| To submit updated information: membership@sfestateplanning.com | Updated May 2012 |
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| First Name | Last Name | Company | Address | Phone | EMail / Web Site | Category |
| Darrin | Abby | LANB Investment Group | 2009 Galisteo Street, Santa Fe, NM 87501 | 505-954-7186 | darrna@lanb.com | financial |
| John R. | Adams | Raymond James & Associates | P.O. Box 729, 218 Marcy St.,Santa Fe, NM 87504-0729 |
505-982-1904 | John.Adams@RaymondJames.com www.johnradams.net |
financial |
| James | Alley | Rubin Katz Law Firm | P.O. Drawer 250 Santa Fe, NM 87504-0250 |
505-982-3610 | jalley@rubinkatzlaw.com | attorney |
| Kristina | Alley | 1st National Bank of Santa Fe | 1672 Hospital Drive, Santa Fe, NM 87505 | 505-995-1888 | kalley@1stnationalbanknm.com | financial |
| Keith | Anderson | Registered Investment Adviser | 2227 Calle Cacique Santa Fe, NM 87501 |
505-984-2563 | keithkanderson@comcast.net | financial |
| John | Attwood | Zia Trust, Inc | PO Box 30928 Albuquerque, NM 87192 |
505-881-3338 | jattwood@ziatrust.com www.ziatrust.com |
trust |
| Richard | Barlow | Keleher & McCleod, P.A. | PO Box AA Albuquerque, NM 87103 |
505-346-1330 | rkb@keleher-law.com | attorney |
| John | Barraclough | Barraclough & Associates | PO Box 1847 Santa Fe, NM 87504 |
1-800-983-1040 | accountant | |
| Patrick | Barry | Sommer, Udall & Sutin | 200 W. Marcy St., #129 Santa Fe, NM 87504 |
505-984-0800 | pdb@sommerudall.com | attorney |
| Kenneth | Bateman | Gerber & Bateman, PA | 2009 Botulph Road, Suite 400, Santa Fe, NM 87504-2325 | 505-988-9646 | kbateman@gblawsantafe.com | attorney |
| Diana | Benavidez | Wells Fargo Bank | 241 Washington Avenue Santa Fe, NM 87501 |
505-984-0464 | diana.g.benavidez@wellsfargo.com | trust |
| Steven R. | Bone | Wealth Development Resources, LLC | 105 Leaping Powder Rd. Santa Fe, NM 87508 |
505-820-6914 | srbone11@msn.com www.wealthdevelopmentresources.com |
attorney |
| Sandra | Brinck | Cuddy & McCarthy, LLP | 1701 Old Pecos Trail Santa Fe, NM 87505 |
505-982-4374 | sbrinck@cuddymccarthy.com | attorney |
| Margaret (Cathy) | Brown | Meyners & Co, LLC | 500 Marquette St., Ste 800 NW Albuquerque, NM 87102 | 505-222-3535 | Cbrown@meyners.com | accountant |
| Shannon | Bulman | Bulman Law, PC | PO Box 6773 Santa Fe, NM 87502-6773 |
505-820-1014 | shannonbulman@msn.com www.bulmanlawpc.com |
attorney |
| Brent | Carey | Financial Strategy Group, Inc | 4425 Juan Tabo NE, #145, Albuquerque, NM 87111 |
505-332-1700 | brent@financialstrategygroup.com www.financialstrategygroup.com |
financial |
| Fletcher | Catron | Catron, Catron & Pottow, PA | PO Box 788 Santa Fe, NM 87504 |
505-982-1947 | fcatron@catronlaw.com | attorney |
| Patrick | Dolan | Thompson, Hickey, Cunningham, Clow, April & Dolan, P.A. | 460 St. Michael's Drive, Suite 1000, Santa Fe, NM 87505 | 505-988-2900 ext. 112 | pdolan@catchlaw.com | attorney |
| Lee Ann | Dunn | The Dunn Group, LLC | 22 Rising Moon, Santa Fe, NM 87506 | 505-982-5699 | ladunn@thedunngroup.net | insurance |
| Kate | Fitz Gibbon | Fitz Gibbon Law Firm | 215 West San Francisco St. Ste. 202C Santa Fe, NM 87501 |
505-412-2209 | Fitzgibbon.law@gmail.com www.fitzgibbonlaw.com |
attorney |
| Deborah | Gaynor | Morgan Stanley Smith Barney | 150 Washington Ave, Ste 301, Santa Fe, NM 87501 | 505-988-7707 | deborah.gaynor@mssb.com | financial |
| Kathryn | Gerash | Santa Fe Trust | 4001 Office Court Dr. Santa Fe, NM 87507 |
505-428-5702 | kathryn@santafetrust.com | trust |
| Robert | Glick | St. Vincent Hospital Foundation | 455 St. Michael's Dr.,Santa Fe, NM 87505 | 505-913-5331 | robert.glick@stvin.org | non-profit |
