Ruth Ann Castellano-Piatt
CPA/PFS, CFP®, CGMA®, AEP®, MBA

Ruth Ann Castellano-Piatt,
CPA/PFS, CFP®, CGMA®, AEP®, MBA

Principal

Ruth Ann has more than 30 years of experience in the tax and financial services sector. Her experience has included helping clients with comprehensive estate and trust planning, tax planning, tax preparation, financial planning, and wealth management services. Her company began a relationship with Verian and Urbielewicz Murphree in 2020 before acquiring them in May of 2021.  

Piatt volunteers her time for a number of professional and nonprofit organizations. She is a past President and a board member of the New Mexico Estate Planning Council and an active member of the AICPA and the New Mexico Society of Certified Public Accountants.

Ruth Ann has more than 30 years of experience in the tax and financial services sector. Her experience has included helping clients with comprehensive estate and trust planning, tax planning, tax preparation, financial planning, and wealth management services. Her company began a relationship with Verian and Urbielewicz Murphree in 2020 before acquiring them in May of 2021. 

Piatt volunteers her time for a number of professional and nonprofit organizations. She is a past President and a board member of the New Mexico Estate Planning Council and an active member of the AICPA and the New Mexico Society of Certified Public Accountants.