As a Managing Director/Financial Advisor, my strongest assets are the relationships I have with my clients - some for decades. I work closely with clients to help develop their investment plans. I believe that personalized service is essential when matching clients with the right financial solutions.

These typically include a variety of investment vehicles, incorporating various investment strategies. My focus is on investment strategies that attempt to capture the major trend in the financial markets. I employ risk management tools to help minimize the volatility in clients' portfolios. These include but are not limited to strategic and tactical asset allocation and portfolio hedging.

Making sure assets work supporting the goals clients establish takes careful planning. Such planning is not a single event, it is an evolving process. As circumstances change, so must the strategies used to navigate the course toward meeting those objectives. This is why we work with individuals to design strategies targeted to meet their specific needs and goals.

Growing up in sunny San Clemente, California—a surfer’s paradise, my earliest and fondest memories are long summer days at the beach. I moved to Albuquerque in 1987 while finishing five years in the US Air Force. Soon after, I met my wonderful wife, Gina. We have three busy adult kids —Ben, Emma, and Luke and two daughters-in-law, Abbie and Alex. For fun, we enjoy cycling, hiking, motorcycling, and gardening. We’re adventurous travelers, but still love the simple beauty of the beach.

I hold the designation of Senior PIM Portfolio Manager. I have been recognized as a Platinum Council from 2007-2010, 2015-2022 and 2023 Sapphire Council Platinum Advisor.

Named as one of the 2020, 2021, 2022 and 2025 Best-in-State Wealth Advisor by Forbes (2).

(other disclosures)

The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures. Platinum Council levels are based on the previous calendar year’s gross revenue and are defined as follows: Diamond – Top 15 Financial Advisors, Ruby – Top 2% (including Diamond recipients), Emerald – Next 5%, and Sapphire – Next 8%.

2025 Forbes Best-In-State Wealth Advisors: Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 - 6/30/24 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19. · The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Resident State: NM

Asim S Elic is an investment professional with extensive experience in compliance, operational strategy, and portfolio implementation. In his current role, he supports branch supervision and leads compliance audit preparation, ensuring strong supervisory controls and efficient execution of investment operations.

Before joining Beauchamp Wealth Management of Wells Fargo Advisors Financial Network, Asim served as Assistant Vice President at Wells Fargo Advisors, where he helped strengthen compliance frameworks and drive operational improvements. As Chairperson of the Client Associate Advisory Council, he collaborated with senior leadership on firmwide initiatives that enhanced productivity, efficiency, and overall performance.

A summa cum laude graduate of the University of New Mexico, Asim holds degrees in Accounting and Psychology—an academic combination that fuels his interest in behavioral finance and how people make financial decisions. He maintains Series 24, Series 7, Series 63, and SIE securities registrations.

Outside of work, Asim loves traveling, meeting new people, and exploring different cultures, especially through food. He’s always discovering new music, diving into books and podcasts, and finding inspiration in the places and people he encounters along the way.