Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Devanator@comcast.com

Devan DeHoff has been the CPA for our clients for over 20 years. He has both taught accountancy at our local university CNM and practiced his craft in real world applications as he is an owner of 5 Anytime Fitness’ here in New Mexico. His understanding of complex tax issues for both businesses, trusts and personal taxes is considerable.

beverson4@aol.com

Ben is the newest member of our team and brings an expertise in Medicare Supplement and Group Health programs that our clients find very valuable. Ben is appointed with most NM approved Medicare companies. He can review the 30+ Advantage plans guiding you to the most beneficial plan you deserve.  His review service is at no obligation and should you decide to stay with the plan you're on you also have no obligation to Ben.  He can also help with Medicaid, final expense insurance and most healthcare questions.  For business owners looking to offer employees additional benefits/insurance, Ben can assist with that also.

caringheartsNM@gmail.com

As a certified senior advisor, Darla has over 10 years of experience working with seniors and their families. Five years with hospice and five years helping families find the right living options for their loved ones. As a senior housing advisor, Darla thoroughly enjoys working directly with families to help them find the perfect senior care home no matter what the situation may be. Whether the need is an independent living, assisted living, or memory care, she can provide you with several options to choose from. Darla loves working with seniors and believes they deserve to maintain the highest quality of life for as long as possible. Her expertise in the area allows her to work with various families using an in-depth approach to figure out each person’s unique situation. She is committed to serving families throughout the entire process of finding senior housing for their loved ones.

Chief Investment Officer, Orion OCIO

Tim Holland is the Chief Investment Officer – OCIO, where he consults with Orion’s largest customers growing their firms through Orion’s OCIO services. He joined the Brinker Capital team as Global Investment Strategist in 2017 and was named Chief Investment Officer following Orion’s merger with Brinker in 2020. In the CIO role, Tim had responsibility for the investment management and strategies for Orion Portfolio Solutions and Brinker Capital Investments. Tim has over 20 years of investment experience.

Prior to joining Brinker Capital, Tim was a Portfolio Manager at TAMRO Capital Partners, where he directed overall portfolio construction on two long-only, US equity strategies based on fundamental company and industry analysis and understanding the potential impact of economic, industry, and political trends on portfolio holdings. Prior to TAMRO, Tim was employed as an Equity Analyst at Manley Asset Management, a long/short hedge fund firm. Additionally, he was a Partner at Towers Group, a boutique corporate communications firm providing media and public relations counsel to capital markets companies. Tim received his Bachelor of Arts in political science from Drew University. He holds a FINRA Series 65 designation and is a CFA® charter holder. 

Tim’s investment commentary can be found in various business media, including CNBC, Fox Business, Bloomberg TV, Bloomberg Radio, The Wall Street Journal, Investor’s Business Daily, and Financial Times.

As one of the founding partners of TownSquare Capital, Michael’s role as President is ensuring that TownSquare Capital delivers exceptional service to the clients, institutions, and the financial advisors that use its services. He is responsible for helping various departments within TownSquare work seamlessly together for a better client experience. Additionally, he oversees the development of new client relationships with RIAs and helps them integrate with TownSquare’s investment approach.
Michael has extensive experience in the formation, development, and oversight of advisory practices. During his career, he has built out the operational teams of 2 SEC registered advisory firms and consulted with several others. TownSquare Capital sold to Orion July 2022 after growing from $0 to $6.5 billion in assets under management in only 5 years’ time. Since then, TownSquare has continued to grow, now boasting over 31,000 accounts and over $10 billion in assets under management; Michael has directly overseen the onboarding of these. He has also worked directly with several retail advisory firms to help them acquire new client assets, refine their systems and processes, and develop a framework to invest and allocate client accounts. Michael holds a B.S. in accounting from Brigham Young University.

As the Director of Implementation, Erica serves as the primary point of contact for Advisors and their teams during their initial and ongoing interactions with TownSquare Capital. Her primary focus is on the training and development of new and current advisory teams. She's involved in onboarding new advisory teams through transitioning existing accounts to investment management or the establishment of new business. She coordinates efforts between Sales, Operations, Compliance, and Audit/Proposal Teams to ensure a smooth and successful experience for advisors. She came to TownSquare with years of experience in the financial industry along with administrative and customer service experience.