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Briefcase

BULLETIN BOARD

Medicare: tips, tricks and strategy, a free seminar by Lee Munson, CFA, CFP, at noon on Thursday at the Cherry Hills Library, 6901 Barstow NE. Learn the basic strategies and common pitfalls of planning for retirement health-care costs. Participants will also learn some advanced strategies, and how to avoid mistakes — all in plain English. For advance registration or additional information, call 505-884-3445 or email SeminarNM@PortfolioLLC.com.

The Member Luncheon of the American Subcontractors Association – New Mexico (ASA-NM), will be held from 11:30 a.m.-1:15 p.m. on Thursday at the Courtyard Marriott Journal Center, 5151 Journal Center NE. The featured presentation is Medical Cannabis & The Work Place by Jacob White of Reynold Greenleaf & Associates. Legal liabilities concerning the same subject will be discussed by a member of the Adams + Crow Law Firm. The registration fee is $35 for members and $47 for others. Advance registration is recommended. For additional information, visit www.asa-nm.org. To register, email memberservices@asa-nm.org or call 505-220-7024.

The New Mexico chapter of the Commercial Real Estate Development Association luncheon will be held from 11:30 a.m.-1:15 p.m. on May 14 at the Albuquerque Marriott, 2101 Louisiana NE. The featured presentation is The State of the City Report by Albuquerque Mayor Tim Keller. Tickets are $35. For additional information, call 505-345-6976. To register, visit www.naiopnm.org; or call 505-345-6976.

PROMOTIONS

William Herbst has been named president of Bridgers & Paxton. Herbst will also continue as chairman of the board of the company.

Joseph J. Fluder III has been promoted to chief executive officer (CEO) at SWCA Environmental Consultants (SWCA). Fluder joined SWCA in 2003 as a water resources and GIS specialist in the company’s Albuquerque office. Since that time, he has held a variety of technical and leadership positions, most recently serving as the chief operating officer (COO) for the past four years. He has a bachelor’s degree in environmental geography from Illinois State University; and a master’s degree in geography from the University of New Mexico.

 

WELCOME

The Honorable Timothy L. Garcia has joined Montgomery & Andrews, P.A. Garcia will practice primarily in the areas of mediation and alternative dispute resolution. He previously was a member of the New Mexico Court of Appeals.

Steven Peyer

Steven Peyer has joined the newly opened Il Bosco Italian Country Kitchen at the La Bella Vita Lifestyle Center as Executive Chef. Peyer is a chef, farmer and a pioneer in the infancy of the farm to table and slow food movements and previously worked at the River Cafe in London; Chez Panisse in Berkley, Calif.; Cafe Lago in Seattle; and opened Peter Lowell’s and Forchetta Bastoni in Sebastopol, Calif.

Renee Ennis has joined TriCore Reference Laboratories as chief financial officer (CFO). Ennis previously worked at TriCore for 10 years as the chief financial officer, before working as the vice president and CFO of PDS at Presbyterian Healthcare Services for three years. She is rejoining TriCore and replacing TriCore’s previous CFO, Kent Gordon.

APPLAUSE

Leadership New Mexico have announced the recipients of their Distinguished Alumnus Award and the Distinguished Leadership Award which were presented during the 2018 Leadership New Mexico Annual Awards Dinner, held on May 4. Paul DiPaola, the New Mexico regional president at U.S. Bank has received the Distinguished Alumnus Award; and Phil Bryson, trainer and owner of On the Edge Productions has received the Distinguished Leadership Award.

John Rochester, a Morgan Stanley First Vice President, Wealth Adviser in the firm’s Santa Fe wealth management office, has been named to Forbes Magazine’s inaugural list of America’s Best-in-State Wealth Advisers. Forbes’ Best-in-State Wealth Advisers list comprises a select group of individuals who have a minimum of seven years of industry experience. The ranking, developed by Forbes’ partner SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisers and weighing factors including revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews.

ETC.

Ted Ramirez of Las Cruces has been elected president of the New Mexico State Mediation Association. The statewide association was created to promote the concept of mediation as a method of resolving both conflicts and disputes. In addition, the association charter includes the education of the general public on what mediation is, the benefits of mediation and provides a network of information exchange possibilities for the mediation community in New Mexico. Ramirez has a private practice in Las Cruces that serves New Mexico and West Texas communities and has over 40 years’ experience in overall business financial responsibility and management. He is certified in mediation, arbitration, negotiation and offers ombudsman services to private and government entities.

 

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