Growing up in the Southwest instilled in me a love of mountains, big skies, and the Native American culture. I attended high school in Window Rock, Arizona, located on the Navajo Reservation and graduated with honors from New Mexico State University with a BBA in Finance.
The experiences of serving in the US Navy as a Commissioned Officer, working as a banker in Santa Fe, New Mexico, and employment with IBM for 13 years culminated in my becoming a financial advisor over 30 years ago.
My life's passion is helping people both professionally and personally. I take a holistic approach to helping my clients achieve their long-term financial goals. As an independent advisor, I only work for one person... you, my client. And I only recommend strategies and actions that I myself would follow, given the same situation and circumstances.
I share 3 daughters and 5 grandchildren with my wife of 46 years, Pam. When not working, I can be found doing house and yard projects, working with leather and wood, or dreaming of my next trip to the Southwest.
With over twelve years of experience, Kara serves as the liaison for all client-related interaction, overseeing submission of new account applications and associated paperwork, maintaining client files and calendars for client meetings...
From decorating the office to reorganizing files, Pam is the “jack of all trades” at MWM. As the office manager, her responsibilities include the overall efficient management of the office and MWM’s business processes...