Keven Jack Image

Kevin Jack, CFP®

Executive Managing Director

Albuquerque, Indian Wells, Newport Beach, Scottsdale, Sorrento Valley

David Rich

David Rich, CFP®

Wealth Advisor

Albuquerque, Scottsdale

James Taylor, CFP®, CEPA

Sr. Wealth Advisor

Albuquerque, Scottsdale

James Todd

James Todd, CFP®, CTFA

Wealth Advisor, Emeritus

Albuquerque, Boulder, Denver

Marc Normann Photo

Marc A. Normann

Regional Vice President

Albuquerque, San Diego, Scottsdale

Susy Gibo

Susy Gibo

Sr. Regional Sales Associate

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

JoAnn Ferradino

JoAnn Ferradino

Sr. Client Service Specialist

Albuquerque, Scottsdale

Nancy R. Hudak

Nancy R. Hudak

Director, Client Service

Albuquerque, Indian Wells, Newport Beach, Scottsdale

Scott Hancock

Client Service Manager, Wealth Path Group

Albuquerque, Boulder

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