Broker Check

Team

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

John Garton, Registered Principal, ChFC

Investment Advisor Representative and Registered Representative

505-250-0044

505-768-7123

jgarton@cuefinancial.com

John started his financial services career in 1987. He has been an advisor with CUE Financial Group/Securities America since 1992. He holds a bachelors degree in Agribusiness and Finance from West Texas State University. John is a...

Read more

Daniel Garton,Registered Representative

Investment Advisor Representative

505-440-0476

505-768-7123

dgarton@cuefinancial.com

Dan Garton is a Registered Investment Advisor and has been with CUE Financial Group/Securities America since 2004. He feels it is important for clients to know how investing and investments work and understand how risk vs. reward could...

Read more

Kyra Garton, Administrative Assistant

Processing, Client Support, and Compliance Support

505-768-7155

505-768-7123

kgarton@cuefinancial.com

Kyra has been an administrative assistant with CUE Financial Group/Securities America since 1992. Her role is to keep the office organized and running efficiently. In addition, Kyra helps with customer service and handles most of the...

Read more

Lori Davidson, Administrative Assistant

Phone Center and Client Support

505-768-7155

505-768-7123

ldavidson@cuefinancial.com

Lori has been with CUE Financial Group/Securities America since 1997 as an administrative assistant and quickly realized that she enjoyed interacting and developing relationships with clients. Lori holds a FINRA license. Her...

Read more

Britney Gorley, Administrative Assistant

Processing and Client Support

505-768-7155

505-768-7123

bgorley@cuefinancial.com

Britney has been working as an administrative assistant with CUE Financial Group/Securities America since May of 2017. Her role is to help keep the office organized and running efficiently. She also helps with customer service and...
Read more