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.  

 

Travis Flandermeyer, MBA, AIF

Investment Adviser Representative

505-717-1111

505-291-0758

[email protected]

Travis has a unique background that serves him well in working with physicians nationwide. Travis was raised in a medical family and gained an insider’s knowledge of the business side of medicine while working in the family practice.

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Phil Messuri, MS, CFP®

Investment Advisor Representative

505-798-6941

866-219-3789

Mr. Messuri’s education and extensive experience enables him to provide comprehensive client support. He has over 35 years of management and leadership experience stemming from his career in the U. S. Air Force, six years as a program manag
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Amber Wells

Client Services

505-717-1111

505-291-0758

[email protected]

Amber brings 16 years of experience to our company, including 10 years in a medical office. She join our team in August 2014. Amber is licensed in property, casualty, life and health insurance. Her background lies in medical insurance/billi
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Joshua Hovda, CFP®

Investment Advisor Representative

(505) 291-8585 ext. 2010

[email protected]

Josh joined our team in 2014. He graduated from the University of New Mexico’s Anderson School of Business in 2008 with a BA in Business Administration. He holds Series 7 and 66 registrations, and has New Mexico insurance license...

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Robert Quinlan MBA.

Client Services Associate

505-798-6941

866-219-3789

[email protected]

Robert Quinlan joined Financial Solutions in 2018 as a associate. Robert is responsible for direct client support services for Phil Messuri, Travis Flandermeyer...

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