Molly Ritz, CFP® started her career in the financial services industry in 2006, when she began working with the Ulrich team. She has extensive experience in areas including client support and communication, account administration, and investment performance reporting. She collaborates with the capital markets review team, adjusts portfolio modeling and implements asset allocation and investment manager changes. Molly is actively involved in the investment and rebalancing of client accounts, monitors compliance with investment guidelines, and assists in the development of comprehensive financial plans for the Firm's clients. She also plays an integral role in client relationship management, investment reporting and preparation of requests for proposal.
Amy Stangel is the Chief Compliance Officer and a Financial Planner. She joined Hanseatic Management Services in 2012. Ms Stangel oversees all back office, compliance, accounting and operations and has 20 years of work experience in those arenas. She obtained her IACCP® (Investment Adviser Certified Compliance Professional) designation in December 2013, and currently holds the Series 65 license. Ms. Stangel is enrolled in a CFP Board registered education program as part of the requirement to obtain the Certified Financial Planner® certification. She obtained her MBA from the University of New Mexico, Anderson School of Management and BA from University of Wisconsin-Milwaukee.
Sarah Valdez is a Client Associate with Merrill Lynch since April 2016, bringing with her 12 years of experience in the financial industry. She started her career in the banking environment before making the shift to investments. She has a Bachelor’s Degree in Business Management and is currently pursuing her Series 7 License. Sarah works with several teams at Merrill Lynch, where her role includes transactional, account and administrative needs. Her experience with banking is a particular benefit to many of her clients. She is the CA Coach for her market, which is an integral role helping lead operations and client service. She currently resides in Albuquerque, NM with her husband and two children. Kaeley Weimerskirch is signed on with KPMG as an Audit Associate and is currently studying for her CPA exam. She is a recent graduate from the University of New Mexico where she graduated with a BBA in Accounting and Finance. During her time at the university she became involved with CFA Society New Mexico through volunteering for society events. Kaeley also become involved with the university by becoming the president of the business honor society, Beta Alpha Psi, and using that experience to mentor other students and other student organizations such as the Financial Management Association. In her free time Kaeley enjoys mentoring students and also enjoys playing trending video games and spending time with her puppy, Guinness.