James Brown CLU®, ChFC®
Managing Partner
Jim seeks to carry out the firms’ mission and vision – to be considered the best company of its kind in the minds of clients and centers of influence...
Joe Redmond
Managing Partner
Joe is a Managing Partner with the firm and member of the Investment Strategy Committee. He has been a financial advisor for more than 15 years. In...
Kimberly Taylor
Financial Advisor
Kimberly is a financial advisor with The Wealth Consulting Group. She began her career in 1990 in Chicago as a CPA in public and private accounting...
Maria Lee
Client Operations Coordinator
Maria Lee first started in the financial service industry about 16 years ago. She joined Jim Brown and Joe Redmond’s team in Albuquerque 2013. Her job...
