Welcome

Life’s journey is full of financial twists and turns – some predictable, others unexpected. Along the way, you might wonder: What should I do to protect my family’s future? Will I have enough? How do I plan for the unpredictable? Whatever your goals, we serve as a “financial compass” to help you stay the course – with a keen understanding of the landscape, a clear long-term plan, and a solid sense of direction.
Services Include
  • Financial Planning1
  • Business Planning2
  • Business Succession Planning3
  • Asset Management4
  • Retirement Planning5
  • Planning for Education Funding6
  • Estate Planning Strategies7
  • Cash Management8
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

6565 Americas Pkwy NE
Ste 400
Albuquerque, NM 87110
US
Direct:
(505) 889-2813(505) 889-2813
Toll-Free:
(800) 776-5973(800) 776-5973

Meet Compass Rose Group

About Me

A 32 year veteran of the financial services industry, Chuck focuses on financial planning solutions for high net worth individuals. He is a Senior Vice President at Morgan Stanley, a member of the Barron's Top 1000 Advisors in 2009 through 2016 and the Barron’s Top 1200 Advisors for 2017 and 2018, claiming the #1 spot for New Mexico Advisors in 2017. Chuck has helped many clients define and meet their goals through the strategic use of asset allocation, retirement planning and lump sum asset distribution.

Chuck is a native New Mexican, although he spent 6 years in Arizona where he earned a BS in Finance in 1982 and an MBA in business in 1983 at the University of Arizona. He has been married over 34 years to his wife, Pam. They have two sons; Mike completed graduate school at Thunderbird School of Global Management in Phoenix and has begun his career at Stryker Corp in San Francisco. Will graduated from Georgetown Law School in 2017, passed the New Mexico Bar Exam and is currently working for the NCAA in Washington D.C.

Away from work, Chuck enjoys spending time with his family, fishing and is a scratch golfer. He competes in several tournaments a year; in 2011 Chuck won the New Mexico-West Texas Sr. Amateur Tournament. Chuck is the past President of the Board for Albuquerque Country Club, Albuquerque Boy’s and Girl’s Club, and the Rio Grande Food Project. He currently serves on the boards of the Rio Grande Food Project and Tedx Albuquerque.
Securities Agent: TX, NM, CA, WI, WA, VA, UT, PA, OR, OK, OH, NY, NV, NJ, NC, MT, MS, MO, MN, MI, MD, MA, KS, IN, IL, ID, IA, HI, GA, FL, DC, CO, AZ, AR, AL, AK; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
NMLS#: 1262252

About Me

Rondi Thornton is a Senior Vice President and Wealth Advisor with The Compass Rose Group at Morgan Stanley. With more than 35 years of financial services experience, Rondi focuses on financial planning solutions for professionals, business owners, and families.

A graduate of San Diego State University where she earned her bachelor’s degree in English Literature, Rondi began her financial services career in 1983 at Dean Witter, a predecessor firm of Morgan Stanley. Since then, she has worked in six Morgan Stanley branches, serving as an assistant branch manager in all but one of those branches.

With extensive experience and attentive care, Rondi builds financial strategies that are tailored to meet each client’s unique needs and objectives. With the elite designations of Certified Financial Planner (CFP®) and Certified Investment Manager Analyst (CIMA®), she’s able to provide sophisticated risk and tax mitigation strategies while integrating all aspects of financial planning – from insurance needs to retirement planning to asset allocation.

Outside of work, Rondi is passionate about staying active. An avid runner, hiker, swimmer, and triathlete, she has completed over 70 marathons and is always training for the next one. Rondi and her husband have been married for more than 46 years, and recently adopted a Border Collie mix rescue dog named Naboo.
Securities Agent: TX, NM, WY, WI, WA, VI, VA, UT, PA, OR, OK, OH, NY, NV, NJ, NC, MT, MS, MO, MN, MI, MD, MA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DC, CO, CA, AZ, AR, AL; Managed Futures; Transactional Futures/Commodities; General Securities Representative; General Securities Principal; BM/Supervisor; Investment Advisor Representative
NMLS#: 1253242

About Me

Kenneth Montoya is a First Vice President, Senior Investment Management Consultant, and Financial Advisor with The Compass Rose Group at Morgan Stanley. With more than 43 years of experience in the financial services industry, Ken focuses on income investing and retirement planning strategies for professionals, business owners, and families.

Ken graduated from New Mexico Highlands University with a double major in Business Administration and Accounting. He began his financial services career with E.F. Hutton and remained with the same firm through several acquisitions, eventually landing him at Morgan Stanley.

Experience, insight, and a dedication to top-notch service drive Ken’s financial advising. He applies the deep insight he has acquired over the years to each client’s unique goals, takes pride in cultivating close client relationships, and is dedicated to helping families build, protect, and preserve their wealth for generations.

