Experience makes all the difference

We provide portfolio management and retirement planning through our 40 years of combined experience. Our team strives to have the most current information and knowledge provided by RBC Wealth Management as well as outside independent sources in order to better serve our clients.

We meet with clients periodically to see that all concerns and questions are addressed; conversations are welcomed and encouraged as needed. We will provide a financial goal analysis to help determine our clients’ progress toward current and future financial needs, which may include retirement, insurance, estate and risk planning services. Our administrative team is available during business hours to help solve any operational issues that may arise. Seminars are provided that are both educational and investment based.

We are involved in our community as a team as well as individually. We hold an annual adopt-a-thon to benefit the local animal community and are actively involved in the Interfaith Hospital Network, Hadassah, St. Jude Children’s Hospital and All Faiths Receiving Home.

We also explore opportunities to get to know our clients and provide the best possible experience available.

Carl Eckelman

Carl Eckelman

Managing Director - Financial Advisor, Senior Consulting Group

855-602-2886
Joseph Bergamo

Joseph Bergamo

Senior Vice President - Financial Advisor, Consulting Group

505-219-7637
Brad Yablonsky headshot

Brad Yablonsky

Senior Vice President - Financial Advisor, Consulting Group

505-872-5964
Email |
Jack Lamm headshot

Jack Lamm, CFP®

Vice President - Financial Advisor, Consulting Group

505-872-5965
Justin Welch

Justin Welch

Senior Registered Client Associate

505-872-5966

Rose Chavez

Senior Registered Client Associate

505-872-5968
Katie Eckelman

Katie Eckelman

Registered Client Associate

505-872-5967

Meet the team

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