(505) 269-0817

Knowing Your Roots

Planning for a Successful Harvest

Marilyn Evans

Investment Advisor & CFP ®

Marilyn was born into a farming and ranching family in Northern California’s Sacramento Valley. In 1979, she made a home in New Mexico, where she met her husband and raised her daughter. However, she never forgot her roots. Marilyn began her career as a financial advisor in 1987, specializing in retirement, distribution and financial planning. In 2010 – after 22 years –she decided to become an independent advisor. She now holds Securities Registrations 6, 7, 26 and 63 through Veritas Independent Partners, LLC. as well as Life and Variable Annuity Insurance licenses in New Mexico and many other states. She has been a successful Certified Financial Planner™ since 1994.

Kendraya Dewberry, MBA

Account Specialist/Sowell Management Partner

 

Kendraya excels in her role as a solutions consultant because of her innate problem-solving abilities, exceptional organizational skills, and passion for collaborating with others.

Kendraya came to Sowell Management from Ameriprise Financial Services, where she was the account services manager. She has a cross-section of professional experience, having served in previous roles that include advertising manager at Patientpoint, a tech solutions company for the healthcare industry, as a marketing account executive for The Design Group, a communications firm, and as a legal assistant for Cross, Gunter Witherspoon and Galchus, a Little Rock-based law firm. She has extensive experience in client relationship management, project management, and administrative support. An avid learner, Kendraya earned her BBA with a major in business management and an MBA from the University of Arkansas at Little Rock.

A native of Whitehall, Arkansas, Kendraya is the proud mom of her young son, who is the light of her life. She admires his intelligence, inquisitiveness, sweetness, and remarkable personality, she says. She was proud to be a stay-at-home mom for the first part of his life, and today she prioritizes her time with him – especially enjoying the outdoors. In her free time, Kendraya enjoys writing, cooking, discovering new restaurants, listening to music, exercising and traveling, although quality time with family and close friends comes first. And what are her favorite meals? Catfish, spaghetti or a good salad.

Kendraya’s appreciation for communicating and interacting with people from diverse backgrounds and her kind, can-do, uplifting spirit make her a natural fit for her job. She says she strives to grant herself grace and not be the perfectionist she is inclined to be, and she strives to give that same grace to other

Connie Barron

Our Core Values

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Transparent

We believe in being open, honest and transparent with our clients. With transparency comes trust, which is imperative when making critical financial decisions over a lifetime.

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Direct

Proper planning, especially when it comes to finances, allows for freedom and alleviates worry. But not all decisions are easy, and each client is different. We want you to make decisions that are fact-based, so it’s important to us to be truthful and direct with each client we serve.

compassionate

It is important to treat each of our clients with kindness. Decisions about money can be difficult; life is sometimes hard. We’re here with a listening ear and a solid plan – and we communicate with care.

Our Partners

Registered Investment Advisor

Sowell Management

On a daily basis, Harvest Moon works hand-in-hand with Sowell Management. Formed in 1995, Sowell is a pioneer as a fee-based fiduciary and a nationwide industry leader in the Registered Investment Advisor space. Known as an ‘advisor to financial advisors’, Sowell Management is a valued partner providing a full breadth of support and resources with best-in-class technology, portfolio and planning offerings and advisement, back-office services and more. Because of Sowell’s diversity of services and broad strength, Harvest Moon has a solid and trusted partner that helps give back the most precious commodity – more time to spend with you.

Veritas Independent Partners

“It is our mission to provide reputable, transparent Broker Dealer services that support and develop client-focused financial advisors. As a company we have built an organizational culture that fosters a collaborative partnership mentality with and between our family of advisors. We deliver valuable services to advisors beyond the norm that enables them to expand their ability to grow and serve their clients. Securities and advisory services offered through Veritas Independent Partners member FINRA/SIPC.”

Investment Firm

Fidelity Investments

Fidelity is the largest privately-owned investment firm in the US. Being a family held company allows them to be proactive and responsive, and they have earned a reputation for high integrity – making them a perfect fit for Harvest Moon. Partnering with Fidelity gives us the flexibility we require to effectively serve clients whose needs may not conform to the restrictions that often go along with the large firm experience.

Contact

Phone

(505) 269-0817

Location

6565 Americas Pkwy NE, Suite 200 Albuquerque, NM 87110

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