I serve successful families like yours. People who have worked hard and are looking for a trusted partner who is passionate about their success, however that success is defined. We have a branch team dedicated to your family; providing the service, advice and financial tools needed to accomplish your goals. We constantly strive to improve, grow and challenge ourselves so that we can bring our clients a fresh perspective and provide an enjoyable experience. Can you imagine a team, focused on you, equipped with the latest technology, providing measurable results!

My goal is to be your trusted partner during your journey. Many of our clients are business owners and professionals involved with medical, engineering and construction with at least $1,000,000 in assets. We provide investment selection, customized wealth strategies, business savings plans and life insurance.

I am proud to have a long family history in New Mexico, having graduated from New Mexico Military Institute and obtained both a BBA and a Bachelor of Accountancy from New Mexico State University. My family and I are involved in the community and appreciate the opportunity to give back. We are particularly supportive of education and the arts. I am an avid skier and enjoy the adventure of global travel and discovery.

All my best, Todd White

Focus areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Business Retirement Plans
  • Portfolio Reviews

My Personal Interests

  • Skiing
  • Tennis
  • Traveling
  • Wine Collecting/Enthusiast
  • Cooking

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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Branch Team

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