David a native of Albuquerque, NM, attended Albuquerque Academy and continued his higher education graduating from the University of Arizona with a Bachelor of Science in Biology.
David began his career as a financial professional in 1983. He established Gallagher Wealth Management and partnered with LPL Financial in 1997 to provide his clients an elevated client experience, transparency, and independent objective investment advice. Over the past 37 years, he has developed and refined his proprietary process, the Double Black Diamond Process which focuses 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 31 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. “
Michelle and Dave met as they were both working in the Wealth Management Industry when she moved to Albuquerque in 1987. After graduating from the University of New Mexico with a master’s degree in Speech Language Pathology in 1990, Michelle worked for Albuquerque Public Schools, focused on raising their two daughters, and volunteered countless hours to the community.
Now that the girls are grown, Michelle enjoys walking their dogs, cycling, quilting, reading books, and working at Gallagher Wealth Management. Her experience as co-owner of Gallagher Wealth Management has provided her with a truly diverse and unique set of skills while maintaining many behind-the-scenes activities daily. Even if you don’t see her at the office, she is always there for you.
Sara is our Client Relationship Manager; she oversees our customer experience and always looks forward to taking care of our clients so they can worry less and enjoy more. Her experience in nonprofit compliance, has fostered her meticulous attention to detail and endless pursuit to be helpful. She has the knowledge to serve our clients and their expectations. She is studying to obtain her Securities Industry Essentials and Series 7 exams and is eager to learn and gain further certifications.
She graduated from UNM (GO LOBOS!) and is very proud to be an adopted “Albuquerquean”. She and her boyfriend are avid dog walkers of their 4 dogs. Sara enjoys trail-running, swimming, cycling, NM United soccer games, and attending musical performances. At Gallagher Wealth Management, she works to ensure that all process are a smooth as possible for our clients.
Bree is an experienced Administrative Operations Manager with 14 years of experience in the financial service industry, the last seven with LPL Financial. At Gallagher Wealth Management, she provides integral support to our team and clients, managing administrative tasks and streamlining back-end operations. Bree is known for her strong communication skills and ability to work collaboratively with clients and colleagues alike.
Bree resides in central California and enjoys spending time with her family, friends, and two dogs. She also loves to be out in nature whether it be hiking, camping, or kayaking. She is committed to providing excellent customer service and ensuring that clients have a positive experience with Gallagher Wealth Management.