Meet Our Staff

Peter D. Murphy
Captain, United States Navy, Retired
Retirement & Estate
Planning Specialist

Peter is the Advisor for this office and works intimately with clients to develop plans and programs that satisfy important life needs. His qualifications include:

Registered Investment Advisor Representative
Registered to sell securities in New Mexico, District of Columbia, Maryland, Massachusetts, Montana, New Hampshire and Virginia
Financial Industry Regulatory Authority (FINRA) Series 6, 63 & 65
Life, Health & Long-Term Care Insurance Licensed in New Mexico, District of Columbia, Maryland, Massachusetts, Montana and Virginia
Member of the Financial Planning Association
Active member of the Santa Fe Chamber of Commerce

Peter is a 27 year career Naval Aviator and former Commanding Officer of Strike Fighter Squadron Two Five (VFA 25) and USS TARAWA (LHA 1). His Naval experiences include tours as a Financial Budget Analyst and Acquisition Executive within the Office of the Secretary of Defense.

Peter holds a Bachelor of Arts degree in Mathematics from Wesleyan University, CT and a Master of Science degree in National Resource Strategy from the Industrial College of the Armed Forces, Washington DC.

Lisa Murphy
Office Manager

Lisa runs our office and keeps all the parts organized and moving seamlessly. She is often the first point of contact for clients and is ready, willing and able to assist them in any way she possibly can. Her qualifications include:

15 years of Business Owner experience
Extensive knowledge in Office and General Management
Active member of the Santa Fe Chamber of Commerce
A firm commitment to customer service excellence

Lisa holds a Bachelor of Arts degree in Education from San Diego State University.