About The Albuquerque Staff 2017-05-20T19:56:37+00:00

The Albuquerque Team

Dave Michalk

David C. Michalk

David Michalk graduated from the University of Texas Galveston with a B.S. in Physical Therapy. David began working in the financial planning industry in 1997. He is a Chartered Financial Consultant (ChFC), a designation granted by the American College of Bryn Mawr, Pennsylvania.

David is the current Vice President of Lutherhaven Retreat and an active member of Faith Lutheran Church in Albuquerque. His hobbies include hunting skiing and weight lifting.

David lives in Albuquerque, New Mexico with his wife Lynda Michalk and their son and daughter.


Jennifer Lioce

Jennifer J. Lioce

Jennifer was born in Oklahoma and raised in Henderson, Nevada. She has lived in Albuquerque for 23 years and graduated from the University of New Mexico with a B.A. in Organizational Communication and a minor in Business Administration. She was a client of Dave’s before she became an employee; she has worked with Dave for three years.

Jennifer handles client relations, accounting, office management and marketing. She keeps the office running smoothly and efficiently.

Jennifer keeps busy with her two teenage boys and husband Rocky. She is a member of All Saints Lutheran Church and is active in a women’s circle. She enjoys football and basketball and attending Lobo games.


Kayla Creamer

Kayla A. Creamer

Kayla was born and raised in Albuquerque. She will be graduating from the University of New Mexico in May 2014 with a degree in Business Administration, concentrating in Information Systems Management and minoring in Professional Writing. She started working with Dave’s team in May 2013.

Kayla prepares for client meetings, and assists with account maintenance and inquiries. She also provides assistance in analyzing and preparing reports, statements, trading data and acts as a client coordinator.

Kayla enjoys traveling, sporting events, and spending time with family and friends.