Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Mike Melby
Investment Advisor Representative and Chief Investment Officer
“Successful investing is the constant need to replace fear and greed with perspective, context, and patience.”
Jodie Gallovich
Senior Vice President and Investment Advisor Representative
“Balance in all things is what keeps us motivated and sane.”
Tracy Cuda
Senior Vice President and Investment Advisor Representative
"Education is the first step in achieving financial independence."
Jacque Flindall, CFP®
Investment Advisor Representative
"Embracing the act of balance allows us to achieve peace, freedom and an overall happier, healthier life."
Francisco Tort
Investment Advisor Representative
"Be Smart, live well and take care of everyone"
Peyton Gallovich
Investment Advisor Representative
"Taking the rocket science out of financial planning"
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.