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Team photo

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Our advisors

Jason Ayala

CFP®, CIMA®, ChFC®, CEPA®

Private Wealth Advisor

Learn more about Jason Ayala Visit Jason Ayala's website

Kristi Morrow

CFP®, APMA, CLTC®, CDFA®

Financial Advisor

Learn more about Kristi Morrow Visit Kristi Morrow's website

Krista Marie Tarbox

CFP®, APMA

Associate Financial Advisor

Learn more about Krista Marie Tarbox Visit Krista Marie Tarbox's website


Our team

Julian Rivera

Julian Rivera

Paraplanner,

Financial Planning Specialist

Qualifications

  • B.A. Economics & Sociology from University of New Mexico

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Jordyn Hayes

Jordyn Hayes

Client Concierge

Qualifications

  • Bachelors of Arts, Business, ASU

Roles & Responsibilities

  • Contact For: Marketing, Social media, Events and client service
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Chakshu Bhatia

Chakshu Bhatia

Client Service Specialist

Roles & Responsibilities

  • Money movements, meeting preparation, research, forms, ad hoc requests, as well as sitting in on meetings.
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