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Dedicated Professionals. Personalized Service

We believe successful financial planning begins with strong relationships. Meet the team committed to helping you make informed decisions with confidence.

Dedicated Professionals. Personalized Service

Dedicated Professionals. Personalized Service

We believe successful financial planning begins with strong relationships. Meet the team committed to helping you make informed decisions with confidence.

Aaron Lucero, CFP®, ChFC®

Financial Advisor

aaron@terrafirmawm.com

Aaron Lucero brings more than 25 years of experience providing financial guidance to individuals, families, and business owners. He understands that financial planning and investment management can feel complex and overwhelming, and he...

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Kurt Heyduck

Financial Advisor

Kurt@TerraFirmaWM.com

Kurt has more than 40 years of experience in the financial services industry and devotes himself to Terra Firma’s mission of helping clients implement investment plans in pursuit of their financial goals. Kurt graduated from Western...
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Dane Lucero

Financial Advisor

dane@terrafirmawm.com

Dane is a financial advisor dedicated to helping clients navigate important financial decisions through personalized wealth management and comprehensive financial planning. Before joining Terra Firma Wealth Management, he worked in...
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Fred Farris

Financial Advisor

fred@terrafirmawm.com

Fred Farris helps individuals, families, and business owners navigate the complexities of wealth management through personalized financial strategies designed to align with their long-term goals and values. He is committed to building...
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Nanette Streubel

Operations Manager

Nanette@TerraFirmaWM.com

Nanette is an integral member of the Terra Firma Wealth Management team, providing strong client service, administration duties, and operational support. Nanette has worked in the financial services industry for more than 20 years,...
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