Broker Check

Team

Our firm has been built to help doctors.  Whether it was growing up in a medical household and office or starting as a medical biller at a private practice, our team has the insiders experience to help you.  For that reason, we specialize in working with doctors because we understand where you're coming from and where you're going.  

 

Advisory Group

Travis Flandermeyer

Travis Flandermeyer, MBA, AIF

Investment Adviser Representative

505-717-1111

505-291-0758

Phil  Messuri

Phil Messuri, MS, CFP®

Investment Advisor Representative

505-798-6941

866-219-3789

Suraj Bhakta

Business Operations Associate

505-717-1111

505-291-0758

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