Our Team


As a unified team coupled with our collective experience, we support our clients and their families for generations to come.

Kyle J. Burns
PRESIDENT, CFP®
Jeffrey W. Sand
PORTFOLIO MANAGER, CFP®
Contessa M. Archuleta
FINANCIAL ADVISOR
Keren James
FINANCIAL ADVISOR
Anthony D. Penner
SENIOR RELATIONSHIP MANAGER
Bonita Gurule
CLIENT SERVICE ASSOCIATE

The Rikoon Group

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