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Who We Are


David M. Gallagher Photo
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David M. Gallagher

FOUNDER & CEO

David M. Gallagher

FOUNDER & CEO | WEALTH MANAGER

david.gallagher@lpl.com

David was born and raised in Albuquerque, NM, he attended Albuquerque Academy and continued his higher education graduating from the University of Arizona in 1981 with a Bachelor of Science in Biology.

David began his career as a financial professional in 1983. He formed Gallagher Wealth Management and partnered with LPL Financial in 1997 to provide his clients an elevated client experience, transparency, and objective investment advice. Over the past 37 years, he has developed and refined his proprietary process, the Double Black Diamond Process, to elevate his service to his clients by focusing on their needs as their lives evolve and unfold.

David, a family and health-first conscious individual, currently lives in Albuquerque where he has two daughters with his wife of over 30 years, Michelle. Outside of work, he enjoys spending time with family, friends, and his dogs. David is a devoted athlete; his favorite outdoor activities include skiing, cycling, and hiking.

“We have a very enlightened philosophy that is fully converged and integrated around the seven apexes of Estate Management, Tax Management, Risk Management, Wealth Management, Cash Management, Philanthropy and Value-Added Services. Our view and our philosophy is: if it is not fully integrated, it is flawed.“

—David M. Gallagher

Marguerite (Maggie) Gallagher Photo
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Marguerite (Maggie) Gallagher

ASSOCIATE WEALTH MANAGER

Marguerite (Maggie) Gallagher

ASSOCIATE WEALTH MANAGER

marguerite.gallagher@lpl.com

Maggie’s passion for helping others came naturally as she grew up watching her father, David, build Gallagher Wealth Management. Her devotion to personalized and exceptional service inspired her to join the firm in 2017.

At the office, Maggie’s main objective is to make sure client’s expectations and service needs are exceeded. During her free time, Maggie enjoys golfing, listening to records, watching the Nashville Predators play hockey, creating ceramics, golfing, and snowboarding. Her favorite Double Black Diamond snowboarding run is McCormack’s Maze at Purgatory. Maggie graduated from Fort Lewis College in 2013 and worked locally in Durango, CO before joining the firm.

Michael Becerra Photo
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Michael Becerra

ADMINISTRATIVE ASSISTANT

Michael Becerra

ADMINISTRATIVE ASSISTANT

Michael Becerra is an Administrative Assistant at LPL Financial. He partners with advisors to provide support on administrative tasks and client management functions.

Michael has nine years of experience in the banking and financial services industry. He’s been with LPL for over five years, serving as senior Service 360 consultant. While in Service 360, he worked with many top advisors providing excellent customer service for high net worth clients, and played a central role in the growth of the advisors’ businesses. He’s developed a strong network within LPL to help facilitate operational tasks and resolve issues. Prior to joining LPL, he was an associate service consultant at TD Ameritrade, and a personal banker at Wells Fargo. He holds a degree in digital marketing and graphic design.

Michael is a native of San Diego and is bilingual in English and Spanish. He’s traveled extensively in Europe, Mexico, and Latin America. His hobbies include hiking, photography, visual arts, history, 80’s music, and soccer. He enjoys spending time with his family, friends, and dog.