‍Our Story

David Hill has spent over 27 years refining a principles-based approach to financial planning, building a track record of success by helping businesses and families in the Southwest navigate their financial future with clarity and discipline. His philosophy is rooted in strong relationships, personalized strategies, and a deep understanding of both fundamental needs and complex financial goals. His team specializes in working with those nearing retirement, small business owners, and the agricultural backbone of our economy—people whose financial stability is crucial to long-term prosperity. From his service in the U.S. Marine Corps to his work as a traveling internal auditor for a national financial firm, David has developed a structured, systematic approach to wealth management. His guiding principle: align goals, values, and resources with actionable strategies to not just preserve wealth, but to compound it over time and create lasting legacies. With degrees in Economics and Finance, a minor in Accounting, and an Accredited Asset Management Specialist designation from The College for Financial Planning, David applies rigorous analysis and time-tested frameworks to financial decision-making. Success isn’t just about making the right financial moves—it’s about having a process that ensures adaptability and resilience. If you’re looking for a structured, no-nonsense approach to planning for life’s biggest financial decisions, David and his team offer the clarity and expertise to help you get there.

As an Executive Assistant at High Desert Wealth, Sylvia is highly trusted by our clients and an integral part of the office. Sylvia is responsible for the day-to-day operations of our office so we can focus entirely on our client’s financial needs. Clients of High Desert Wealth often describe her as caring and knowledgeable because she knows you personally.​

Prior to joining High Desert Wealth in 2011, she brings over two decades of experience in budgeting, inventory reconciliation, and corporate management.

Lisa Bertoni brings a wealth of experience and expertise to High Desert Wealth. She earned her B.S. in Accounting, cum laude, from Colorado Technical University and specializes in simplifying complex accounting challenges for our clients.
Originally from California, Lisa built an impressive career in property management, forensic bookkeeping, and industry training, where she developed widely accepted financial metrics. Her background in banking further enhances her ability to provide clients with insightful, results-driven financial solutions.
Seeking a change from the fast-paced corporate world, Lisa relocated to New Mexico for a more balanced and fulfilling lifestyle. When she’s not working with numbers, she enjoys crafting with laser and needlework, adding creativity and precision to both her professional and personal life.