Broker Check

Our Team

How We Work

Enchantment Wealth Management is made up of four advisors and one client associate who share a genuine passion for financial planning. We serve clients across the nation, with our office in Santa Fe, New Mexico and a second office in Overland Park, Kansas.

Our team brings a wide range of backgrounds, experiences, and perspectives, and we value the diversity and inclusivity that each person contributes. We work hard, we support one another, and we take pride in the culture we have built. What unites us is a shared commitment to thoughtful guidance, meaningful relationships, and the belief that good financial planning can change lives.

We enjoy collaborating, learning from each other, and combining our strengths to serve clients with clarity, care, and professionalism. Our clients feel that energy, and they benefit from the collective insight of a team that genuinely enjoys the work we do.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team