Phone: 505.891.9800
[email protected]

Jacquie is a highly analytical, client-focused financial professional with extensive experience across portfolio management, financial planning, and product and market strategy. Her background includes registered representative work, asset allocation, retirement planning, and product lifecycle management, giving her a well-rounded perspective on both client needs and strategic execution.

With a strong foundation in financial analysis and a commitment to precise, trustworthy service, Jacquie brings a thoughtful, organized approach to building and supporting long-term client relationships. Her blend of technical experience and dedication to client care makes her a valuable resource for our advisors and the clients we serve.