About Us

Ruth Ann Castellano-Piatt, CPA/PFS, CFP®, CGMA®, AEP®, MBA

Piatt has more than 25 years of experience in the tax and financial services sector. Her experience has included helping clients with comprehensive estate and trust planning, tax planning, tax preparation, financial planning, and wealth management services.  Piatt volunteers her time for a number of professional and nonprofit organizations. She is a past President and a board member of the New Mexico Estate Planning Council and an active member of the AICPA and the New Mexico Society of Certified Public Accountants.