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Meet Our Team

We consider our clients, not their money, our most important assets.

Our reasons for becoming financial professionals are deeply personal. And our mission reflects that: to deliver for our clients what we demand for ourselves. In doing so, we have developed a reputation for providing a unique client experience: one that begins with you, not your money.

Go figure.

We believe our team approach adds a broader perspective to all that we do and increases the benefits for our clients. We are a group of diverse individuals - our backgrounds, our life experience, where we are on the age continuum, even what blows our skirts up. What unifies us is the belief that we are all in this together. That "we" includes our clients.

By the way, we also have a reputation for unparalleled client service. Funny, we think of it as simply doing our job.



Majdah AlQuhtani

Majdah AlQuhtani, CPWA®

Wealth Management Advisor

(505) 977-2000

(505) 291-0758

Kristen Kennedy

Kristen Kennedy

Financial Advisor

(505) 977-2000

(505) 290-0758

Petrita Leyba

Petrita Leyba

Client Relationship Manager

(505) 977-2000

(505) 291-0758

It's About You

Whether you are investing to build wealth,  preserve what you have, protect your family,  or safeguard your dreams, we make certain your needs, goals, and desires are clear to us before ever investing your money.

We can also help you clarify all that, as well as understanding your values. It is time well spent, because  we believe your investments should be in alignment with that which is most important to you.

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