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How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Karen Kenward

Office Manager

(575) 751-3388

(575) 751-3399

Karen Kenward - Professional Office Assistant was hired in 2005.

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Scott McAdams

Financial Advisor

(575) 770-2666

As a comprehensive financial planner, Scott takes great pride in providing a high service value when advising clients on a variety of matters related to their financial lives. After 31 years working for and with financial institutions,...

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