Wealth Advisory Team

Key to the successful design and implementation of your wealth management solution is a Wealth Advisor, who serves as your primary point of contact and takes a leadership role in answering questions, providing counsel, interpreting information and coordinating services. Your Wealth Advisor meets with you regularly to review progress, assess the impact of changes in your financial circumstances, and – if warranted – recommend changes in your financial strategy. 


While maintaining a sharp focus on the many details of your wealth management approach, your Wealth Advisor also maintains a "big picture" perspective, coordinating inputs from other WAS professionals who are working to help you achieve your financial goals.


PRODUCTS OFFERED THROUGH WEALTH ADVISORY SERVICES ARE NOT FDIC INSURED, ARE NOT BANK GUARANTEED AND MAY LOSE VALUE


Patrick M. Schaefer , JD, CTFA
SVP, Market Leader
505.830.8122









Camilla Serrano , CTFA
Sr. Wealth Advisor
505.830.8145









Anna A. Grace, JD
Wealth Advisor
505.830.8206









Paul Dickson
VP, Portfolio Manager
505.830.8146


Elizabeth VanArsdel, CTFA
SVP, Senior Wealth Advisor
505.946.2503









Peggy McDonald, CTFA, CWS®
Wealth Advisor
505.830.8106









Irene Trujillo
Wealth Advisor
505.830.8104









Aaron Lannon
Retirement Plan Services
Business Development Officer
480.844.4542