Broker Check


Upcoming Events

October 19, 2023

6:00p - 9:00p

Embassy Suites Hotel

Past Events

August 25, 2023

9:00a - 3:00p

Albuquerque Office

July 31, 2023

2:00p - 3:00p


A World Transforming: Geopolitics, Global Markets and What to Watch in 2023-2024

Join us for our last seminar of the summer with Frank Kelly Senior Political Strategist for DWS funds. This seminar will take place July 31st, 2023 at 2:00 PM MST VIA Zoom.

July 20, 2023

1:00p - 2:00p


Global Resilient Investing

Join us as we kick off our Summer seminars! On Thursday July 20th at 1:00 PM MST we will have Elle Wu from Thornburg to discuss Global Resilient Investing. This seminar will take place on zoom. 

May 13, 2023

9:45a - 12:00p

Century Rio 24 Plex and XD

March 27, 2023

2:00p - 3:00p


February 9, 2023

2:00p - 3:00p


Secure act 2.0 and Inflation Reduction Act

As we kickoff 2023 with a new Congress in place and the passage of legislation impacting retirement savings, I would like to invite you to a presentation I am hosting with our partners at Putnam Investments on February 9th 2023 at 2:00 PM MST .

Event Registration

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