Our Team

As President of Steve Lynch Wealth Management, I consider it both an honor and a responsibility to help individuals, families, and businesses build and preserve their wealth — not only for today but for generations to come. My philosophy is rooted in a commitment to fiduciary duty, helping ensure that every decision prioritizes my clients’ best interests. Beyond my 35+ years of financial expertise, I bring leadership experience from serving as a Company Commander during Operation Desert Shield.  I am a proud husband to my wife, Heidi, with whom I have raised four wonderful children. When I’m not providing financial advice, I enjoy fishing, playing tennis, riding dirt bikes, and spending time with family and friends in the great outdoors.

• Securities Licenses: Series 7, 24, and 63
• CERTIFIED FINANCIAL PLANNER™ Professional since 1990
• 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 an Investment Advisor Representative at Steve Lynch Wealth Management, I take pride in guiding individuals, families, and businesses through their financial journeys. My goal is to help clients build lasting wealth that meets their immediate needs while creating a legacy for future generations. I am passionate about helping clients grow their assets strategically, so they can address both short-term goals and long-term goals. Alongside my career, I have served in the Army National Guard since 2009 — a commitment I share with my wife, Alexandria, who also serves. Outside of work, I enjoy spending time with my wife and our daughter enjoying outdoor activities such as biking, fly fishing, and hunting. I also have a passion for playing guitar.

• Securities Licenses: Series 7, 63, and 65
• Insurance Licensed: Life and Health
• Fiduciary since 2019
• Graduate of New Mexico Military Institute
• Graduate of University of Nevada-Las Vegas
• Officer in the New Mexico Army National Guard

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As the Operations Manager at Steve Lynch Wealth Management, I take great pride in overseeing an office that provides 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.  Originally from El Paso, TX, I’ve called Albuquerque home for over 30 years. I love engaging with people and building strong connections where I can foster an atmosphere of personalized service and care. I am passionate about delivering exceptional experiences for every client.

• Bachelors and Masters Degree in Business
• Fluent in Spanish
   

As an Assistant at Steve Lynch Wealth Management, I provide support to both clients and financial advisors, ensuring seamless communication and assistance with various financial needs. I have a solid foundation rooted in discipline and leadership. I hold multiple certifications and am a proud Fiduciary. These qualifications reflect my commitment to upholding the highest standards of integrity and professionalism in my role. Outside of work, I enjoy reading, playing tennis, and being outdoors with our family dog, Bailey. I am also involved in community activities, currently serving as the treasurer for the New Mexico Games Board.

• Securities Licensed professional (Series 7 and 63)
• CERTIFIED FINANCIAL PLANNER™ Professional
• Fiduciary since 2024
• Graduate of New Mexico Military Institute
• Graduate of Texas Tech University
   

As our Client Engagement Manager, my role at Steve Lynch Wealth Management is to ensure every interaction is meaningful and personalized. I focus on building relationships founded on trust and confidence, while also leading engaging marketing. By combining client engagement and marketing outreach, I strive to make your financial journey smooth, rewarding, and aligned with your long-term goals. In my spare time, my husband and I run an off-road desert dirt bike racing series and enjoy travelling to neighboring states.  We also enjoy time at the lake with family and friends.

• Bachelor of Arts in Communication & Advertising
• Educated in Program and Project Management