Our Team

As President of Steve Lynch Wealth Management, it is my honor to help individuals, families, and businesses build wealth not just for their needs but also for future generations. I have obtained the Series 7 (1986), Series 63 (1986) and Series 24 (1995). I am proud to say I have also been a Fiduciary as a practicing Certified Financial Planner™ professional since 1990.

For my formal education, I graduated from New Mexico Military Institute (NMMI), with an Associates of Art 1982. Then I went on to attend Texas Tech University where I received a bachelor’s degree of Science in International Trade. I have continued with my education by attending multiple conferences and classes. The one I found the most note worth is Harvard University’s Executive Business Program on Behavioral Finance.

I have been happily married to my wife, Heidi, for over 25 years. We have four children, all of whom attended NMMI. Prior to entering “the business”, I served in Operation Desert Shield as a company commander. I enjoy fishing, tennis, dirt bikes, and just being outdoors. Originally from Michigan, I have lived in New Mexico for the greater part of my life.

• 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

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As the Operations Manager for Steve Lynch Wealth Management, my passion is to run an office that provides excellent customer service to clients and prospective clients. As an organization that helps people from all walks of life, I find it extremely rewarding to help ease people’s lives even just a little bit in what is an otherwise rat-race world.

My formal educational background is in business (both Bachelor’s and Master’s degrees). I have been with Steve Lynch Wealth Management since September 2000. Over the years, I have learned so much from Steve and our clients. Originally from El Paso, TX, I have lived in Albuquerque for over 23 years.

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.