Tricia Gunter has more than 20 years of experience helping clients plan for and achieve their financial goals. She believes in taking the time to truly listen—understanding each client’s values, priorities, and concerns—before implementing customized strategies tailored to high-net-worth individuals and families. Her thoughtful approach is designed to provide clarity and confidence in the face of ever-changing markets.
Tricia has been a CERTIFIED FINANCIAL PLANNER™ professional for over a decade, demonstrating her commitment to the highest standards of excellence and fiduciary responsibility in financial planning.
A native of Northern New Mexico, Tricia deeply appreciates the rich culture and creative spirit of Santa Fe. As the proud mother of two talented daughters, she enjoys supporting the arts—especially dance and theatre—and can often be found cheering from the audience.
Tricia is passionate about education for young women and supporting artisans around the world. She actively volunteers with the International Folk Art Market, supports artisan businesses, and welcomes visiting artists and their families when they travel to the United States.
To Top