Putting
people first.
Get to know our leadership team
Leadership at the Albuquerque office is dedicated to doing good for our clients, employees and community.
Erica Proudfoot
Director of Selection
Erica recently graduated from University of New Mexico and is excited to begin her role as Director of Selection to help create the foundation of people's successful futures. When she is not at the gym, she is spoiling her dogs and rewatching The Office. Her dad is her rock and always motivates her to work on...
Erica recently graduated from University of New Mexico and is excited to begin her role as Director of Selection to help create the foundation of people's successful futures. When she is not at the gym, she is spoiling her dogs and rewatching The Office. Her dad is her rock and always motivates her to work on her financial, professional, and developmental goals. "Do not pray for an easy life, pray for the strength to endure a difficult one" - Bruce
Albuquerque has been home for over 25 years. I have been a Financial Advisor since 2015 and strive to help my clients identify and reach their financial goals, through a wholistic approach to financial planning, with a financial game plan that manages wealth, mitigates risk, and saves money tax efficiently. I...
Albuquerque has been home for over 25 years. I have been a Financial Advisor since 2015 and strive to help my clients identify and reach their financial goals, through a wholistic approach to financial planning, with a financial game plan that manages wealth, mitigates risk, and saves money tax efficiently. I have been married to my wife for 25 years and am a proud father of three.
Matt Dutton
Director of Operations