The Wealth Strategies Group is a diverse and specialized team of professionals available to assist you with all of your financial goals and needs.  

Learn more about our investment advisors, trust officers, and private bankers.



Investment Department


Robert Joseph


Senior Vice President &
Senior Investment Officer


Robert Joseph

Office:  505-661-2298
Learn more about Robert



Radoslav Georgiev

Portfolio Manager


Rado

Office:  505-663-3877
Learn more about Rado


Eric Loucks


Investment Officer


Eric Loucks

Office:  505-661-2250
Learn more about Eric

Molly Hogan

Investment Officer

Molly Hogan

Office:  505-661-2278
Learn more about Molly

Darrin Abby

Investment Officer

Darren Abby

Office:  505-954-7186
Learn more about Darrin

Trust


Elinor Roberts

Senior Trust Officer

Elinor Roberts

Office:  505-954-5426
Learn more about Ellie



Valerie Ingram

Trust Business
Development Officer

Valerie Ingram_web2

Office:  505-954-5452 
Learn more about Valerie




Dean Cross

Trust Officer

Dean-Cross

Office:  505-449-5125
Learn more about Dean





Cynthia Wolf

Trust Officer

Cynthia Wolf

Office:  505-954-5432
Learn more about Cynthia
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Rodney Tafoya

Private Banker


Rod_web

Office:  505-449-5103 
Learn more about Rod


Karen Easton

Private Client
Services Officer

Karen Easton

Office:  505-663-4000
Learn more about Karen




Tony Ornelas

Private Client 
Relationship Manager

Tony O

Office:  505-954-7164
Learn more about Tony