Our Team

As President of Steve Lynch Wealth Management, it is both a privilege and a responsibility to guide individuals, families, and businesses in building and preserving wealth—not just for today, but for future generations. My career in wealth management spans over three decades, during which I have had the honor of helping clients navigate complex financial landscapes and achieve their long-term financial goals. I hold multiple industry certifications, including the Series 7 (1986), Series 63 (1986), and Series 24 (1995), and have been a Fiduciary and practicing CERTIFIED FINANCIAL PLANNER ™ professional since 1990.

My approach to financial management is grounded in my deep commitment to fiduciary responsibility, always putting my clients' best interests first. I pride myself on providing sound, strategic advice that addresses both immediate financial needs and long-term aspirations.

My educational journey began at New Mexico Military Institute (NMMI), where I earned an Associate of Arts degree in 1982, followed by a Bachelor of Science in International Trade from Texas Tech University. In my ongoing pursuit of knowledge, I have attended numerous industry conferences and professional development programs, with the most impactful being Harvard University’s Executive Business Program in Behavioral Finance, which has shaped my understanding of client psychology and investment decision-making.

In addition to my financial expertise, I bring leadership experience from my time serving as a Company Commander in Operation Desert Shield. This experience instilled in me the values of discipline, resilience, and a deep sense of responsibility—qualities that continue to guide my approach in both business and life.

Personally, I am a proud husband to my wife, Heidi, with whom I have raised four wonderful children, all of whom are NMMI alumni. When I’m not working, I enjoy fishing, playing tennis, riding dirt bikes, and simply spending time in the great outdoors.

• Securities licensed since 1986 (Series 7)
• CERTIFIED FINANCIAL PLANNER™ Professional since 1990
• Securities principal since 1995 (Series 24)
• Fiduciary since 1990
• Graduate of New Mexico Military Institute
• Graduate of Texas Tech University
• Harvard University Executive Program Graduate
• Army-National Guard and Reservist Company Commander in Operation Desert Shield

As the Operations Manager at Steve Lynch Wealth Management, I take great pride in overseeing an office that is dedicated to providing unparalleled customer service to both current and prospective clients. Our organization serves a diverse range of individuals from all walks of life, and I find it deeply rewarding to contribute to easing their financial journeys.

With a solid educational foundation, holding both a Bachelor’s and Master’s degree in Business, I’ve been fortunate to be part of Steve Lynch Wealth Management since September 2000. Over the years, I’ve gained invaluable experience working alongside founder Steve Lynch and the organization’s clients.

Originally from El Paso, TX, I’ve called Albuquerque home for over 30 years. Fluent in both English and Spanish, Jesus loves engaging with people and building strong connections where he can foster an atmosphere of personalized service and care.

I recently joined Steve Lynch Wealth Management as Director of Client Engagement.  I was a Director of Development the UNM School of Law and a Project Manager in Donor Engagement at the UNM Foundation for the past 9 years.  I have had a varied and fulfilling career that includes paralegal and government relations.  Clearly, I enjoy working with people in a collaborative manner to help them reach their individual goals.

I graduated from New Mexico Military Institute both high school and junior college and received my baccalaureate degree in Political Science from the University of New Mexico.