Broker Check

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."

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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

Tracie Reithmann

Investment Advisor Representative

Tracy Cuda

Investment Advisor Representative

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

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Tracy Hunter

Investment Advisor Representative