New Mexico Chapters

About Us

The New Mexico Trusted Advisors is a founding state chapter of the National Organization of Trusted Advisors (NTA) and was a leader in formulating the values and structure of our national non-profit.  We operate two monthly meetings:

  • The Midtown Albuquerque Chapter meets on the third Tuesday of every month at Pulakos CPAs' offices on Jefferson Street.
  • The Westside Albuquerque Chapter meets on the fourth Thursday of every month at Menicucci Insurance Agency's offices near I-40 and Unser.
  • We also hold periodic Executive Circle events featuring guest speakers from the local business community at Simply Design's conference room located in the lower level of the Century Bank building at San Pedro and Paseo del Norte. Upcoming dates and program details are regularly posted on our Home page.

The 2017 Advisory Board members are:  Brian Menicucci, Dawn Reed, Eric Hall, and Sandy Cody

2017 Annual Meeting Planning Committee members are:  Shelly Branscom, Sandy Cody, Bob Daniel, Patricia Harrison, Janice Honeycutt, Ryan Jaramillo, Gina Kaelin-Westcott, Dawn Reed, Joan Schlueter, and Grace Solis

Specific committee meeting dates and locations are announced at monthly meetings.


Welcome New Members!

Elizabeth Lucero, ChFC

JoHanna Cox, Attorney at Law

Chris Rierson, Western Assurance