Ellen Baca, Agency Principal
Ellen Baca is a native of New Mexico and has been in business for over thirty years. She has had extensive training through LIMRA International Inc. in the areas of Personal, Business, Ethics, Tax, Retirement, Estate, and Long-Term Care Planning.
Her work has taken her across the globe and given her the opportunity to work with some of the world's leading experts in business and personal development. She has worked with International Business Partners through Bank Negara Malaysia, in Kuala Lumpur, Malaysia, and Alliance Asset Management through their offices in New York, the Bahamas, Panama, and Mexico. Ms. Baca has been referred for cases representing clients from around the world in matters of coordinating their business, real estate, and investment interests, her Associate work includes International Business and Finance/MMG Fiduciary and Trust Corp. through offices located in Panama, France, and London.
Ms. Baca is a Certified Medicare Agent and has served the Medicare and Special Needs community in New Mexico for many years. Having worked very closely with this population has given her unique insight as to what our Special Needs clients face on a daily basis. She genuinely understands their concerns in obtaining services to meet their most crucial needs; she remains a passionate advocate on their behalf.
In addition to her work in Financial Services, Ms. Baca obtained Degrees in Paralegal Studies and Criminal Justice to expand her knowledge and service. Upon graduation, she took advantage of the opportunity to manage two criminal/civil law offices, where she was instrumental in the reorganization of their business operations.
Ms. Baca continues to serve as a National Consultant for Estate Planning in all 50 states. We do not render legal advice and are not licensed to give tax advice; should the need arise for such services, we will refer you to an appropriate provider.
The Agency Management Company is not connected or affiliated with any Government Agency. As an Independent Agency, we work to serve in the best interest of our clients and not any particular company. We continually strive for improvement, growth, and knowledge in our efforts to serve our clients with Excellence.
Honors & Awards
Awarded to Ellen Baca, Agency Principal
Outstanding Achievement
Masters Forum / Gold and Platinum Levels
Top One Percent (1%) of Financial Advisors in the Nation
Allianz / Global Companies
Agent of the Month and Year Awards for Top Level Production
Principal Financial Group
Top Level Production 20/20 Club for Outstanding Performance
Medicare / Western Asset Protection
Outstanding Performance / Medicare
UHC / Elite Status as a Gold Premier Producer
Recognition of Contribution for 2023
AETNA
The Life Underwriter Training Council Diploma, Fellow / LUTCF
National Association of Insurance and Financial Advisors / NAIFA
Verified Certificate of Achievement / Contract Law
Harvard Law School
Phi Theta Kappa International Honor Society
Paralegal Studies, A.A.S
Criminal Justice, A.A.S
Certificate of Excellence for Outstanding Performance and Lasting Contribution CNM / Paralegal Law Center
ARCA People's Choice Award / Top Fund Raiser
"Goal in Life" Award
with Special Recognition for 100% Attendance
Dale Carnegie Sales Course
UNM Friends of Music Performance Award Scholarship
Performance Excellence / Classical Guitar
UNM Fine Arts Performance Major
Core Values / Giving Back Through Community Service
Our core principles and strong mission shape our efforts. We serve the senior and disabled population through education, and assistance with Medicare, Medicaid, and other community services. Our work is designed to optimize and coordinate available benefits to help people live their best lives.
We also provide services for individuals, families, and business owners to protect them from excessive legal fees, potential unfounded claims, and lengthy delays in probate. Our work is focused on protecting privacy, saving money, and providing security and peace of mind.
Kindness / Respect / Loyalty / Diligence / Education
Teamwork / Growth / Adaptability / Integrity / Gratitude
These core values have sustained our work for over thirty years. I operate the business in a manner that would honor my late father, from whom I got my work ethic and 'warrior spirit'. He was, indeed, a "True Warrior"!
I have had the privilege of working with some of the world's most talented, creative, and enterprising professionals in all areas of life. Through these opportunities, I learned many valuable and enduring life lessons. I have also gathered precious golden nuggets of life's truths along the journey. The many friends and Associates I have met over the years have greatly enriched my life; for those that have passed, I will fondly remember each and every one.
Ellen Baca, Agency Principal
"No legacy is so rich as honesty." William Shakespeare
Make a Wish Foundation / Fund Raiser
Special Olympics / Special Needs Children
AAA Adoption Assistance Agency / Fund Raiser
Youth Diagnostic Center / Mentored at-risk juvenile boys and girls
Goal Setting / Life Planning
National Institute of Flamenco / Fund Raiser / Assisted in Master Classes
Albuquerque Business Owners / Motivational Speaking / Legacy Planning
University of New Mexico Mock Trial Competition / Witness Preparation
South Valley Legal Clinic / Assisted low income and Special Needs clients
Albuquerque Senior Community Centers / Education and Service for Senior Affairs
"One person caring about another represents life's greatest value." Jim Rohn
A Special Thank You To Our Clients
I have always considered it an honor and privilege to be of service to you over the years; I feel the same as I continue to serve you today. I am grateful for the confidence and trust you have placed in me and The Agency Management Company for some of life's most critical decisions.
You, your business, and your referrals are truly appreciated. As always, don't hesitate to contact us if you have any further questions or know of someone who may need our help.
My sincerest appreciation,
Ellen Baca, Agency Principal / Managing Partner