Meet the Lakeridge Team

A Team With You in Mind.

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 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. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

New Mexico

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Travis Flandermeyer, MBA, AIF®

Co-Founder & Senior Financial  Advisor

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Philip J. Messuri, MS, CFP®

Senior Financial Advisor

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Connie Lee
CFA, CFP®

Financial Advisor

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Shae Saxton

Financial Advisor

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Amber Hovda

Office Manager & Executive Assistant 

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Colleen Prina

Operations Manager

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Robert L. Quinlan, MBA

Financial Advisor

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Joshua J Hovda, CFP®

Financial Advisor

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Danielle Archibeque

Operations Assistant

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Marcia Smith

Executive Assistant to Philip J Messuri, MS, CFP®

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Corina Gutman, CFP®, CHFC, CLU

Senior Financial Advisor

Ohio

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Brian W. Distler CFP®

Co-Founder & Director of Wealth Management

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Julie M. Distler CPA, MBA

Senior Financial Advisor

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Kayla A. Stowe CFP®, CRPC®

Senior Financial Advisor

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Stacie Kimpton

Client Services Associate

Colorado

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Brandon Kane, CFP®

Senior Financial Advisor

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Dalton Herrin

Financial Advisor

Our Primary Purpose

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

We are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.