With over 20 years in the institutional asset management industry, Connie brings profound investment experience to wealth management.  During her 14-year tenure at Sandia National Laboratories, Connie oversaw the investment and growth of pension and 401(k) plan assets from $7 billion to over $13 billion.  Connie also led 401(k) plan education efforts across Sandia, which brought to light a desire to focus on helping individuals.  With her professional background paired with a passion for people, Connie is able to deliver knowledgeable and thoughtful service to her clients.

Connie earned her bachelor’s degree in Finance and master’s of Accounting from the University of New Mexico.  She is both a Chartered Financial Analyst and Certified Financial Planner®.

Connie and her husband Blake, an engineering manager at Intel, have 3 young children.  As a family, they enjoy snowboarding, mountain biking, puzzles and Legos.  Slowly, but surely, Blake is getting Connie on board with camping.