Focus: Investment Advisor, Portfolio Construction
- 23 years in financial services
- Series 6,7, 63 & 66 registrations
- Accredited Investment Fiduciary [AIF]
- BA in Economics, UNM
Talking about money in our society isn't something we do readily. While we speak of other private matters with ease, many of us are uncomfortable discussing our finances, avoiding the subject with even our closest friends and, all too often, our family. If you’re someone who shies away from hard talks and difficult subjects, we can help.
Understanding your relationship with money is key to breaking down those barriers; poor communication can have unintended consequences. We encourage our clients to examine that relationship. We want you to not only be comfortable with us, but with your investments – it is important they align with your values.
Guiding clients through periods of transition is among the most meaningful work I do at Altus. The added challenges of high emotion, uncertainty and/or the pressure of meeting decision deadlines can exacerbate an already demanding discussion – it is important to have an ally. And that’s how I see myself, a mix of ally and guide who has the experience, resources and knowledge to ease clients through the unexpected twists life can take. Many of those twists I have experienced first hand.
"I grew up on a farm in Portland, OR surrounded by extended family—people who worked the land and traded time for money. As an only child, I became a listening ear, mediator and problem solver at an early age. I had a knack for numbers and a keen memory to recall even the slightest details. When I was finally introduced to the stock market in high school, all the pieces fell together and the fascination began.
After college, armed with a degree in economics, I went to work for T. Rowe Price as a corporate trainer in their retirement division. It was there that I realized how knowledge of investing and the stock market could be a game-changer in peoples’ lives. I also knew I had tools I wanted to put to better use. For the past 20 plus years I’ve developed my knowledge and abilities, using them to change the lives of my clients.
Call me old-fashioned, but those hardscrabble early years instilled strong values and an unflinching work ethic that have served me well as a trusted advisor."
- Majdah alQuhtani