David Gaona, CFP®
LPL Financial Advisor
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...
Adam Coffing, CFP®
LPL Financial Advisor
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...
Megan Cunningham
LPL Registered Administrative Associate
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.
Jenna Coffing
Operations Manager
(505) 823-2344
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...
Lauren Torres
Client Service Specialist
Tammy Stidworthy
Client Service Specialist
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...