Broker Check

Our Family

Francisco Tort

Investment Advisor Representative

"Be Smart, live well and take care of everyone"

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Jacque Flindall, CFP®

Investment Advisor Representative

 "Embracing the act of balance allows us to achieve peace, freedom and an overall happier, healthier life."

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Jodie Gallovich

Investment Advisor Representative

“Balance in all things is what keeps us motivated and sane.” 

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Marli Smythe

Investment Advisor Representative

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.”

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Steve Cook

Financial Advisor Representative

"Making the complicated simple"

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Tracy Cuda

Investment Advisor Representative

"Education is the first step in achieving financial independence."

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Tracy Hunter

Investment Advisor Representative