Welcome

The Compass Rose Group is honored and humbled to be included on the following awards lists:

• Barron's Top 1,200 Advisors: Charles Reardon (2009-2024)
• Forbes Best-In-State Wealth Advisors: Charles Reardon (2022-2024) & Jake Tolk (2023 & 2024)
• Forbes Best-In-State Wealth Management Teams for New Mexico (2023-2025)

The blueprint for success has never changed: remain disciplined, remain consistent. In an industry where information is anything but scarce, investors need a reliable team to anticipate conditions, cut through the noise and provide tailored, long-term strategies to help them stay the course. The Compass Rose Group is a local team backed by Morgan Stanley’s world-class resources, managing more than $2 billion in client assets as of January 2025. With over 175 years of combined industry experience, our team is positioned to help clients achieve success across eight practice areas:

• Long-term Financial & Philanthropic Planning
• In-house, Discretionary Portfolio Management
• Tax Management Strategies
• Alternative Investments & Accessing the Private Markets
• Asset & Risk Assessment
• Lending & Cash Management Solutions
• Corporate Retirement Planning
• Business Exit Planning Strategies


Disclosure:
Alternative investments often are speculative and include a high degree of risk. Investors could lose all or a substantial amount of their investment. Alternative investments are appropriate only for eligible, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time. They may be highly illiquid and can engage in leverage and other speculative practices that may increase the volatility and risk of loss. Alternative Investments typically have higher fees than traditional investments. Investors should carefully review and consider potential risks before investing.

Past performance is no guarantee of future results. Actual results may vary. Diversification does not assure a profit or protect against loss in a declining market.

Morgan Stanley Smith Barney LLC offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences.

Disclosures
Forbes Best-In-State Wealth Management Teams for New Mexico:
Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period from 3/31/23–3/31/24.

Barron's Top 1,200 Advisors:
2009-2024 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2009-2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.

Forbes Best-In-State Wealth Advisors:
Source: Forbes.com (Awarded 2022-2024) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/23.
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Quarterly Video Series

With the new year upon us, see here a video from Senior Portfolio Management Director Jake Tolk, CFA, CFP®, CRPC, providing a post-election update on how the new administration may impact markets and investors.

DESIGNATIONS AND AWARDS

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    Forbes Best-In-State Wealth Management Teams for New Mexico
    The Compass Rose Group — (2023-2025)
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    Barron's Top 1,200 Advisors
    Charles Reardon — (2009-2024)
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    Forbes Best-In-State Wealth Advisors
    Charles Reardon — (2022-2023)
    Jake Tolk — (2023-2024)
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    Certified Financial Planner
    Jake Tolk
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    Chartered Retirement Planning Counselor
    Lisa Obeji, Jake Tolk
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    Certified Investment Management Analyst
    Thomas Batson, Justin Medrano
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    Chartered Financial Analyst
    Jake Tolk
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    Qualified Plan Financial Consultant
    Lisa Obeji
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    Alternative Investments Director
    Jake Tolk, William Reardon
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    Family Wealth Director
    Jake Tolk
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    Corporate Retirement Director
    Lisa Obeji
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    Disclosures
    Forbes Best-In-State Wealth Management Teams for New Mexico:
    Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period from 3/31/23–3/31/24.

    Barron's Top 1,200 Advisors:
    2009-2024 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
    Source: Barrons.com (Awarded 2009-2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.

    Forbes Best-In-State Wealth Advisors:
    Source: Forbes.com (Awarded 2022-2024) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/24.

A SUCCESSFUL LEGACY

To request a meeting, send an email to scheduleCRG@morganstanley.com with your name, preferred day of the week/time of day, and specific meeting topics you would like to address. You can also schedule directly with an associate by dialing 505-889-2826.

Location

6565 Americas Pkwy NE
Ste 400
Albuquerque, NM 87110
US
Direct:
(505) 889-2824(505) 889-2824
Toll-Free:
(800) 776-5973(800) 776-5973

Meet The Compass Rose Group

About Charles E. Reardon

Chuck Reardon is an Executive Director and Wealth Advisor with The Compass Rose Group at Morgan Stanley. With more than 37 years of industry experience, Chuck leads the team’s Long-term Financial Planning practice group, stewarding families and professionals through virtually all aspects of their financial life.

A graduate of the University of Arizona, Chuck earned both his bachelor’s in Finance and Master of Business Administration (MBA). He has been with Morgan Stanley since 1986 and was recognized as one of Barron’s Top 1000 Advisors from 2009 through 2016, and included on the Barron’s Top 1200 Advisors list from 2017 through 2023, claiming the #1 spot for New Mexico in 2017.

