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 am securities licensed with both a Series 7 (1986) and a Series 24 (1995). Additionally, I have held an insurance license since 1988. Perhaps just as important is the Certified Financial Planner™ certification which I obtained in 1990.

I was a graduate of New Mexico Military Institute (NMMI) and Texas Tech University. I have continued my education by attending Harvard University’s Executive Business Program on Behavioral Finance. I have been happily married to Heidi for over 20 years and have four children (all of who have also gone on to attend 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
• Securities principal since 1995 (Series 24)
• Fiduciary since 1990
• Graduate of New Mexico Military Institute
• Graduate of Texas Tech University
• Harvard University Executive
• 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.