View UNM’s Coronavirus Guidance for Employees.
As a UNM employee, you have the opportunity to participate in complimentary financial planning, including budget, credit, and debt management, retirement planning, insurance and investment recommendations, and more.
Licensed representatives from UNM’s voluntary 403b and 457b Voluntary Retirement Plan investment providers are available to provide these services virtually by appointment.
Contact a representative below
Financial Advisors are available by appointment. Call 505-930-7221 or Click here to schedule an appointment.
Angelo Burns
Angelo.Burns@aig.com
505-400-8484
Karen Schotter
Karen.Schotter@aig.com
505-795-1270
Larisa Holiday
Larisa.holiday@aig.com
505-331-9334
Retirement Planner Rose Ronquillo Financial and retirement planning is available by appointment.
Rose Ronquillo Fidelity Branch Office, ABQ Uptown
Rose.Ronquillo@fmr.com
505-228-2900 800-418-6291
For your complimentary consultation, please call CUSO Financial Services at 505-872-5434 (800-347-2838 outside the Albuquerque area) or click here to schedule an appointment.
John Habing
jhabing@nusenda.org
505-872-5434
Justy Armijo
armijo@nusenda.org
505-889-5101
Jeremy Aguilar
jeaguilar@nusenda.org
505-872-5221
For immediate assistance with general questions, please call TIAA at 800-842-2252.
To schedule an appointment with a TIAA Financial Consultant, please call 800-732-8353 or click here to schedule an appointment.
Call Legacy Financial Group at 505-839-0224 to schedule an appointment.
Financial Advisor Cris Giron
Cris.giron@voyafa.com
(505) 839-0224
CPA/PFS Edwin Fernandez
Edwin.fernandez@voyafa.com
(505) 321-8515
Financial Advisor Mario Torres
Mario.torres@voyafa.com
(505) 350-5421
Financial Advisor Antavius Greathouse
Antavius.greathouse@voyafa.com
(512) 680-2161
