Meet the Team

The dynamic duo.

Mary Lou Dobbs


As a former banking executive with years of experience in the field of executive-benefit compensation, Mary Lou Dobbs knows how to make your money work for you. She helps business professionals transition money from business to personal funds with customized, tax-efficient strategies. She has authored two nationally published books; Southwest Airlines Magazine, Business Outlook and many other industry magazines feature her articles on succession planning and estate planning. Mary Lou reminds people to live life full throttle.

Zeke Chavez

Senior Vice President

Zeke educates clients on the most current business strategies; he focuses on business development, expansion and tax-savings strategies. A University of New Mexico alumni, Zeke graduated with a Bachelor’s Degree in Economics and a minor in Business Administration with a focus in finance. Zeke uses his expertise to help business owners grow their assets through competitive capital-transfer strategies.