Broker Check

Financial Solutions Planning and Investments

 
 

Phil Messuri, MS, CFP®
phone: 505-798-6941

Travis Flandermeyer, MBA, AIF® 
phone: 505-717-1111

 
 

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 are more effective, creative, and comprehensive as a team than we are as any one individual. Creativity equals problem solving; our team collaboration results in creative, individual financial solutions for our clients.

 

Philip J. Messuri is a Certified Financial Planner™ Professional and owns a financial planning and investment management firm in Albuquerque, New Mexico. Mr. Messuri entered the financial planning and investment arenas in 1996. Mr....

Read more

Travis Flandermeyer, MBA, AIF®

Investment Adviser Representative

505-717-1111

505-291-0758

Travis Flandermeyer, an MBA, is an Investment Adviser Representative with Cetera Advisor Networks and a licensed life and disability insurance agent. Travis has a unique background that serves him well in working with physicians...

Read more

Joshua J Hovda, CFP®

Investment Advisor Representitive

505-291-8585 ext 2010

505-291-0758

Josh Hovda joined Financial Solutions in 2014. Mr. Hovda 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, which allow...

Read more

Robert  L. Quinlan MBA

Client Services Associate

505-798-6941

866-219-3789

Robert Quinlan joined Financial Solutions in 2018 as Client Services Associate. Robert is responsible for direct client support services for Phil Messuri, Travis...

Read more

Renée Gwyther, CFP®

Investment Adviser Representative

505-798-6947

866-519-5669

Renée specializes in holistic wealth management and financial planning solutions customized for clients of all ages experiencing life-changing transition. She recognizes that whatever happens in her clients’ lives, there...

Read more

Marcia Smith has worked in the financial service industry for over 20 years; sixteen of which have been supporting financial advisors at two large investment firms. Her primary role at Cetera is to provide client support service for Mr...

Read more

Amber Wells

Advisor Assistant

505-508-4661

866-291-0758

Amber Wells brings 16 years of experience to our firm, most recently including 6 years with a local office of a large national insurance company. She joined our team in August 2014. Amber is the primary administrative and service...

Read more

Dan Wilkinson has provided financial services to clients for more than two decades. He recognized early the complexities individuals and business owners face when implementing employee benefits, and has focused his practice around...

Read more