Bill is a Senior Vice President-Financial Advisor at RBC Wealth Management. His experience in financial services and investment analysis spans 33 years. He is a New Mexico native and graduate of Tucumcari High School. Bill graduated on the Dean’s List from the US Military Academy at West Point and attained his M.A. in History from the University of North Carolina. After completing the Army’s Ranger and Airborne Schools, he served as a field artillery officer and battery commander in Germany, Vietnam, and at Fort Carson, Colorado. He taught history to cadets at West Point from 1974 to 1978 while on the faculty of the Military Academy. After eleven years of active service, Bill returned to Albuquerque and began his career as a financial advisor in 1978. Bill and Karla are involved in numerous community endeavors including the United Way, Joy Junction, and the Lobo Club.  They also enjoy traveling around the country with their ten grandchildren.

Brad Cates joined the Cates Team in 1994. He graduated from Southern Methodist University in Dallas where he received his Bachelor of Arts degree in anthropology and a minor in English.  Brad focuses on the design, allocation, and implementation of customized investment portfolios.  As the team's Research Coordinator, Brad also spends time on the research and evaluation of investment managers.

Brad's family includes wife, Shelley, daughter, Cameron, and son, Chase.  Their newest addition, daughter Savannah, was born July 16, 2009.  Outside the office Brad enjoys golf, Lobo athletics, and volunteering with the New Mexico Chapter of the Alzheimer's Association. 

Chris began his career in financial services in Phoenix, AZ with the Northwestern Mutual Life Insurance Company. In 1998, Chris moved back to his hometown of Albuquerque to join the Cates Team. Chris is a graduate of Northern Arizona University, where he earned a B.S. in Finance. In 2007, Chris completed the CFP program through the College of Financial Planning.  In 2008 he passed the CFP Board Exam designating him a Certified Financial Planner. Chris focuses on all areas of wealth management  and financial planning including retirement, educational, insurance, and estate planning. He also works with business owners in establishing employer-sponsored retirement plans. 

Away from work Chris enjoys the outdoors and is an avid sports fan.  He has been an Ambassador for the UNM Lobo Club since 2004.  Chris is also serves on the board of JFS (Jewish Family Services).  Chris' family includes his wife, Lauren, and his two beautiful daughters, Reily and Addison.