Total Investment Management, Inc.

Patrick Brock is a financial advisor at Total Investment Management, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 credentials with nine years of industry experience. He has been with Total Investment Management since 2015 and concurrently works as a flight attendant for Southwest Airlines, where he has served since 1988. Outside of advisory work, he is president of Brockproperties S-Corporation. Total Investment Management, Inc. serves individual clients, including high-net-worth households, offering financial planning and a tiered investment management platform. The firm also provides a subscription program tailored for aviation professionals and employs a tactical asset-allocation approach using model portfolios with mutual funds and ETFs.

Bryan Lee is a financial advisor at Total Investment Management, Inc. with 20 years of industry experience. He holds the Series 66 designation and has worked at Total Investment Management since 2005. Lee also serves as a portfolio manager at Resq Investment Partners, LLC, and is the owner of Vision 4 Fund Distributors. Total Investment Management, Inc. provides financial planning and investment management primarily to individual clients, including high-net-worth individuals and aviation industry personnel. The firm manages assets chiefly on a discretionary basis using strategic and tactical asset allocation supported by fundamental and technical analysis, offering multiple service tiers to address varied client needs.

John Greer is a CFA® charterholder and holds a Series 65 license with 13 years of industry experience. He is a portfolio manager at Resq Investment Partners and an investment adviser representative at Total Investment Management, Inc., where he has worked since 2007. Greer is also the owner of Vision 4 Fund Distributors. Total Investment Management, Inc. provides financial planning and investment management primarily to individual clients, including high-net-worth individuals and aviation industry personnel. The firm manages assets using strategic and tactical asset allocation supported by fundamental and technical analysis and offers multiple service tiers ranging from subscription-based commentary to integrated wealth management.

Nicholas Parisi is a CFP® professional at Total Investment Management, Inc. in Scottsdale, AZ, with 11 years of industry experience. He has worked at Learnvest Inc. and Financial Engines Advisors L.L.C. prior to joining Total Investment Management in 2019, following a one-year sabbatical. Total Investment Management serves individual clients, including high-net-worth households, offering financial planning and a tiered investment management platform. The firm specializes in a subscription-style program for aviation professionals and employs a proactive tactical asset-allocation approach using model portfolios with mutual funds and ETFs.

Michael Blake is a financial advisor at Total Investment Management, Inc. with one year of industry experience. He holds a Series 65 credential and has worked as a pilot for American Airlines since 2000. Total Investment Management, Inc. provides financial planning and investment management primarily to individual clients, including high-net-worth individuals and aviation industry personnel. The firm manages assets using a combination of strategic and tactical asset allocation and offers multiple service tiers, including subscription-based commentary targeted to aviation professionals.

James Hughes is a CFP® with 20 years of experience in financial advising, currently serving at Total Investment Management, Inc. since 1998. He holds Series 63 and Series 65 licenses and works as part of a seven-advisor team based in Plantation, Florida. Total Investment Management, Inc. provides financial planning and investment management primarily for individual clients, including high-net-worth individuals and many from the aviation industry. The firm manages over $1.1 billion in assets using a combination of strategic and tactical asset allocation and offers multiple service tiers tailored to different client needs.

Todd Foster is a financial advisor at Total Investment Management, Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked with Resq Investment Partners since 2014. Outside of his advisory roles, Foster is the owner of Vision 4 Fund Distributors. Total Investment Management, Inc. provides financial planning and investment management primarily to individual clients, including high-net-worth individuals and aviation industry personnel. The firm manages assets using a combination of strategic and tactical asset allocation and offers multiple service tiers tailored to varying client needs.

Philip Lowe is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Total Investment Management, Inc. He has been involved with Total Investment Management since 1998 and has operated Lowe Financial since 2001. In addition to his advisory work, he holds a Utah insurance license and may recommend insurance products on a fully disclosed commission basis. Total Investment Management, Inc. provides financial planning and investment management primarily to individual clients, including high-net-worth individuals and aviation industry personnel. The firm manages assets using a combination of strategic and tactical asset allocation and offers multiple service tiers with varying levels of client interaction and integrated planning.