Deeply rooted in his community, Chuck has served as board President for the Albuquerque Country Club, Albuquerque Boy’s and Girl’s Club and the Rio Grande Food Project. When away from the office, you can find Chuck spending time with his family, preferably outdoors. Chuck and his wife, Pam, have been married for over 38 years. They have two grown sons, and five grandchildren. Chuck is also a phenomenal golfer. He was a New Mexico High School Golf Champion in 1978 and won the State of New Mexico Senior Golf Championship in 2011.

2009-2016 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2009-2016). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.

2017-2022 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2017-2022). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Securities Agent: NY, UT, KY, ID, AL, WY, WI, NJ, NC, MI, IA, WA, RI, MS, IN, CO, AZ, TX, IL, HI, DC, TN, MT, GA, CT, NE, PA, NV, NM, MA, KS, CA, VA, OK, MN, MD, AR, VI, SD, MO, FL, VT, SC, OR, OH; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1262252

About Jake Tolk

Jake Tolk is a Chartered Financial Analyst (CFA®) charterholder, Senior Vice President and Senior Portfolio Management Director with The Compass Rose Group at Morgan Stanley. Jake leads two of the team’s practice groups: In-house Discretionary Portfolio Management and Tax Mitigation Strategies. As the team’s in-house Portfolio Manager, Jake oversees over $1.3 billion in client assets as of June 2022.

A summa cum laude graduate of New Mexico Tech, Jake is a published author in the International Journal of Finance and Economics. Before joining The Compass Rose Group, Jake was a Senior Developer in the Credit Risk Analytics team for Merrill Lynch in New York City.

To better serve his clients in the areas of investing and retirement planning, Jake earned the Chartered Financial Analyst (CFA®) charter. The CFA® charter is one of the most sought-after financial designations in the world, and is an elite certification that incorporates investment theory, portfolio management analysis and advanced research and analytical skills.

Jake was born and raised in Albuquerque, New Mexico and enjoys exploring the outdoors with his wife, Amber, and his three daughters. Jake and his family frequently attend opera and symphony performances and Jake loves scuba diving, hiking and mushroom foraging.
Securities Agent: FL, OR, NM, NJ, MT, TX, MS, MI, MA, IL, AZ, MD, AR, WI, TN, SD, SC, OH, KS, ID, HI, VI, OK, NY, NV, MN, KY, IA, CT, CO, WA, NE, WY, VT, UT, PA, MO, IN, AL, GA, DC, CA, VA, NC; General Securities Representative; Investment Advisor Representative
NMLS#: 1653127

About William S. Reardon

Will Reardon is a Vice President, Alternative Investments Director and Financial Advisor with The Compass Rose Group at Morgan Stanley, leading the Alternative Investments & Accessing the Private Markets practice group and spending considerable time in the team’s Long-Term Financial Planning area.

Prior to joining Morgan Stanley, Will was an attorney in Washington, D.C. advising clients on policy, regulatory and legislative matters relating to financial services, tax, trade, technology and energy and assisting clients facing complex challenges involving Congressional investigations and inquiries. Prior to his time at a large law firm, Will worked in the National Collegiate Athletic Association (NCAA) office of government relations on various policy issues affecting intercollegiate athletics. While in the nation’s capital, Will also served as adjunct faculty at Georgetown University’s School of Continuing Studies, lecturing on intercollegiate athletics administration, digital media and marketing.

An Albuquerque, New Mexico native, Will is a graduate of St. Pius X High School. He went on to earn his undergraduate degree from the University of Arizona and law degree from Georgetown University. Although non-practicing in his role at Morgan Stanley, Will remains an active member of the New Mexico Bar Association where he has been a member since 2017. When away from the office, Will can be found spending time with his wife, Rachael, and their three children.
Securities Agent: MS, GA, OH, CT, TN, NV, NM, NE, MT, IL, DC, HI, VT, VI, SC, MI, MA, WY, MD, TX, OR, IN, IA, CO, AZ, AR, AL, KY, WI, OK, UT, NY, MN, ID, CA, WA, VA, SD, PA, NJ, NC, MO, KS, FL; General Securities Representative; Investment Advisor Representative
NMLS#: 1930338

About Me

I've worked with a wide range of professionals including doctors, healthcare administrators, attorneys, multigenerational families, closely held business owners, and related entities.

I am involved with several civic and community organizations. Currently I’m a board member of St. Joseph’s Hospital Foundation Board of Directors. I also serve on the NAU School of Finance Advisory Council and the SARRC's Planned Giving Advisory Council.

