Broker Check

Cetera Financial Group - Advanced Planning

Amber Wells

Client Services

505-717-1111

505-291-0758

wellsa@ceteranetworks.com

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

jhovda@ceteranetworks.com

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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Juliet A. Hendrickson, ESQ.

Senior Attorney, Advanced Planning Group at Cetera Financial Group

Juliet A. Hendrickson is a senior attorney in the Advanced Planning Group for Cetera Financial Group, a leading network of independent broker-dealer firms. The platform is the secondlargest independent financial advisor network in the...

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Phil Messuri, MS, CFP®

Investment Advisor Representative

505-798-6941

866-219-3789

messurip@ceteranetworks.com

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

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Robert Quinlan MBA.

Financial Advisor

505-588-2014

866-219-3789

quinlanr@ceteranetworks.com

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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Stanley  R. Smiley ESQ.

Senior Vice President, Advanced Planning Group at Cetera Financial Group

As senior vice president of the Advanced Planning Group, Stan Smiley is responsible for the development and implementation of advanced planning strategies for Cetera Financial Group, a leading network of independent broker-dealer firms...

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Suraj Bhakta

Business Operations Associate

505-717-1111

505-291-0758

bhaktas@ceteranetworks.com

Suraj Bhakta graduated from the University of New Mexico’s Anderson school of Management with his Bachelor’s in Finance and International Management. Suraj’s goals are to develop his skills and further evolve his role...

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Travis Flandermeyer, MBA, AIF

Investment Adviser Representative

505-717-1111

505-291-0758

travis@ceteranetworks.com

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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