About Graystone Financial
Experience You Can Trust
At Graystone Financial, we believe that your financial journey should be as unique as you are. As a boutique advisory firm, we specialize in delivering customized financial and wealth management services tailored to your goals, lifestyle, and future aspirations.
We understand that large financial institutions can feel impersonal and overwhelming. That’s why we take a collaborative, personalized approach—working closely with you to craft a strategy that reflects your values and anticipates what lies ahead. Because to us, planning for the future isn’t just about numbers—it’s about the details that make your life meaningful.
From comprehensive financial planning to long-term wealth management, our commitment is simple: to provide exceptional service, thoughtful guidance, and a trusted partnership every step of the way
TJ Rivera
Financial Advisor | President tj.rivera@graystone-financial.com
Kathleen Kerr
Financial Advisor kathleen.kerr@graystone-financial.com
With over 25 years of experience in banking and financial services, TJ is a trusted advisor committed to helping individuals and families navigate life’s financial transitions with clarity and confidence. As President of Graystone Financial, he brings a personal, relationship-driven approach to wealth management—focusing on both long-term growth and short-term asset preservation tailored to each client’s unique goals.
TJ began his career in banking while still in college, holding positions at Century Bank, Bell Helicopter, and Landmark Community Bank, where he served as Senior Vice President of Retail Administration. He later transitioned into financial advising with Raymond James before co-founding Stonemark Investment Group and, ultimately, Graystone Financial.
His passion lies in guiding clients through pivotal life moments, whether selling a business, coping with loss, entering retirement, or navigating marriage or divorce. Known for his integrity and dedication, TJ builds lasting relationships grounded in trust and personalized service.
Outside the office, TJ enjoys traveling, skiing, and relaxing poolside with friends and family. He shares life’s adventures with his husband Jason, his son Grayson, two sphinx cats—Tivali and Zuri—and their dog Sirona. A collector of Mid-Century furniture and all forms of art, TJ is also an active member of Immaculate Conception Catholic Church and serves on the Board of Directors for the New Mexico Activities Association Foundation.
Since 2003, Kate has been guiding families and business owners toward multi-generational financial freedom. As a Financial Advisor at Graystone Financial, she specializes in personalized wealth management strategies, building long-term relationships rooted in trust, transparency, and tailored solutions. Kate’s approach is grounded in a deep understanding of each client’s unique goals, allowing her to simplify complex financial topics and deliver clear, actionable advice.
Kate is a graduate of Loyola University Chicago and brings a wealth of experience from her previous roles at Raymond James, Merrill Lynch, and Wolf International Advisors. She also served as a board member for the Santa Fe Farmers Market Institute, reflecting her commitment to community and sustainability.
In 2019, Kate co-founded Stonemark Investment Group to further her mission of helping clients create and preserve wealth across generations.
Outside the office, Kate enjoys golfing, hiking, and spending time outdoors with her beloved dog, Chaco.
