Michael Slenes is a financial advisor at Allworth Financial, L.P. in Albuquerque, NM, holding a Series 65 designation with one year of industry experience. His work history includes roles at the University of New Mexico and entrepreneurial ventures such as Jinja Bar & Bistro and Dixon Golf. Allworth Financial serves individual and high-net-worth investors, as well as pension plans, trusts, corporations, and charitable organizations, providing financial planning, portfolio management, and retirement plan consulting. The firm uses both quantitative and qualitative analysis to offer customized investment strategies across a variety of asset classes and manages privately offered funds alongside educational resources.

Matthew Keller is a CFP® and holds a Series 65 license with 23 years of industry experience. He has worked at Allworth Financial, L.P. since 2022 and previously spent 18 years at Uasnm, Inc. d/b/a Uas Wealth Advisors and two years at Universal Advisory Services Inc. He serves as a trustee on the Albuquerque Academy Endowment Management Committee. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both quantitative and qualitative analysis to implement customized investment strategies across various asset classes.

Kirk Hudson is a CFA® charterholder with 23 years of industry experience. He is currently with Allworth Financial, L.P. in Albuquerque, NM, where he has worked since 2022. Prior to joining Allworth, Hudson spent 18 years at Uasnm, Inc. d/b/a Uas Wealth Advisors and two years at Universal Advisory Services Inc. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial planning, portfolio management, qualified retirement consulting, and investment solutions through a combination of quantitative and qualitative analysis.

Joseph Kopczynski is a financial advisor at Allworth Financial, L.P. in Albuquerque, NM, holding a Series 63 designation with 23 years of industry experience. He has worked at Allworth Financial since 2022 and previously spent 18 years with Uasnm, Inc. d/b/a Uas Wealth Advisors and two years at Universal Advisory Services Inc. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm employs both quantitative and qualitative analysis through an Investment Committee to create customized investment allocations and offers various portfolio strategies along with financial planning and retirement consulting services.

Donald Mcdaniel is a CFP® professional affiliated with Allworth Financial, L.P. in Albuquerque, NM, with 15 years of industry experience. His prior roles include positions at UAS Wealth Advisors and Bancwest Investment Services, among others. Allworth Financial serves a diverse client base, providing financial and wealth planning, portfolio management, retirement plan consulting, and education through newsletters, podcasts, and seminars. The firm uses a combination of quantitative and qualitative analysis to implement customized investment strategies across various asset classes and specialist portfolios.

Michelle Phillips is a financial advisor with Allworth Financial, L.P. She holds Series 63 and Series 65 licenses and has 24 years of industry experience. Her prior roles include positions at Horter Investment Management, Oxford Wealth Advisors, and Wells Fargo Investments. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension plans, trusts, and charitable organizations. The firm employs a combination of quantitative and qualitative analysis through an Investment Committee to create customized portfolios and offers a variety of strategies and specialist portfolios, alongside financial planning and retirement consulting services.