In the News

Santa Fe Offers Retirees Culture and Sunshine

Born and bred in England, this advisor who’s made Santa Fe her home for 20+ years highlights its appeal for retirees.

No Longer just a 'male industry'; mother-daughter duo lead Santa Fe-based Elevation Financial Group

Money Moves; Mother-daughter duo joins Kestra; Integrated adds Cali team; Homeric hires from JPM

‘We were drawn to Kestra Financial’s inclusivity of female professionals and attention to legacy-minded wealth management firms like ours,” said Deborah Trouw in a statement. “Their support services, from advanced technology to centralized compliance, will allow our day-to-day business functions to run smoothly.’

Citywire - April 9th, 2021 Read here

Santa Fe's Elevation Financial Group signs on with Kestra Financial

Santa Fe-based Elevation Financial Group has affiliated with Austin, Texas-based Kestra Financial Inc. to serve as the independently owned Elevation’s broker/dealer.

Santa Fe New Mexican - April 5th, 2021 Read here

Alana Light: Things are looking up

Deborah Trouw of Waddell & Reed, Inc brought us information about financial planning. Some of the topics covered include assisting people managing their parents' estate, whether you need to be a homeowner to see a financial planner, and more. Be sure to listen for how Deborah likens financial planning to furniture arranging!

Make your House a HOME Show - June 4th, 2017 Read here