2610 Trinity Drive
Personalized Client Experience
Taking care of what's important so you can focus on what matters most to you.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through life's transitions.
A detailed planning process is the best way to establish financial confidence. Once we get to know you we can begin to develop a dynamic plan that will pursue your immediate needs and goals while adjusting for changes in your professional and social life down the road. We are in it together for the long haul.
So what are the steps?
Ben Bouman is a Los Alamos native with a firm commitment to serving the people of Northern New Mexico. He has a deep understanding of the area’s rich and diverse culture and heritage, as well as the characteristics that make it a unique place to live and work. He operates on the philosophy “serve the client and the rest will follow” and works to make a difference in the lives of the families he serves...
Director of Investment Management
Director of Information Technology
Manager of Compliance and Education
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