Away from the office I enjoy hiking, biking and golf. My wife Gina and I live in Phoenix. Our son Tony is a data entry specialist at a major healthcare network.
Securities Agent: WA, FL, SD, MD, KS, GA, CT, NY, CO, PA, NM, OK, MI, DC, CA, AR, VA, TN, OR, OH, NJ, MT, MS, ID, AZ, NE, IN, HI, WI, UT, TX, NV, MO, MN, IL, AL, WY, VT, SC, NC, MA, KY, IA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 2474429

About Lisa Obeji

Lisa Obeji is a Financial Advisor with The Compass Rose Group at Morgan Stanley, where she spends considerable time in the team’s Corporate Retirement Planning practice group, assisting individuals and corporations with their retirement solutions. Lisa prides herself on building long-lasting relationships with clients to help meet their financial needs.

Lisa has over 15 years of experience in the financial services industry—holding her Chartered Retirement Planning Counselor (CRPC®) and Qualified Plan Financial Consultant (QPFC) credentials.

Lisa is a Texas native and a very proud Veteran. She and her husband of 40 years, Razek, are parents of Byron, Leila and Christian. Outside of the office, you can find Lisa reading, working in her yard, or cooking.
Securities Agent: HI, CA, VT, OK, KY, KS, CO, TN, OR, MS, MO, MA, GA, WI, WA, MD, ID, AR, NC, VA, MI, TX, SC, NY, NM, NJ, MT, IL, FL, AL, SD, NV, AZ, NE, MN, IN, WY, UT, OH, CT, PA, IA, DC; General Securities Representative; Investment Advisor Representative
NMLS#: 1301177

About Kenneth Montoya

Ken Montoya is a First Vice President, Senior Investment Management Consultant and Financial Advisor with The Compass Rose Group at Morgan Stanley. With more than 45 years of experience in the financial services industry, Ken focuses on income investing and retirement planning strategies for clients.

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 leading him to Morgan Stanley.

Experience, insight and a dedication to high-quality service drives 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 relations and is dedicated to helping families build and preserve their wealth for generations.

Ken is a veteran of the United States Marine Corps and served in Vietnam. When away from work, Ken enjoys reading biographies, remaining involved in his church and catching the newest movie. Ken and his wife of more than 49 years, Margaret, raised two sons in Albuquerque, and now enjoy spending time with their grandchildren.
Securities Agent: KS, MS, TN, SD, NY, NM, NC, IN, ID, HI, GA, DC, CT, CA, OK, OH, NJ, MT, FL, SC, NV, MI, AL, WY, TX, MN, IL, MA, WI, VT, PA, OR, KY, UT, IA, AZ, AR, NE, VA, CO, WA, MO, MD; General Securities Representative; Investment Advisor Representative
NMLS#: 1404018

About Robert H. Hoffman

Rob Hoffman is a Vice President and Financial Advisor with The Compass Rose Group at Morgan Stanley (“CRG”). A 42-year Wall Street veteran, including 22 in debt capital markets and 20 in wealth management, Rob is the fixed income specialist supporting CRG’s Discretionary Portfolio Management and Alternative Investments & Accessing the Private Markets practices. He earned the Certified Exit Planning Advisor (CEPA) designation in 2024, giving him specialized skills to help business owners plan their exits. Rob helps entrepreneurs boost company value, prepare for succession, and transition their business smoothly to meet their financial goals.

Rob began his career in Public Finance for Chase Manhattan originating debt offerings for municipal issuers. He joined Morgan Stanley’s Tax-Exempt Securities Division in 1991, moving to the Securitized Products Group within the Investment Bank in 1996, where he originated securitized debt for specialty finance and utility clients. Rob led the deal team for International Finance Review’s North American Securitization of the Year in each of 2000 and 2001.

Rob opened his Wealth Management practice in Santa Fe, New Mexico in 2005, joining a global, Zurich-based wealth manager from which he earned the Wealth Advisor designation in 2008. Recruited as CRG’s Fixed Income specialist, he joined Morgan Stanley in early 2022.

Rob earned his BA with Departmental and Collegiate Honors in 1978 from The College of Wooster (OH), his MBA in Finance, Beta Gamma Sigma, from NYU’s Stern School in 1982, and his M Div from Ascension Theological College in 2020. Upon ordination Rob became Associate Priest for The Church of Antioch at Santa Fe.

