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.

brian menicucci
ABQ Westside Member Spotlight:
Brian Menicucci— President, Menicucci Insurance Agency, LLC

New and unique independent insurance agency helping businesses and individuals customize insurance programs that help them protect their assets and minimize their costs.

Bernard Ela
ABQ Midtown Member Spotlight:
Bernard Ela- Financial AdvisorEdward Jones Investments

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

Guest Newsletter Sign-up

Ryan Thorpe Reviews the 2019 Annual Conference

Lets Talk Business NM LogoLet's Talk Business New Mexico host Ryan Thorpe reviews the 2019 Annual Conference and gives his key takeaways.

Listen to the Podcast

 

2019 Annual Meeting Recap Video

Request and Event Invitation

Interested in attending an upcoming event?

Request an Event Invitation
Colorado Trusted Advisors

Colorado Trusted Advisors

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.

jayne sanders
Denver North Member Spotlight: 
Jayne Sanders—Purpose & Law of Attraction Coach, Purpose Wisdom

I serve leaders and business owners who are feeling stuck and unfulfilled. Using a neuroscience technology along with my proprietary coaching process, I help leaders achieve all the good stuff that everyone craves in their lives and work.

Eric Southward - Insperity
Denver South Member Spotlight: 
Eric Southward — Business Performance Advisor, Insperity

I support owners of small and mid size businesses to succeed by helping them run better, grow faster, and make more money so communities will prosper.

CODE OF CONDUCT

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