Sally is passionate about people and education. She enjoys helping others, which is exactly why she loves her career as a Financial Manager Associate, where she has the opportunity to help people every single day. Sally understands that everyone’s economic and life situation is unique. She keeps this in mind when providing financial management for our clients. It is her belief that personalized service is essential when matching clients with the right financial choices. As a Financial Manager Associate, she is dedicated to learning about each client’s specific situation and goals. When partnering with you, she will use that knowledge to help you structure a financial plan focused on your specific needs.
Sally is a UNM Anderson School of Management Honors Graduate. She holds a bachelor’s degree in Business Administration concentrating in Finance. Before joining our team, Sally was a licensed life and health insurance agent and financial advisor for three years. She also holds a Series 6 & 63 securities license.
On any given day, you can find Sally on the sidelines cheering on her two amazing boys who play sports year-round … football, wrestling, baseball. She is also married to her loving husband and high-school sweetheart, Joseph.