Our team of professionals have decades of cumulative experience and are ready to help you meet your financial goals.
Kirk joined UAS Wealth Advisors in 1999 and presently serves as Chief Financial Officer and Chairman of the Investment Committee. His responsibilities include directing investment policy, overseeing client portfolios, and managing the...
Austin serves as UAS' Chief Investment Officer. He is a New Mexico native, raised in Farmington, NM and aged in Albuquerque, NM. He started with UAS in 2005, and has over 14 years of experience advising families with financial...
Kathy serves as the Operations Manager for UAS Wealth Advisors. She works tirelessly to deliver an exceptional experience -- whether on-boarding a new client, fulfilling a client cashiering request, or developing & implementing better...
Taylor serves UAS Wealth Advisors in the role of Financial Planning Analyst. She graduated from the University of New Mexico in May 2020 with a degree in Economics and a minor in Statistics. Native to New Mexico, Taylor is passionate...
Paula Calhoun
QuickBooks Pro Advisor - Supervisor of Client Bookkeeping & Administrator of Human Resources
505.856.7000
Paula oversees our Client Accounting Services and manages all of the Human Resources for UAS. Paula brings over 29 years of solid accounting experience, with expertise in payroll and payroll tax reporting. She has an extensive working...
Bocian Daily "Bo" joined UAS Wealth Advisors in 2020. Her can-do attitude, customer service experience and high standards, make her a great addition. Bo assists with client communication, front office management, operations support,...