Meet the Team
Deborah J Trouw, CFP®
Founder/Financial Advisor
Licensing/Credentials
- CERTIFIED FINANCIAL PLANNER™
- Accredited Domestic Partner AdvisorSM (ADPA®)
- Series 7, 66
- New Mexico Life and Health
- Bachelor's of Science from Bradford University, UK
Areas of Expertise
- Tax planning
- Estate planning
- Financial planning for women
Most Likely to...
Make you a top shelf margarita after a hike
Natalie J Trouw, CSLP®
Financial Advisor
Licensing/Credentials
- Certified Student Loan Professional®
- Series 7, 66
- New Mexico Life and Health
- Big Brothers Big Sisters Mountain Region Board Member
- Bachelor of Arts from University of Washington, Seattle
- Leadership Santa Fe Class of 2021
Areas of Expertise
- Student Loan Management
- Financial Planning for Young Professionals
Most Likely to...
Be found studying at the brewery