Broker Check


Jerry E. Todd, Jr., MBA, AIF®, CEP®

Wealth Advisor

(505) 268-2052

As an independent Wealth Advisor, Jerry has found the career that is right for him. He has been in the industry for over 20 years and after starting his journey at a large, institutional firm, he quickly found that the independent...

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Christyna M. Saenz

Branch Operations Manager

(505) 268-2052

There are few things at our firm that Christyna has not assisted with. Between client service, processing and maintaining client accounts, preparing meeting reports, and branch compliance, we keep her busy. She has been...

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