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Wealth Management Group
First National's Wealth Management Group provides comprehensive services to assist you with all aspects of your financial planning and goals.

Our account executives combine professional expertise with extraordinary service to give you a distinct advantage in achieving all your financial goals.

Private Financial
Services

Customized services managed by a personal account executive.

Trust

Offering a full range of trust and estate planning services.

First Santa Fe Advisors

Investment Advisory Services for institutions, individuals and families.

First Santa Fe
Investment Services

Full-service brokerage.

Wealth Management Group
Our Professionals

• First Santa Fe Advisors

David Marion

Kristina Alley

David Kantor

• Private Financial Services

Pat Murray

Kevin Flores

Noel Valencia

• Trust

Pam Martin

Ellen Tipton

 



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