News for Saturday, February 27, 2016

The School for Advanced Research Board of Directors welcomes two new members

The School for Advanced Research Board of Directors has welcomed two new members. Douglas L. Nelson of TCI Wealth Advisors and Julie S. Rivers of Gerber & Bateman, PA were elected during the Board’s biannual meeting on February 27, 2016.

Douglas L. Nelson, CPA, PFS

Douglas L. Nelson, CPA, PFSDouglas L. Nelson, CPA, PFSPhoto courtesy of Douglas L. Nelson.Doug is a CPA and investment advisor based in Santa Fe with an office in Incline Village/Reno and clients in many cities around the United States. Since 2007 he has been a shareowner in TCI Wealth Advisors, having merged his Incline Village firm of AQN Advisors into TCI, which also has offices in Tucson, Scottsdale, Flagstaff, Denver and Santa Monica. He regularly received national recognition as a top wealth advisor. His specialties include integrating clients’ lifestyle goals with their family wealth plans and multigenerational wealth planning. He is a member of the American Institute of Certified Public Accountants Personal Financial Planning Division, the New Mexico Society of Certified Public Accountants, the Santa Fe Estate Planning Council and the Rotary Club of Santa Fe. Doug is treasurer of New Mexico Lawyers for the Arts, former treasurer of the Lake Tahoe Shakespeare Festival and former Board member of the American Red Cross-Northern Nevada chapter. In 2011, he published his book, Art, Artists and Money.

Julie S. Rivers, J.D.

Julie S. Rivers, J.D.Julie S. Rivers, J.D.Photo courtesy of Julie S. Rivers.Julie is a resident of Santa Fe and an attorney associated with the Santa Fe firm of Gerber & Bateman. She is licensed by the New Mexico and Oklahoma bars. Her areas of expertise include estate planning, mediation, litigation and collaborative services. She earned a B.S. in English Education in 1984 from Oklahoma State University and a Juris Doctorate in 1992 from the University of Oklahoma Law School, where she was editor of the Indian Law Review and a member of the Oklahoma Law Review. She serves on the MCLE Commission Board of the New Mexico Bar Association, on the board of the Santa Fe Estate Planning Council, and is a member of both the Rotary Club of Santa Fe and the Trusted Advisors Network. An adjunct professor in family law at the University of Oklahoma Law School, she is also a guest lecturer at Santa Fe Community College.

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