Our Family
Francisco Tort
Investment Advisor Representative
"Be Smart, live well and take care of everyone"
Jacque Flindall, CFP®
Investment Advisor Representative
"Embracing the act of balance allows us to achieve peace, freedom and an overall happier, healthier life."
Jodie Gallovich
Investment Advisor Representative
“Balance in all things is what keeps us motivated and sane.”
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.”
Tracy Cuda
Investment Advisor Representative
"Education is the first step in achieving financial independence."
