Broker Check

Meet the Team

Client Centered

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

Client Centered

Natalie J Trouw

Advisor Associate

Licensing/Credentials

  • Series 7, 66
  • New Mexico Life and Health
  • Bachelor of Arts from University of Washington, Seattle
  • Currently Studying for the Certified Student Loan Professional Credential
  • 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