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Erica R
CFP®, Series 65
Prescott, AZ
Montoya Wealth Management
Erica Ryberg is a CERTIFIED FINANCIAL PLANNER™ professional with nine years of industry experience, currently serving at Montoya Wealth Management in Prescott, Arizona. She is also the managing member of Montoya Tax Services LLC and Monberg Real Estate Holdings LLC, both non-investment related businesses. Montoya Wealth Management Group LLC is a two-advisor registered investment adviser providing discretionary portfolio management, financial planning, and retirement-plan consulting for individual and high-net-worth clients. The firm utilizes a blended investment process and offers additional services including tax preparation and qualified plan consulting.
Brandon M
Series 66
Prescott, AZ
Montoya Wealth Management
Brandon Montoya is a financial advisor at Montoya Wealth Management with 13 years of industry experience and a Series 66 designation. He has been involved with Montoya Wealth Management Group LLC since 2016 and also serves as a City Council Member for the City of Prescott. Outside of advising, he manages Montoya Tax Services LLC, a tax preparation business. Montoya Wealth Management Group LLC is a two-advisor registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm integrates fundamental, technical, and cyclical analysis with diversified investment strategies and offers additional services such as tax preparation and qualified plan consulting.
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