Joshua Mellberg
President

Joshua is a Registered Investment Advisor, a Certified Senior Advisor and a licensed Insurance Agent. He holds a series 65 license in stocks, bonds, securities and private placements. A third generation Tucsonan, he is a business graduate of Western Michigan University.  He is a public speaker, frequently conducting seminars on retirement and investment planning.  Joshua periodically hosts a weekly show on investments on Tucson's 790 AM radio station.  He is a national trainer for financial advisors in tax and income planning and holds a Certificate of Approval with the National Ethics Bureau.  Joshua's nationally recognized awards include being named as:

• Agent of the Year for 2005, 2006 & 2007 by Forward Strategies out of over 5,000 Financial Advisors.
• Fourth Finalist for Legacy's Million Dollar Meetings of The Mind out of 30,000 agents nationwide.
• Product Consultant for Legacy, a firm dedicated to developing innovative financial products that provide growth potential and principal protection.

Joshua resides in Tucson, Arizona with his immediate family. He enjoys taking advantage of Arizona's many outdoor activities including hiking, hunting, and biking. He also enjoys trips to Michigan and California.

Brian Buxton, CLU, ChFC

Advisor

Brian is a Chartered Financial Consultant and holds the Charter Life Underwriter designation.  He attended the University of Utah and Auburn University in Alabama.  He has provided clients with comprehensive estate and financial planning for over twenty years and has spoken to thousands of retirees at workshops and seminars.  He is a member of the Southern Arizona Estate Planning Council as well as The Society of Financial Service Professionals.  Brian has four children.

Ana Sanchez-Navarro

Advisor

Ana is a licensed Insurance Agent and Representative, as well as an active Arizona Real Estate Broker.  She is also a fifth generation Tucsonan and a graduate of the University of Arizona.  She has been named to the national registry of "Who's Who in Executives and Professionals" and has earned the highest of real estate designations.  She remains nationally ranked in luxury home and land sales.  She has proudly raised three children.

Jennifer M. Gray

Operations Manager

Jennifer is a business management and marketing graduate of Northwood University in Michigan.  Jennifer served as a financial advisor with American Express Financial Advisors for over seven years.  She has owned several successful businesses, including a financial planning company, a fitness center for women, and a consulting business.

Brent M. Wilson

Senior Case Manager

Brent joined J.D. Mellberg Financial in November 2007. In his role as Senior Case manager, Brent evaluates client portfolios and monitors investment strategies while helping maintain a fluid, positive and successful client relationship. Before joining J.D. Mellberg Financial, Brent spent nearly four years working with Wells Fargo Bank and Wells Fargo Investments. During his employment with Wells Fargo, his responsibilities encompassed comprehensive needs analysis, financial plan implementation and cash management. Due to his time with a highly regarded lending institution, he has extensive knowledge of credit analysis as well as private and small business lending experience. Prior to Wells Fargo, Brent spent two years with Morgan Stanley as a Junior Financial Advisor with the top Corporate Services team of the firm. Special emphasis was placed on helping to develop and maintain relationships between Senior Advisors and the vast client base they managed in the Silicon Valley. Experience through 401K and ESOP management of well known technology companies, such as McAfee, Intuitive Surgical, Extreme Networks, STC and Covad Communications has helped Brent establish a firm understanding of the differences and similarities between small to large asset management.

Brent is a Tucson native. He holds the Series 7 General Securities license, the Series 66 Registered Investment Advisor & State Laws license, the Series 31 Commodities & Futures license as well as the Arizona Life, Health & Sickness Insurance Producers license. Brent is currently working toward obtaining his Certified Financial Planners accreditation (CFP).

Rachelle J. Mellberg

Executive Assistant

Rachelle is a University of Arizona graduate.  Rachelle directs marketing, sales, and customer relations.

Heidi A. Stoltz

Sales Assistant

Heidi is a finance graduate of the University of Arizona.  Heidi served as a Branch Operations Assistant for two years with UBS Financial Services.  She assists with sales and marketing.