Joshua Mellberg is an Investment Advisory Representative and licensed insurance agent. As a public speaker, he frequently conducts presentations on retirement income and investment planning, as well as national training events for financial professionals in tax and income planning strategies. He has been featured on CNBC, AZ-PBS and Yahoo! Finance. Josh learned the value of a dollar the old-fashioned way – through hard work and integrity. His work ethic started in high school when he managed his own lawn-care business. While in college at Western Michigan University, he proved his business savvy as he ran an online collectibles business and four construction crews building lofts in college dorm rooms. After graduating with a business management degree, Josh began his financial career with a trust company and then moved to a captive insurance company. These jobs taught him two valuable lessons. The first was that every client who was sold a trust didn’t actually need one. And second was that a successful company needs to find products their clients need, rather than look for clients to sell products to. This prompted Josh to start J.D. Mellberg Financial where he vowed to always offer clients a wide array of proven retirement products and services to help protect and then manage their assets to fit their goals.
Introducing J.D. Mellberg Financial
President and Founder, J.D. Mellberg Financial
Sr. Vice President of Operations
Rosa oversees the firm’s strategic overall direction, employees, and agent/advisor performance. Rosa is actively involved in the hiring of team members and skilled at helping employees develop their potential. She is responsible for ensuring the service we provide to our clients is at optimum level and that we meet and strive to exceed state regulation, Financial Industry Regulatory Authority (FINRA), Securities and Exchange Commission (SEC) and other industry standards for compliance and client privacy.
Rosa has thirty years’ experience in the financial industry, ten of those as Senior Vice President and Chief Operating Officer at Countrywide Investment Services.
Rosa has successfully passed her Series 7, 63 and 24 securities licenses and has been with J.D. Mellberg Financial since 2010.
Operations Manager – F2F Advisors Elite
Pete’s experience in the financial industry began with a mortgage firm where he increased their monthly business from $9 million to $60 million within one year. When he joined J.D. Mellberg Financial in 2012, it was during a pivotal time in the company’s growth, and Pete was charged with building the sales floor team, processes and systems with an emphasis on integrating with marketing. The congruent and streamlined client experience, on which J.D. Mellberg Financial prides itself, has been key in the firm’s continued growth. Pete’s responsibilities today are in building the national team of licensed agents and advisors – recruitment, development and fulfillment of ongoing educational materials, training and incentive events, and individual marketing collateral – all centered around Josh and J.D. Mellberg Financial’s core client-centric belief system.
David M. Robinson
Senior Vice-President and General Counsel
Mr. Robinson has over thirty years of experience as a lawyer and CPA in the financial services industry. He has worked as in-house counsel with several very large insurance companies, including USAA, AIG and American Fidelity Assurance Co. He has also served as Chief Compliance Officer of an insurance affiliated broker/dealer. He holds a B.B.A. from the University of Notre Dame, a J. D. from University of Mississippi, an LL.M. in tax law from New York University as well as an MBA from St. Mary’s University. Mr. Robinson’s legal experience includes significant work experience in Tax Law, Insurance Regulation as well as Securities Regulation. Mr. Robinson also holds the Series 7, Series 24, Series 63 and Series 65 registrations with FINRA as well as an Arizona Life, Health and Accident insurance license. He also holds the CLU and ChFC insurance designations.