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.