| Eleonora | Goldenberg | Eleonora Goldenberg, CPA, PC | 1421 Luisa Street, Suite G Santa Fe, NM 87505 |
505-988-7607 | eleonora@cybermesa.com | accountant |
| Tricia | Gunter | First Santa Fe Investment Services | 1672 Hospital Dr.Santa Fe, NM 87505, | 505-757-8756 | tgunter@1stnationalbanknm.com | finance |
| John | Hickey | Thompson, Hickey, Cunningham, Clow, April & Dolan, P.A. | 460 St. Michael's Drive, Suite 1000, Santa Fe, NM 87505 | 505-988-7740 | jhickey@catchlaw.com | attorney |
| David | Hilgenberg | Century Bank | PO Box 1507 Santa Fe, NM 87504-1507 |
505-995-1209 | dave.hilgenberg@centurybnk.com | trust |
| Dirk | Houtman | P.O. Box 6550, Santa Fe, NM 87502-6550 | 505-473-3475 | cpadirk@comcast.net | accountant | |
| Tracy | Howell | Sommer, Udall & Sutin | 200 W Marcy St. Ste 129 Santa Fe, NM 87501 | 505-982-4676 | tth@SommerUdall.com | attorney |
| William | Hudson | William Hudson, Attorney at Law | 630 Paseo de Pueblo Sur, Taos, NM 87571 | 575-758-1225 | billhudson.attorney@gmail.com | attorney |
| Valerie | Ingram | V. Ingram Consulting | 505-989-1199, ext 20 | ingram@sitesantafe.org | non-profit | |
| Lisa | Lachmann | Meyners & Co, LLC | 500 Marquette Ave. NW, Suite 800 Albuquerque, NM 87102 | 505-222-3522 | llachmann@meyners.com | accountant |
| Joann | MacKenzie | The Financial Maestro Corrales Executive Office |
3824 Corrales Rd, Suite E Corrales, NM 87048 |
505-503-6548 | Joann@moneymatters911.com | financial |
| Nora | Mandel | Northern Trust N.A. | 2398Camelback Road Phoenix, AZ 85016 | 602-468-2627 | nm9@ntrs.com | trust |
| Ellen | Marshall | Marshall Rose & Associates |
2019 Galisteo Street, #E3 Santa Fe, NM 87505 |
505-986-9635 | N/A | financial |
| Pamela | Martin | First National Bank of Santa Fe | PO Box 609-Trust Santa Fe, NM 87504-0609 |
505-992-2407 | pmartin@1stnationalbanknm.com | trust |
| Lisa | Mason | Ameriprise Financial | 300 Galisteo Street, Suite 105 Santa Fe, NM 87501 |
505-992-1150 | lisa.a.mason@ampf.com | financial |
| Manuel | Monasterio | UBS Financial Services | 141 E. Palace Ave. Santa Fe, NM 87501 | 505-989-5111 | manuel.monasterio@ubs.com | financial |
| Dan | Monte | Los Almos National Bank | 301 Griffin Street Santa Fe, NM 87501 |
505-662-1060 | danielm@lanb.com | trust |
| Daniel | Montoya | Heritage Trust Company of New Mexico | P.O. Box 8020 NDCBU Taos, NM 87571 |
505-473-7770 ext 207 | dmontoya@htrust.com | trust |
| Carol | Neelley | Carol A. Neelley, P.C. | 233 Johnson Street Santa Fe, NM 87501 |
505-913-7166 | carol@carolneelley.com | attorney |
| Mark K. | Nelson | Sommer, Udall, Hardwick, Ahern Hyatt LLP | 200 West Marcy Santa Fe, NM 87501 |
505-982-4676 | mkn@somlaw.com | attorney |
| Nancy | Oriola | Decades, LLC | 6121 Indian School NE, Suite 103 Albuquerque, NM 87110 | 505-345-5529 | noriola@decadesgroup.com | trust |
| Charles | Padilla | Northwestern Mutual Financial | 51 Calle Sinsonte Santa Fe, NM 87507 |
505-660-2855 | charles.padilla@nmfn.com | financial |
| Ronald L. | Pattison | Pattison Pension Specialists, Inc | 3150 Carlisle NE, Suite 211 Albuquerque, NM 87110 |
505-889-4554 x1 | ron@pattisonpension.com www.pattisonpension.com |
financial |
| Penelope | Penland | Penland and Associates | 200 West De Vargas, Suite 2 Santa Fe, NM 87501 |
505-983-3990 | penelope@drpenelopepenland.com | non-profit |
| Julia | Peters | Avalon Trust | 125 Lincoln Avenue, Suite 301 Santa Fe, NM 87501 |
505-983-1111 | jpeters@avalontrust.com | trust |
| Joni | Pierce | Wells Fargo Bank | 200 Lomas Blvd, NW Albuquerque, NM 87103-1968 | 505-765-5198 | joni.pierce@wellsfargo.com | financial |
