Our Team

 

Phil Messuri, MS, CFP®, ChFC  

Morris Chavez, MBA

  
Renee Gwyther, MBA     
   
PHIL MESSURI, MS, CFP®, ChFC Phil pic

Phil Messuri’s professional experience and formal education enable him to provide a wide array of financial services. He holds CERTIFIED FINANCIAL PLANNER®, PROFESSIONAL and Chartered Financial Consultant (ChFC) certifications and has a Master of Science in Engineering. Mr. Messuri has over eighteen years of financial management experience. Finally, he is a Registered Principal and an Investment Adviser Representative with Financial Network.

Following a career in the United States Air Force as a pilot, teacher and project manager, Phil worked for two technology companies managing a wide array of programs. In 1996, he entered the financial planning field and thoroughly enjoys bringing together his formal education, managerial experience and financial knowledge.

Mr. Messuri provides financial planning, investment and consulting services and Wrap Fee Programs to individuals and business owners. He prefers to do a thorough review, and his recommendations typically include strategies for wealth accumulation, asset diversification, wealth preservation and personal risk protection. Also, he advises closely held business owners on the importance of their business in personal planning, corporate compensation, succession preparation and risk planning.

Phil is an active member of his community as evidenced by the following:
MORRIS CHAVEZ, MBA

Morris G. Chavez, Registered Representative, Financial Planner and a licensed LTC, life, health, disability and annuity insurance agent, is an Investment Adviser Representative with Financial Network.

Morris entered the financial services and insurance industry in 1995. For the past five years, Morris has been the Regional Compliance Supervisor for Financial Network. His practice focuses on the advantages of asset management, “wrap fee” programs and asset protection with living benefits. Knowledge and experience play key roles in helping clients effectively work toward their financial goals.

A lifetime resident of Albuquerque, New Mexico, Morris is active in the community.
 
Morris graduated from New Mexico Highlands University with a BA in Accounting and MBA Economics/Finance. Morris was a New Mexico Fellows recipient.
 
Financial Network Investment Corporation, member SIPC, is a full service broker-dealer and Registered Investment Adviser, providing financial planning, investment advice and brokerage services.
RENEE GWYTHER, MBA  

After graduating from Texas Christian University with a BA degree and spending several years working in Texas, I returned home to New Mexico in 2002 working for Pfizer Pharmaceuticals as a sales representative. Pfizer honored me as Rookie of the Year for the Southwest Region in 2002 and as a Circle of Excellence award-winner for outstanding achievements in 2003. I earned an MBA from the University of New Mexico in May 2006. During my studies I realized that a career in the financial services industry met my desire to enter a challenging, exciting and rewarding field. This field has also allowed me the opportunity to build long-lasting client relationships.

Financial Network is one of the largest independently managed broker-dealers in the nation. I chose to join this organization after witnessing my mother start a financial consulting business with Financial Network in 1988 and develop it into the thriving practice it continues to be today. She serves as my mentor, sounding board and experienced voice, while Financial Network provides me all the necessary tools to excel in this career. I value the vast array of avenues and investment choices made available to my clients through Financial Network. I feel confident that this arrangement provides the greatest opportunity to find the right solution tailored to each individual client. Together, we make a great team!

Outside of my career, I love spending time with my husband, Brad, enjoying the outdoor playground that is New Mexico. Whether it is skiing, mountain biking or jogging with our dog, we appreciate the near year round sunny weather and take advantage of it whenever possible…unless college football is in full swing and we’re cheering for our alma maters! Involvement in the community plays a vital role in my spare time. I volunteer for the Sandoval County Court Appointed Special Advocates (CASA) organization, where I provide a voice for abused and neglected children as their cases move through the court of law. I also enjoy working with Junior Achievement of New Mexico, teaching basic business principles to high school youth. I look forward to involving myself more within the greater Albuquerque community in the future.