Zia Trust, Inc.

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Unlike others competing for your trust business, Zia Trust offers trustee services only. This enables Zia Trust to focus on providing trustee services to you. It’s a difference that sets Zia Trust apart from everyone else in our business.

Shelley is responsible for marketing and administrative services in the Self-directed IRA division. Prior to joining the team at Zia Trust, Shelley was a licensed agent staff member and certified bank specialist with State Farm. She has broad experience in IRAs, banking, insurance and business management in both retail and commercial industries. Shelley has over 29 years involvement in the business community to include a chair position in coordinating the 1st Annual New Mexico Indian Businessman's Association Trade Fair.

Ed is a seasoned senior executive with over 30 years of multifaceted business experience. He has held executive positions in the electric power industry, including responsibilities for Operations, and Customer Service. He has served as a senior corporate executive for an independent trust company and brings experience from the commercial property & casualty insurance industry. Ed provides business management perspective with a strong emphasis on Customer Service Strategies, Business Planning, and Operations Management. His passion is to ensure client satisfaction through excellent service.

Susan received her law degree and her advanced law degree in tax law from the University of Houston. Susan has fifteen years of experience as a trust officer and seven years of experience as a wealth strategist in private banking. She is a member of the Board of Directors for Opera Southwest.

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