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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Kevin Jack, CFP®

Executive Managing Director

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

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

Sr. Wealth Advisor, Sr. Director

Scottsdale, Albuquerque, Tucson

CJ Smith, CFP®, CDFA®

Wealth Advisor

Scottsdale, Albuquerque, Tucson

David Rich, CFP®

Wealth Advisor

Albuquerque, Scottsdale, Tucson

James Greer, CFP®

Wealth Advisor

Scottsdale, Albuquerque, Tucson

James Taylor, CFP®, CEPA

Sr. Wealth Advisor

Albuquerque, Scottsdale, Tucson

David Ricci, CFP®

Regional Vice President

Scottsdale, Albuquerque

Marc A. Normann

Sr. Vice President

Albuquerque, San Diego, Scottsdale

Susy Gibo

Sr. Regional Client Development Associate

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

Dawn Santeford

Client Service Specialist

Scottsdale, Albuquerque

JoAnn Ferradino

Sr. Client Service Specialist

Albuquerque, Scottsdale

Nancy R. Hudak

Director, Client Service

Albuquerque, Indian Wells, Newport Beach, Scottsdale

Scott Hancock

Sr. Client Service Specialist

Albuquerque, Boulder

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Meet our Advisory Team

Search results for:

Kevin Jack, CFP®

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

CJ Smith, CFP®, CDFA®

David Rich, CFP®

James Greer, CFP®

James Taylor, CFP®, CEPA

David Ricci, CFP®

Marc A. Normann

Susy Gibo

Dawn Santeford

JoAnn Ferradino

Nancy R. Hudak

Scott Hancock

Ready to get started?

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