CERTIFIED FINANCIAL PLANNER™ | Financial Architect for Life’s Key Milestones As a CERTIFIED FINANCIAL PLANNER™ with a rich history in the investment management industry, I specialize in guiding individuals through some of life’s most pivotal transitions. Whether you're navigating the emotional and financial intricacies of estate organization and the loss of a loved one, preparing for a successful and secure retirement through strategic investment and tax planning, or seeking the best higher education opportunities for your children, I offer tailored financial solutions to help you achieve your goals. With over 25 years of experience in business-to-business engagements, I bring a deep understanding of financial strategies, ensuring that my clients are prepared for every phase of life. My background is supported by a strong foundation in finance, having earned my Bachelor’s Degree from Montana State University-Bozeman, as well as completing the rigorous CFP curriculum through the Boston Institute of Finance. I hold several professional licenses that empower me to provide comprehensive, holistic financial guidance. Let’s work together to build a financial plan that not only protects your present but also secures your future.

Nicholas Pihl is an independent, fee-only financial planner. He specializes in working with retirees and people who expect to retire within 10 years.

Paul offers dedicated financial planning and investment consulting services. He works closely with individuals and families, employing a holistic approach that integrates wealth management with essential tax and estate planning. For institutions and Native American tribes, Paul serves as an investment consultant, providing assistance with investment policy creation, asset allocation strategies, retirement plan fiduciary oversight, and investment provider reviews. His role encompasses research, analysis, portfolio management, client service, and educational seminars. Paul holds the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designations. He has also earned the Accredited Investment Fiduciary Analyst® (AIFA®) designation through Fi360, signifying expertise in evaluating how well investment fiduciaries meet their duties according to defined standards of care. He is a member of the CFA Institute and the CFA Society of New Mexico. Paul is also committed to his community. He is a lifetime member and 2019 graduate of Leadership New Mexico and a 2016 graduate of Leadership Albuquerque. He has previously served as Board Chair for the UNM Anderson School of Business Foundation and Finance Chair for The Full Life Foundation. Currently, Paul contributes to the Greater Albuquerque Chamber of Commerce as a board member and Chair of the Education Committee. He also serves on the board of Excellent Schools New Mexico and is an investment subcommittee member for the Presbyterian Healthcare Services board.

Matt Jones is a Financial Consultant at Fidelity Investments, where he has been employed since 2011. He has held various roles within the company, including Planning Consultant, Senior Relationship Manager, Relationship Manager, Financial Representative, and Resolutions Manager. Prior to joining Fidelity, Matt worked as a Financial Representative at Princor Financial Services Corp and as a Financial Representative Agent at Principal Life Insurance Company. Matt focuses on financial planning and investments, aiming to build strong, honest relationships with clients. He emphasizes understanding what is most important to his clients and those they care about, striving to earn trust, deliver confidence, and provide peace of mind. Outside of his professional work, Matt enjoys family activities, hiking, visiting museums, music, reading, and singing.

Richard Getty is the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2024. He brings over three decades of financial experience to his position, working primarily with affluent families to help them achieve their financial goals and manage their family's wealth. His approach involves understanding clients' situations, analyzing their financial standing, developing and implementing formal financial plans, and monitoring progress. His professional experience includes various roles at Fidelity Investments since 2011, including Financial Consultant, Investment Consultant, Retirement Solutions Representative, and Investment Solutions Representative. Prior to joining Fidelity, Richard held financial advisor positions at GWN, Waddell and Reed, Morgan Stanley, and Edward Jones. He also worked as an Account Executive at Meritage Mortgage and United Lending. Outside of his professional work, Richard has personal interests in biking, cars, golf, motorcycles, photography, and reading.

William Gupton is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management. He focuses on providing financial guidance to local and national nonprofits as well as high net worth individuals. His areas of expertise include institutional and corporate benefit services, institutional investment consulting, services for endowments, foundations, and non-profits, as well as socially responsible, values-based, and ESG investing. An Albuquerque native, William earned a Bachelor’s Degree in Political Science from the University of New Mexico in 2006. He holds the Personal Investment Advisor (PIA) designation. Outside of his advisory work, William is actively involved in the community, serving on the boards of Junior Achievement of New Mexico, the New Mexico Early Childhood Partnership, Mission: Families Council at United Way of Central New Mexico (UWCNM), and the Community Impact Council with UWCNM. He also volunteers with the Active 20/30 Club of Albuquerque and supports fundraising efforts for the UNM Cancer Center. In recognition of his philanthropic efforts, he was named Leukemia & Lymphoma Society's Man of the Year in 2013 and received the YNPN Outstanding Young Board Member award by the Association of Fundraising Professionals.

Danielle Hinds is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she serves as a relationship manager and business manager with the Hinds Team. She focuses on delivering goals-based wealth management, planning, and dynamic investment advice. Her client focus areas include college education planning, divorce transition planning, family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, small business strategies, special needs planning strategies, and retirement income. Danielle began her career in finance in 2016 with Merrill Lynch Wealth Management. Prior to entering the finance industry, she graduated from the University of New Mexico with a Bachelor of Arts in Psychology and worked at a children's counseling center providing care and services to at-risk youth and families in New Mexico. She holds the professional designations of Certified Divorce Financial Analyst (CDFA) and Personal Investment Advisor (PIA). Danielle lives in Albuquerque with her two daughters and enjoys cooking, reading, soccer, yoga, traveling, and spending time with her family and friends. She is an avid soccer fan and player and supports the New Mexico professional soccer team.

Brandon Whitmore is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He has been with Fidelity Investments since 2016, progressing through roles including Financial Representative, Workplace Planning and Advice Consultant, Relationship Manager, and Investment Consultant. Prior to his tenure at Fidelity, Brandon worked as a Financial Advisor at Edward Jones from 2018 to 2019. Brandon's approach emphasizes transparency and trust in building long-lasting partnerships with clients. He utilizes a structured process to provide guidance on clients' full financial pictures and life events, supported by a team of specialists at Fidelity. His experience spans financial consulting, investment advising, relationship management, and workplace planning. Outside of his professional role, Brandon has interests in art, family activities, fitness, tennis, and writing.