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, MBA, AIF Investment Adviser Representative 505-717-1111 505-291-0758 email@example.com Phil Messuri, MS, CFP® Investment Advisor Representative 505-798-6941 866-219-3789 Amber Wells Client Services 505-717-1111 505-291-0758 firstname.lastname@example.org Joshua Hovda, CFP® Investment Advisor Representative (505) 291-8585 ext. 2010 email@example.com Robert Quinlan MBA. Client Services Associate 505-798-6941 866-219-3789 firstname.lastname@example.org Suraj Bhakta Business Operations Associate 505-717-1111 505-291-0758 email@example.com Have a Question? Name Email Question Thank you! Oops!