I have worked in banking and wealth management for 30 years. For 11 years I served as a commercial banker and lender for Wells Fargo in Northern New Mexico, working from Santa Fe to Taos and east to Raton. During that time, I started the Taos Housing Fund to work on affordable housing, and I served on the Board of Directors for the Taos Entrepreneurial Network where I supported new business owners during their start up phase.

I spent a 15-year tenure with Edward Jones in Taos and then in Albuquerque. During that time I was in the top 10% nationally for customer service and I mentored six new advisors into the industry, serving as a coach with the firm. I am passionate about bringing in new and young professionals into the financial industry. I believe in continuous learning to meet the best needs of my clients. In 2021, I launched my own independent firm with LPL Financial in partnership with my wife, Kelley. Together we put our clients’ needs first.

I serve clients and their families across northern New Mexico and in 27 states. I know that my clients have families across the country and I work across the country to build inter-generational relationships with families. Transferring wealth, managing multi-generational wealth is a challenge that I take on actively. Managing wealth is a family-affair. I love working with clients, especially those with complex situations that often accompany our money.

I am a native of Yorkshire, England. I immigrated to the states in the mid-eighties, graduated from the University of Connecticut and found my path to New Mexico shortly thereafter. I love cars and art and long hikes with my dog. I have four project cars, a 1979 Porsche, 1985 Jaguar XJS, 1993 Land Rover Discovery, and a 1986 BMW e30.

I partner with you to build a confident financial future — whatever that dream looks like for you. With all my clients, I recognize that money is complex and often not easy.  Together, we build engagement that is positive and forward-looking.  Ongoing and evolving financial planning is at the foundation of all investment design and strategy. I try to take some of the fear and anxiety out of money decisions that sometimes feel easier to ignore, but keep us up at night.

For a decade I worked with Ric, my business partner and husband of 20 years, as an administrator in his financial advising firm. I supported clients and, with him, built a healthy financial practice. In 2021, we made the decision to change firms and we opened Altalune Wealth Advisors, a woman-owned, New Mexico small business. I wanted our firm to flip the idea of financial advice from an intimidating, dreaded process to one that is supportive, personal and even enjoyable. We go beyond the rhetoric of client-first and actually walk to talk.  And I love my job for it.

Previous to working in the financial services industry, I had a 20-year career in non-profit fundraising and executive management. I did all things non-profit and still actively support the vital work non-profits do. I worked with major donors to understand their charitable passions and then helped them contribute major charitable gifts.  I wrote and managed federal, state and private foundations grants that over my career accounted for more than $20 million.  I was interim Executive Director for NM Dental Foundation and Taos Sports Alliance. And secured seed funding for many organizations, including maternal child health home visiting programs in Taos County and on Taos Pueblo. For many years, I also served as the Director of Marketing and Development for Taos Health Systems. I still love helping clients identify how they can support their communities and the causes they love.

I have a Graduate Certificate in Health Care Executive Management from UCLA, MA in English from Southern Illinois University and a BA from Truman State University. I was a Certified Fundraising Executive (CFRE) for twelve years. I am a native of Kansas City, and while my Midwest roots run deep, I have been dedicated to the high prairies and mountains of New Mexico for more than 25 years. I raised my son on the slopes of Taos Ski Valley, and continue exploring this beautiful state in my free time.

Graziella started her professional career as an entrepreneur, which positions her to empathize with the unique challenges faced by small business owners. She worked as a business consultant for a boutique venture capital firm, and expanded her insights on strategic growth solutions for different stages of business growth. Prior to joining LPL, Graziella led a team of 8 employees while overseeing the administrative and financial operations of an agricultural service company. Since joining LPL’s CFO Solutions, she has become a valuable contributor to the development and enhancement of our financial models. Graziella has successfully supported over 100 client relationships during her tenure with the CFO Solutions team. Graziella earned a Bachelor in Business Economics from Universidad “Dr. Jose Matias Delgado” in El Salvador. Graziella is originally from El Salvador. She moved to the United States in 2019,and currently resides in Honolulu, Hawaii, with her husband, Omar. Graziella enjoys spending time at the beach, reading, exercising, and loves to travel as often as possible.