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
505-291-0758
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.
Phil Messuri, MS, CFP®
Investment Advisor Representative
866-219-3789
Amber Wells
Client Services
505-291-0758
Joshua Hovda
Investment Advisor Representative
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...