Welcome to NTA

NTA is a non-profit association dedicated to serving professionals who consult with business owners and C-suite executives.

Our members contribute to a diverse, globally competitive economy by continuously fostering expansion of their professional expertise and capabilities in their communities by providing educational opportunities and developing collaborative relationships between their fellow Trusted Advisors.

Reciprocation.
Collaboration.
Innovation.

Our goals include:

  • Developing a network of experienced professionals who help members become more profitable and who continuously improve their clients' operations.
  • Offer professional development opportunities to our members and their networks of Trusted Advisors so they can provide the best possible service to their clients.
  • Serve as a trusted partner with local economic development agencies so that we actively help our business communities thrive.

Local networks currently operate in Colorado and New Mexico. As member-directed organizations, affiliates of the umbrella organization manage their own programming and meeting activities. The NTA Advisory Board, made up of members from all state chapters, ensures that essential structures, values, and principles permeate the entire network of Trusted Advisors and that NTA is responsive to the ever-changing world of business.

Invitations to meetings are extended personally by members in conjunction with individual chapter membership criteria as well as unifying characteristics embraced by every chapter of NTA.

 
ABQ Westside Member Spotlight:
Nate Lorenz
Pulkos CPAs
Bernard Ela
ABQ Midtown Member Spotlight:
Bernard Ela - Financial Advisor, Edward Jones Investments

I help busy people avoid doing stupid things with their money.

New Day for ABQ West Side Meeting

The Albuquerque West Side Meeting is moving to a new day.  Starting with the March meeting, the west side meeting will meet on the 2nd Thursday of the month.  For March 2018, that will be the 8th.

Luncheon - How Will the New Tax Laws Affect You, Sponsored by Pulakos CPAs

Pulakos CPAs is sponsoring a luncheon for all NTA members regarding the new tax law changes.  This will deal with individuals and businesses, so it will be relevant for all members.  The meeting will be on the 15th of March at Maestas & Wards offices, lunch served at 11:30 and presentation starting at Noon.  Robert DePasquale will be leading you through the new act. 

Attendance is limited, so sign-in to register now.

New Denver South Meeting

The National Organization of Trusted Advisors and Colorado Trusted Advisors are proud to announce the formation of the New Denver South Group. This meeting will occur on the 2nd Thursday of each month and will be held at Insperity located at 4600 South Syracuse Street | Suite 650 | Denver, CO 80237.  The Meeting will be from 7:30am to 9:00am with early networking beginning at 7:15am. 

Christopher Blair
Denver Midtown Metro Member Spotlight: 
Christopher Blair — The Maestro
President, Maestro Associates

We help our clients achieve their goals and their ideal life through comprehensive flat-fee financial planning.  We act as the conductor to bring coordination and clarity to their financial world.

Denver North Member Spotlight: 
Peter Holtgreive —  Principal, Partners in Business Excellence, LLC

I help your business reach its goals so that you can provide jobs to those who need them and want them, and not have to lay off good employees.

Request and Event Invitation

Interested in attending an upcoming event?

Request an Event Invitation