Born in Greenwich, Connecticut, and raised in California, Connecticut, Pennsylvania and Maryland, Rob lived and worked in Manhattan from 1979-2004, and since has lived in Santa Fe with his wife, Pam Neely, his partner of 22 years. A father of five adult children, Rob enjoys golf, distance running, skiing, and backpacking in the mountains of Northern New Mexico.
Securities Agent: AL, SC, OH, NV, MT, MA, NY, HI, VA, OK, MI, IN, CO, WI, VT, NM, KY, ID, AR, SD, TX, NE, UT, MO, MD, TN, PA, NC, MN, IA, DC, CA, OR, NJ, FL, AZ, WA, WY, MS, KS, IL, GA, CT; General Securities Representative; Investment Advisor Representative
NMLS#: 2086773

About Me

Justin Medrano, CIMA® is a member of The Compass Rose Group at Morgan Stanley. Justin contributes to two of the team’s practice management areas: In-house Discretionary Portfolio Management and Alternative Investments & Accessing the Private Markets. Based in our Santa Fe branch, Justin works with successful families to create customized and sophisticated strategies to help them realize their vision for their financial resources.

Justin is a graduate of Harvard University where he earned dual academic minors in economics and government. He holds the Certified Investment Management Analyst (CIMA®) designation, as well as a certificate in Private Markets, awarded by the Investments and Wealth Institute. Justin also earned a certificate in Investment Theory & Practice from the Yale School of Management. Justin is currently a CFA Level 1 candidate.

In addition to his role on the Compass Rose Group, Justin serves as Branch Manager for Morgan Stanley's Santa Fe office. In this role, he supports Santa Fe's Financial Advisors and Client Service Associates in pursuing their professional ambitions and delivering the firm's resources to their clients.

In his free time, Justin serves on the Board of Directors of the Santa Fe Symphony, hopelessly cheers for his favorite sports teams, and tries to adhere to his goal of reading one new book every week.
Securities Agent: MA, DC, VA, TX, NV, FL, OR, OK, MD, KY, IN, CO, IL, AZ, WI, MN, MI, HI, OH, NY, VT, VI, SD, PA, NM, NJ, NC, MS, MO, KS, GA, SC, CA, AR, WY, AL, LA, DE, RI, NH, AK, ND, WV, ME, TN, IA, CT, WA, UT, NE, MT, ID; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 833523

About Fallon Peace

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.

About Julien Hall

Julien Hall is an Assistant Vice President, Investment Consultant, and Team COO with The Compass Rose Group at Morgan Stanley, focusing on daily operations and ensuring our standard of care is provided to all clients.

Julien graduated from Arizona State University with a major in Political Science and minor in Psychology. Afterwards, Julien obtained his M.B.A. with a focus in Finance from Grand Canyon University.

Prior to joining Morgan Stanley, Julien worked in high-end and luxury hospitality at some of the most well-known properties in Arizona. This experience helped shape his desire to serve others and provide the upmost standard of care to clients. Julien joined Morgan Stanley in 2022 and was a member of leadership, overseeing the Albuquerque, Santa Fe, and Farmington branches.

Outside of the office, Julien, and his wife Raquel spend time traveling, cooking, or watching their favorite show.

About JoAnn Trevino

JoAnn Trevino joined Morgan Stanley in 2022 after practicing community pharmacy for 14 years. Born and raised in Carlsbad, New Mexico, JoAnn attended the University of Southern California as a Trustee & National Merit Scholar and graduated in 2007 from the University of New Mexico Pharmacy School.

When away from the office, JoAnn enjoys gardening and being with her two dogs.

About Jesse J. Casaus II

Jesse Casaus joined The Compass Rose Group at Morgan Stanley in 2024. A New Mexico native, Jesse graduated from the University of New Mexico with a BA in Finance and Management Information Systems. In his free time he enjoys outdoor activities like going on hikes and playing golf. He enjoys helping clients and learning more about the financial market with aspirations to one day be an advisor with Morgan Stanley.

About Sarai Ordonez

Hello everyone! It is with great pleasure and excitement that I formally introduce myself as the newest addition to The Compass Rose Group at Morgan Stanley, my name is Sarai Ordonez. As a New Mexico native from Las Cruces, I hold a deep appreciation for our community, Go Aggies!

I have two very energetic boys that keep me on the go with their passion for sports and community involvement, in fact my seven-year-old placed first in the New Mexico State tournament this spring! Having twelve years in the financial industry I’m looking forward to bringing my dedication and enthusiasm to The Compass Rose Group and contributing to our collective success.
Wealth Management
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Ready to start a conversation? Contact The Compass Rose Group today.
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Awards Disclosures
CRC 6491812 (04/2024)