Broker Check

Team

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.

 

Steven Margulin

Managing Member & Lead Advisor

(505) 345-6611

(505) 345-6633

Steve@RetirementExtender.com

Steven P. Margulin is a well-known financial advisor and life coach in Albuquerque, New Mexico, who has advised on well over $100 million of investments since 1993. Steve has made a life-long commitment to learning and has earned the...
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Holly Strickland

Client Services Manager

(505) 345-6611

(505 345-6633

Holly@RetirementExtender.com

Holly joined the firm in 2014 and has gained considerable experience in working with new accounts, account transfers, and handling account paperwork and service requests. Holly works primarily with client’s A through L and strives to...
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Julie Franchini

Client Services Manager & Investment Advisor

(505) 345-6611

(505) 345-6611

Julie@RetirementExtender.com

Julie, a graduate of Michigan State University, has prior experience in commercial insurance underwriting. She joined the firm in April 2016. As an Investment Advisor, Julie provides advice and analysis about securities. Julie also...
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Yilian Martinez

Tax & Financial Planning Assistant

(505) 345-6611

(505) 345-6633

ymartinez@margulincpa.com

Yilian is originally from Cuba and joined us in 2015. Yilian has a background and experience in Mathematics and Statistics. Yilian supports our clients by preparing and updating financial plans and optimizing Social Security strategies...

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Laurel LeGate

Director of Research & Technical Writer

(505) 345-6611

(505) 345-6633

llegate@margulincpa.com

Laurel maintains our research library and writes articles for our newsletter and website. She also helps to maintain our policies and procedures manuals. Laurel’s background is in the field of Education where she worked as a middle...
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Jamey Browning

Chief Technologist

(505) 345-6611

(505) 345-6633

jbrowning@margulincpa.com

A native of New Mexico, Jamey recently retired after 35 years in Aerospace Engineering. He joined us in 2014 and has helped to establish a technological vision and leads the business area’s strategic technology plan development. Jamey ...
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Patricia Kamauoha

Administrative Assistant

(505) 345-6611

(505) 345-6633

pkamaouha@margulincpa.com

Patricia has been with the firm for 20 years and is now working part time supporting our front office. She is responsible for making sure clients have a positive experience with Retirement Extender. Accommodating and organized, she...
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Trish Maxwell

Administrative Assistant

(505) 345-6611

(505) 345-6633

tmaxwell@margulincpa.com

Trish recently retired but found that staying at home wasn’t her cup of tea, and has joined us part time. She is responsible for making sure clients have a positive experience with Retirement Extender. Trish greets clients as they...
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MJ Kawamoto

Jr. Financial Analyst

(505) 345-6611

(505) 345-6611

mjkawamoto@margulincpa.com

An Albuquerque native, MJ helps to prepare Aging of the Portfolio reports (AOP) by analyzing cash flow and determining how much to fund different retirement periods. He also helps to create portfolios that match our client’s risk...
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Crista Benavidez

Director of Community Outreach

(505) 345-6611

(505) 345-6633

Crista is an internationally recognized speaker specializing in interpersonal communication and organizational learning. She holds a Master of Arts degree, with Distinction, in Organizational Learning & Instructional Technology and...
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