| Michael J. | Prinzo | CliftonLarsonAllen LLP | 500 Marquette NW, Suite 800 Albuquerque, NM 87102 | 505-222-3517 | michael.prinzo@cliftonlarsonallen.com www.cliftonlarsonallen.com |
accountant |
| Elinor | Roberts | Los Alamos National Bank | 301 Griffin Street Santa Fe, NM 87501 |
505-954-5426 | elinorr@lanb.com | trust |
| Richard G. | Robinson, CPA, PC | Santa Fe Business Solutions, LLC | 5 Caliente Road, Suite 1-A Santa Fe, NM 87508 |
505-466-2830 | RichardRobinson@SantaFeBusinessSolutions.com www.SantaFeBusinessSolutions.com |
accountant |
| Bernadette | Rodriguez | Los Alamos National Bank | 301 Griffin Street Santa Fe, NM 87501 |
505-662-1060 | bernadetter@lanb.com | trust |
| Elizabeth | Roghair | CPA | 34 Monterey Rd. Santa Fe, NM 87508 | 505-466-4405 | eroghair@interaccess.com | accountant |
| Kathy | Rowe | Barraclough & Associates | 1422 Paseo de Peralta, Santa Fe, NM 87504 | 505-983-3387 | kathy@barraclough.com | accountant |
| Patricia Ann | Rudy-Baese, Ph.D., CFP | Rudy-Baese & Goodman Wealth Management and Rudzinski Consulting | 2019 Galisteo Street #N-10, Suite B Santa Fe, NM 87505 |
505-982-0001 | patrudybaese@earthlink.net | financial |
| Luther | Runge | HUB International Southwest Agency, Inc | PO Box 5080 Santa Fe, NM 87502 |
505-982-4296 | luther.runge@hubinternational.com | insurance |
| Karen | Sayre | First National Bank of Santa Fe | 62 Lincoln Avenue Santa Fe, NM 87501 |
505-992-2402 | ksayre@1stnationalbanknm.com | trust |
| Ralph | Scheuer | Scheuer, Yost & Patterson, PC | PO Drawer 9570 Santa Fe, NM 87504-9750 |
505-982-9911 | rhs@santafelawyers.com | attorney |
| Thomas | Schwab | T.C. Schwab Financial Planning, LLC | 18 Cagua Rd.,Santa Fe, NM 87508 | 505-466-2313 | tcschwabfinancialplanning@gmail.com www.tcschwabfinancialplanning.com |
financial |
| Marcus | Seabock | LPL Financial | 27A Caballos Trail, Santa Fe, NM 87508 | 505-466-7712 | marcus.seabock@lpl.com www.linkedin.com/in/marcusseabock |
financial |
| Sandra | Shell | Barraclough & Associates | PO Box 1847 Santa Fe, NM 87504 |
505-983-3387 ext143 | sandi@barraclough.com | accountant |
| Kurt | Sommer | PO Box 1984 Santa Fe, NM 87504-1984 |
505-982-4676 | kas@somlawfirm.com | attorney | |
| Jeanine R. | Steffy | Swaim & Finlayson, P.C. | 4830 Juan Tabo NE, Ste F. Albuquerque, NM 87111 |
505-237-0064 | jeanine@taxgypsies.com www.estateplannersnm.com |
accountant |
| Jeffrey | Sweers | Merrill Lynch | 123 E. Marcy St. Santa Fe, New Mexico 87501 |
505-982-6550 | Jeffrey_sweers@ml.com www.wealthmanagement.ml.com/WM /system/ViewFAPage.aspx?pageurl=HSW |
financial |
| Mike | Sutin | Sommer, Udall, Hardwick and Hyatt, P.A. | #129 PO Box 1984 Santa Fe, NM 87504-1984 |
(505) 982-4676 | mgs@sommerudall.com | attorney |
| Heidi | Tilton | Wells Fargo Bank | 241 Washington Avenue Santa Fe, NM 87501 |
505-984-0464 | Heidi.Tilton@wellsfargo.com | trust |
| Ellen | Tipton | First National Bank of Santa Fe | 62 Lincoln Avenue Santa Fe, NM 87501 |
505-992-2409 | etipton@1stnationalbanknm.com | trust |
| Timothy | Vidal | Canepa & Vidal, PA | PO Box 8980 Santa Fe, NM 87504 |
505-982-9229 | timvidal@newmexico.com www.canepavidal.com |
attorney |
| David | Walther | Walther Family Law | 1640 Old Pecos Trail, Suite C Santa Fe, NM 87505 |
505-984-0097 | davidw@waltherfamilylaw.com www.waltherfamilylaw.com |
attorney |
| Paul | Weaver | US Trust, BofA Private Wealth Management | 303 Roma Ave NW, Albuquerque, NM 87102 | 505-282.7710 | paul.weaver@ustrust.com | trust |
| Fred | Winter | Heritage Trust Company of New Mexico | Box 8020 NDCBU Taos, NM 87571 |
505-473-7770 ext202 | fwinter@htrust.com www.htrust.com |
trust |
