Albuquerque, NM Juan Tabo Boulevard Office

Shae Saxton is a financial advisor with Lakeridge Wealth Management LLC in Albuquerque, NM. He holds a Series 66 designation and has three years of industry experience. Prior to joining Lakeridge, he worked at Fidelity Investments and Flandermeyer Financial, LLC. Outside of advisory services, he is also involved in insurance sales. Lakeridge Wealth Management LLC is a multi-advisor firm managing approximately $700 million for over 1,000 clients. The firm offers discretionary investment management, financial planning, and retirement plan advisory services, utilizing a fundamentally driven approach that emphasizes ETFs and mutual funds while maintaining flexibility to include individual securities and alternative investments.

Dalton Herrin is a financial advisor at Lakeridge Wealth Management LLC in Albuquerque, NM, holding a Series 65 designation with two years of industry experience. His prior roles include work at Rocky Mountain Conservancy and operating as a sole proprietor. Lakeridge Wealth Management provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and charitable organizations. The firm offers customized portfolios primarily using ETFs and mutual funds with a long-term approach and discretionary trading authority.

Connie Lee is a CFP® and CFA® professional at Lakeridge Wealth Management LLC with one year of industry experience. Prior to joining Lakeridge, she worked for National Technology & Engineering Solutions of Sandia, LLC for 14 years. Lakeridge Wealth Management provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and charitable organizations. The firm delivers customized portfolios using fundamental analysis and a long-term orientation, serving a range of clients including high-net-worth individuals.