Meet Our Associates

Klint has been in the Financial Services Industry for more than 24 years specializing in Asset Management**, Investments*, and Personal/Business Financial Planning**. He began his career shortly after graduating from the University of New Mexico, Anderson School of Management with a BA in Business Marketing and a Masters degree in Sports Administration. While at UNM, as a student-athlete, Klint was a First Team All WAC (Western Athletic Conference) Offensive Lineman.

In his free time he enjoys golf, Harleys and Fly Fishing.

Trey is a native New Mexican and graduated from the University of New Mexico in 1992 with a BBA in Financial Management. He has been in the financial services industry since 1995 and during that time, has achieved the LUTCF designation and is a Registered Investment Adviser Representative for Eagle Strategies LLC; he is also a lifetime member of the Million Dollar Round Table#(MDRT).

Trey is married to Alicia and has four terrific kids that keep him busy. He is an avid outdoors-man, is actively involved in the Sandia High School Booster Club, and enjoys golfing, skiing and spending quality time with his family.

Claire was born and raised in New Mexico. She attended the Univsersity of New Meixo where she graduated with a Bachelor's degree in Psychology and a minor in Sociology in 2011. She joined the team in August of 2021, and has quickly become a valuable member!

In her free time, Claire enjoys spending time outdoors, hiking and snowboarding with her fiance.