Lois Stouffer is a financial advisor with Geneos Wealth Management, Inc. in Santa Fe, NM, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked at Geneos Wealth Management since 2005 and operates Chalice Asset Management LLC. Outside of her advisory work, she is also an artist and provides tax preparation and tax estimates. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a combination of continuous account monitoring, discretionary trading, and various analytic strategies, with customizable portfolio options and access to third-party money managers.

Ramona Malec is a financial advisor at Geneos Wealth Management, Inc. with nine years of industry experience. She holds the Series 66 designation and has worked at Geneos Wealth Management and Chalice Asset Management since 2017, following twelve years at Lois Stouffer CFP. Outside of finance, she is an actor and serves as a board member for Scottish Athletics International. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services using a variety of analytic approaches and strategies, with options for discretionary trading and customized portfolios.