Outside of work, spending time with family is very important to Ken. He and his wife have been married for more than 46 years, raised two sons in Albuquerque, and stay very involved with their five grandchildren. A life-long resident of New Mexico, Ken is a veteran of the United States Marine Corp and is deeply invested in his community, where he volunteers at his church, the Food Bank, and other local charities.

Ken is a lifelong resident of New Mexico, born and raised in Santa Fe. He graduated from New Mexico Highlands University with a double major in Business Administration and Accounting. Ken is a veteran of the United States Marine Corp. Ken and his wife, Margaret, have two sons and 5 grandchildren.
Securities Agent: NM, WI, WA, VA, UT, TX, PA, OR, OK, OH, NY, NV, NJ, NC, MT, MO, MN, MI, MD, MA, KS, IN, IL, ID, IA, HI, GA, FL, DC, CO, CA, AZ, AR, AL; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
NMLS#: 1404018

About Me

Jake Tolk, a Chartered Financial Analyst® charterholder and Chartered Retirement Planning Counselor® has been a Financial Advisor for 11 years. He is a Vice President and a Portfolio Manager for the team which oversees in excess of $750 million in assets as of 1/31/2018. He works in portfolio strategies tailored to the needs of high net worth families.

 

Jake is a summa cum laude graduate of New Mexico Tech and a published author in the International Journal of Finance and Economics.  He also has an extensive computer science background, having programmed operating systems for remote nuclear weapons monitoring systems and complex financial simulations.  He previously worked in New York City as a Senior Developer in the credit risk analytics team for Merrill Lynch before becoming a Financial Advisor.

 

Jake was born in Albuquerque and graduated from La Cueva High School, he has 3 daughters (Alexis, 20; Isabella, 12; and Prudence, 4). He loves the outdoors, hiking, scuba diving and mushroom hunting. Jake also has three dogs and a cat.
Securities Agent: TX, NM, WI, WA, VA, UT, SD, SC, PA, OR, OK, OH, NY, NV, NJ, NC, MT, MO, MN, MI, MD, MA, KS, IN, IL, ID, IA, GA, FL, DC, CT, CO, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1653127

About Me

Nick Warner is a Financial Advisor with The Compass Rose Group at Morgan Stanley. Dedicated to attentive service, he focuses on ensuring that clients’ wealth management needs are met with diligence and in keeping with their larger financial goals.

A native of New Mexico, Nick earned a BBA in Finance from the University of New Mexico’s Anderson School of Management before beginning his financial services career with Vanguard in Scottsdale, Arizona. Nick joined the Compass Rose Group in October 2018 and has quickly become an integral part of the team.

With a strong work ethic, Nick has advanced training in finance, wealth planning, investment strategy, and products – tools that will help him guide clients toward their financial goals for generations to come.

Outside of work, Nick and his wife have traveled extensively and enjoy exploring new cities together. They have a young child and a rescue puppy, both of which keep them on their toes.
Securities Agent: NM, WY, WI, WA, VI, VA, UT, TX, SD, SC, PA, OR, OK, OH, NY, NV, NJ, NC, MT, MS, MO, MN, MI, MD, MA, KY, KS, IN, IL, ID, IA, GA, FL, DC, CT, CO, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1836591

About Me

Juanita Danzeiser has worked for Morgan Stanley since 1977.  She earned her degree in Business Management from Texas Tech and the University of Phoenix. Juanita is married with 2 sons and 5 dogs.  She loves working with clients and providing service with a smile.

About Me

Fallon Peace joined Morgan Stanley in 2007 and has been a part of the team since 2013. A New Mexico native, Fallon graduated from the University of New Mexico with a BS in Psychology and Mathematics.
From Our Team

Cardinal Directions – April 2019


Investment and Market Perspectives

On the Markets

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Annuities
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
Investing in Artificial Intelligence and Automation

Investing in Artificial Intelligence and Automation

AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

Family

Creating customized financial strategies for the challenges that today's families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
A Parent's Guide to Talking to Your Kids About Money

A Parent's Guide to Talking to Your Kids About Money

Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
Choosing an Environmental Charity

Choosing an Environmental Charity

There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

More from Morgan Stanley

OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

“You may feel like a 1,000 point move in the Dow in a single day is unprecedented, but the reality is that it’s a 2 or 3% move down.” - Lisa Shalett, Chief Investment Officer, Wealth Management
Learn more about OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE
Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
Learn more about Morgan Stanley and Justin Rose: A Winning Team
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Learn more about Sign Up for eDelivery
Reserved | Living & Giving

Reserved | Living & Giving

Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Your Financial World. On the Go.

Your Financial World. On the Go.

With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Learn more about Access Morgan Stanley Online
Ready to start a conversation? Contact Compass Rose Group today.
Market Information Delayed 20 Minutes
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

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4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

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CRC 2019752 10/2018