How we work


We care about what’s important to you

Your financial goals are individual, and we can help you achieve them.

We take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Sustainable and Responsible Investing
  • Investments
  • Cash Flow Management Strategies
  • Saving for Education
  • Insurance
  • Estate Planning Strategies

Community participation

Jennifer & Laurie packaged over 800lbs of baked bread from local bakeries for the Food Depot.
Jennifer & Laurie packaged over 800lbs of baked bread from local bakeries for the Food Depot.

Jeremy Campbell serves as a board member for the Pajarito Environmental Education Center (PEEC)

Jeremy Campbell is a donor for the annual Los Alamos Friends of the Shelter Dog Jog

Jeremy Campbell is a Gold Sponsor for the Eldorado Studio Tour

Carol Delgado is the Children’s Ministry Volunteer at Blaze Christian Fellowship

Sandra Morello is the President of the Santa Fe Mommy Meetup Group

Sandra, Jennifer, and Laurie all volunteer for The Food Depot