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.


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.

Request and Event Invitation

Interested in attending an upcoming event?

Request an Event Invitation
NM Trusted Advisors

New Mexico Trusted Advisors

Lori Shaw
ABQ Westside Member Spotlight:
Lori Shaw—Marketing Guru, XtraMark - Marketing & Xtra Stuff

XtraMark excels at branding, integrated marketing, web design, SEO, copywriting, blogging, email newsletters, social media, and extra stuff to cut through the clutter and attract more customers.

ABQ Midtown Member Spotlight:
Megan McQuay — Divison Director/Senior Executive Recruiter, Parker + Lynch/Accounting Principals

I am an accountant by trade and had the opportunity to move into recruiting for accounting and finance professionals. Over time I have expanded my recruiting expertise to include office professional and human resources.

Guest Newsletter Sign-up

Colorado Trusted Advisors

Colorado Trusted Advisors

Willie Pinkston, Podium Benefits
Denver Westside/South Member Spotlight: 
Willie Pinkston — Employee Benefit Consultant, Podium Benefits

We are employee benefit advisors who love small business and are committed to serving our clients by delivering a world class benefit program to their team members year after year.

Roger Kleckner
Denver North Member Spotlight: 
Roger Kleckner—President, Ascent Sales Advisors

I do custom sales training, sales workshops and sales consulting. Over 30 years experience in sales management and training working for some of the largest companies in America. I bring this expertise to small-to-medium size companies.


The National Organization of Trusted Advisors (NTA) is the premier non-profit association for professionals who provide services and products to business owners, organization leadership, and C-suite executives. Members possess a trusted advisor business acumen that not only benefits their clients and prospects, but also their network through quality connections and ongoing reciprocation.

The NTA Code of Conduct guides its members, leaders, Board members, executive staff, committee Chairs and members, volunteers, partners, and sponsors in their conduct when acting on behalf of the national organization or one of its state chapters. This Code of Conduct contains broad principles reflecting the types of behavior members are expected to exhibit toward one another, their clients, their strategic partners, and the business community at large.

All NTA members and those who support the national organization and its state chapters will:

  • Openly tell the truth in a manner that is respectful of the individual and NTA.
  • Understand, respect, and support all members of NTA.
  • Respect the confidentiality of sensitive information about its members, applicants, staff, volunteers, partners, and sponsors.
  • Not advance personal interests at the expense of NTA or its membership.
  • Provide credible and effective involvement with NTA or one of its state chapters without personal bias.
  • Positively contribute, in words and in action, to the continued growth of NTA, its mission, and the state chapter to which you belong by sharing ideas, experiences, and knowledge.
  • Abide by the governing documents and policies of NTA and those of the state chapter to which you belong and represent the organization in the business community in a professional, respectful, and ethical manner.

NTA or its state chapter reserves the right to terminate any relationship with any member, leader, Board member, executive staff member, committee Chair, volunteer, partner, or sponsor who violates this Code.

Download National Organization of Trusted Advisors Code of Conduct