Team
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
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
505-291-0758
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
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...