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Advisory Team

Our team personifies the axiom: the whole is greater than the sum of its parts. While each team member contributes unique knowledge, experience and skills, we take pride in our collaborative impact, resulting in creative, individual financial solutions for our clients.

Our knowledge base runs deep. The majority of our team members have masters degrees or Certified Financial Planner (CFP) status, which makes us well qualified to partner with you to help pursue your financial goals.

Get to know our team

Travis Flandermeyer

Travis Flandermeyer, MBA, AIF

Investment Adviser Representative

505-717-1111

505-291-0758

Phil  Messuri

Phil Messuri, MS, CFP®

Investment Advisor Representative

505-798-6941

866-219-3789

Suraj Bhakta

Suraj Bhakta

Business Operations Associate

505-717-1111

505-291-0758

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