Financial stability is at the core of a happy life, but a happy life is about so much more than money. Our diverse and friendly team provides education and ethical guidance to help all our clients build a strong foundation and work toward their goals. I've been with Winslow, Wood & Associates since 1988.
I have been a registered principal and securities registered representative for more than 25 years. I hold FINRA Series 7, 63, 24, 65, 51, and 53 securities registrations, as well as a New Mexico insurance license. I enjoy the complexity of financial planning and estate planning with my clients. It's in the moments of complex planning that I really get to know my clients and we build mutual trust and long-lasting relationships.
I have been a registered principal and securities registered representative for more than 25 years. I hold FINRA Series 7, 63, 24, 65, 51, and 53 securities registrations, as well as a New Mexico insurance license. I enjoy the complexity of financial planning and estate planning with my clients. It's in the moments of complex planning that I really get to know my clients and we build mutual trust and long-lasting relationships.
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Use this helpful planning guide to start organizing your finances and identify the issues that affect you most. When you understand how to take full advantage of a 529 plan, it can be a powerful college savings tool. After the historic Obergefell decision, it's important for LGBTQ+ couples to comprehensively review their estate plan.
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