Comprehensive Wealth Management, Built Around You
Your financial journey is unique, and so is our approach. We take the time to understand your vision, values, and long-term goals, building a strategy that evolves with you. As your trusted fiduciary partner, we provide expert guidance, innovative solutions, and a personalized roadmap to support every stage of your financial life. With a commitment to transparency and lasting relationships, we help you navigate complexity and create a future aligned with what matters most to you.
Robert Requard
Financial Advisor
When Robb started his practice he had a vision to provide a client experience that was bespoke and collaborative. He wanted a practice that put his client’s interests first and encouraged other professionals to enter the conversation to provide the best possible outcomes. He is proud that his clients have affirmed his vision. The greatest compliment to this is his clients’ consistent referrals. If you are reading this, you are likely here because of such a referral.
Robb began his career in the insurance industry almost two decades ago and quickly moved to develop a comprehensive practice that was fiercely independent. You’ll often hear him state “I represent my clients, not a company”. He believes that financial planning is a strategic discipline balanced by an individual client’s values—their “why”. His clients are deeply committed to see their plans succeed because of his method. He specializes in retirement planning, estate planning, and investment portfolio management - all carefully inclusive of his client’s “why”.
He completed his Bachelor of Science in Psychology at the University of New Mexico and studied at UNM’s Anderson School of Business in pursuit of a Master’s in Business Administration before being lured away with a job offer in his first year. He completed his Financial Planning Certificate at the University of Texas.
Robb has southern roots and a mountain soul. Originally from Virginia, he was raised in New Mexico and lives in Dripping Springs, TX. That mountain soul inspires Robb’s great getaways. You will find him fly fishing, backpacking, mountain biking, skiing, or hiking when away from the office.
Weldon Neff
Financial Advisor
Detail-oriented, loyal and passionate leader are consistent words used to describe Weldon. After 25-plus years of leading and managing people, he has an inherent ability to focus his attention on each individual he meets by listening effectively and paying close attention to detail. Previously the CEO of an organization of 140+ employees that involved a diverse level of administrative responsibilities, his most important attribute as a natural leader is never losing sight of the importance of individual needs as he is passionate and cares about every client he serves.
Weldon’s steadfast philosophy for all aspects of life is to live for today and plan for tomorrow! His professional mission and focus is to help clients achieve their goals while planning for tomorrow.
Weldon received a Bachelor of Arts degree from Colorado State University and a Master of Science in Judicial Administration from Denver University College of Law. He is a Series 65 licensed Financial Advisor and is licensed in Life, Accident, and Health Insurance.
When he is not focusing on his client’s needs, Weldon is spending time with his wife, Traci, their son Conner, and traveling to visit their adult son, Joel, and his family in Arizona. He is always open to a challenge on the golf course, enjoys playing tennis with his family, traveling, and spending time outdoors. Weldon is the Board Chairman for the First Tee of the Four Corners, which teaches golf and more importantly life skills, to over 10,000 youth in New Mexico and Colorado.
Louis DiMuro
CPA and Financial Advisor
An experienced and highly qualified financial professional, Lou has owned and operated a successful Arizona based accounting firm since 2005. Prior to this endeavor he was a senior auditor for a large national accounting firm, a financial analyst with a boutique investment bank, and a financial controller for a large for-profit healthcare system.
Knowledgeable in financial matters from both a tax and business perspective, Lou helps clients achieve their financial goals both during their working years and throughout retirement.
Lou graduated Cum Laude with a BBA from the University of San Diego. He is a licensed CPA, a Series 65 licensed Financial Advisor, and is licensed in Life, Health and Disability Insurance.
An outdoor enthusiast, Lou enjoys hiking and golfing when the Arizona weather permits. A huge sports fan, he now watches all the sports he used to play, from the sidelines. He and wife Marie have two adult children and recently became grandparents.
Kereth Connolly
Chief Operations Officer
Kereth is a dynamic and thoughtful coordinator whose approach to her work reflects her approach on life. She has a distinct perspective on organization and believes it’s a means to an end, a way to anticipate and circumvent challenges that may steer a ship off course — a way to critically keep the goal in mind.
As such, Kereth has developed and improved systems and processes for Connolly Financial that uphold the overarching mission: personalized, holistic and highly technical planning, delivered with integrity.
It began years ago through her experiences in the hospitality industry. Through managing employees and multitasking, she learned to keep the many moving pieces of an operation in tandem with one another, even in the face of unexpected obstacles. Kereth learned that impeccable results are only possible when empathizing with — and empowering — those around her. Her managerial perspective is that supreme attention to detail and an ability to understand others are essential to reaching an overall vision, as is laughing along the way.
An Aristotlean concept gleaned from her philosophy studies at the University of Auckland in New Zealand continues to ring true today: the end has a meta-physical superiority over the means. Through preparing and managing budgets, improving company efficiencies, analyzing financials and managing personnel, Kereth keeps the Connolly Financial ship on track and moving towards the “end,” the goal — their clients’ overall well-being.
Kereth and her husband Shaun currently live in the Four Corners where they enjoy spending time together with their two boys in the great outdoors. They love to vacation internationally to expose their kids to different cultures and perspectives.