With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Caroline Dangel

CRPC

Associate Financial Advisor

Learn more about Caroline Dangel Visit Caroline Dangel's website

David Hurwitz

CFP®, BFA, CRPC, CRPS, RICP®, APMA, AIF®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about David Hurwitz Visit David Hurwitz's website

Jackson Owen Wiles

CFP®

Associate Financial Advisor

Learn more about Jackson Owen Wiles Visit Jackson Owen Wiles's website


Our team

Andrea Noel Rodriguez

Andrea Noel Rodriguez

Client Service Manager,

Chartered Retirement Planning Counselor™

Personal Intro

Noel was raised in NM and AZ where her family has lived for generations. She returned to her hometown of Silver City, NM in 2020 and enjoys the outdoors, spending time with family and playing music.

Qualifications

  • Chartered Retirement Planning Counselor

  • Bachelor of Science in Business Administration

Roles & Responsibilities

  • Manages client service model and scheduling
  • Manage practice operations
  • Coordinates client events
  • Transaction assistance
  • Account maintenance
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