Broker Check

David Gaona, CFP®

LPL Financial Advisor

(505) 828-1188

david.gaona@lpl.com

David L. Gaona, CFP® has been President/Co-Owner of Bold Financial Group since 2005 and has over 15 years experience as a Financial Advisor. David provides comprehensive financial planning advice to individuals and small to medium...

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Adam Coffing, CFP®

LPL Financial Advisor

(505) 828-1188

adam.coffing@lpl.com

Adam Coffing joined Bold Financial Group in January 2017. Driven by his passion for people and wanting to make a difference in other's lives, Adam is motivated each and every day to bring a high level of care and attention to each...

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Megan Cunningham

LPL Registered Administrative Associate

(505) 828-1188

megan.cunningham@lpl.com

Megan joined the team in July 2018. In 2019, In her free time, Megan enjoys DIY projects and being with her husband and two kids.

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Jenna Coffing

Operations Manager

(505) 828-1188

(505) 823-2344

jenna.coffing@lpl.com

Jenna has been apart of Bold Financial Group since 2008 serving in a variety of roles. As Operations Manager, she helps ensure that all aspects of the business are running smooth and effective. In her free time, Jenna enjoys watching...

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Lauren Torres

Client Service Specialist

(505) 828-1188

lauren.v.torres@lpl.com

Lauren is dedicated to provide our clients excellent care and customer service. She works meticulously ensuring every account is complete and accurate. Our clients love her warm personality and hospitality. Lauren is an Albuquerque...
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Tammy Stidworthy

Client Service Specialist

(505) 828-1188

tamara.stidworthy@lpl.com

Tammy is an integral part of Bold Financial Group as she diligently works behind the scenes. She ensures the on-boarding and maintenance process for our client's accounts is thorough and accurate. She loves interacting with the clients...

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