“To my mind, there is perhaps no better demonstration of the folly of human conceits than this distant image of our tiny world. To me, it underscores our responsibility to deal more kindly and compassionately with one another and to preserve and cherish that pale blue dot, the only home we’ve ever known.” — Carl Sagan
Working with a financial advisor is an important step in the pursuit of your financial goals. At Blue Dot Wealth Management, let’s work together to help solve your greatest challenges.
At Blue Dot Wealth Management, we recognize that acting with integrity, serving honestly, and being motivated by a code of ethics is just the bare minimum of what a financial advisor should bring to every relationship. As the late astronomer Carl Sagan said, it is “our responsibility to deal more kindly with one another.” We are driven to understand the values of our customers to better work together and create growth toward their goals. We model each portfolio as a reflection of the unique person and circumstances that it serves.
After 20 years in the industry, Rob Young founded Blue Dot Wealth Management to create an environment of service in line with the values of our customers. Reflecting on the dot com bubble, recovering from the housing bubble, and preparing for future uncertainty, we recognize how important it is to be diverse and adaptable no matter the investing climate. After all, everything we’ve ever known fits on a pale blue dot. Our mission is to create value in the lives of our clients by helping families, businesses, and nonprofits leave a legacy that reflects their values.
Blue Dot Wealth Management is an independent firm, which means we are not employees of an investment or financial services firm. Our independent broker-dealer, Cambridge Investment Research, Inc., enables us to offer financial services based on what is truly best for our clients. We have the freedom to structure our business in a manner that best serves our clients.
Financial Advisor – Email Rob
Rob Young has dedicated over 23 years to the financial services industry. He graduated from Northern Arizona University in 1996 with a bachelor’s degree in history and a minor in anthropology. Rob’s focus on analytics and long-term investing have provided him with a different view of the market. His own family’s financial experience inspired him to take a client-centered approach. Rob holds FINRA Series 4, 7, 24, and 66 licenses and various insurance licenses.
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Rob is prepared to help his clients no matter where they are in their financial journey. He specializes in strategic planning, socially responsible and values-based investing, and retirement planning for families and small businesses. Beyond his service excellence and extensive experience, Rob brings integrity and honesty to every client relationship.
More than anything, Rob loves spending time with his wife and three children. He is an avid reader, musician, and collector of music. He enjoys a good cup of coffee, building furniture, and numerous outdoor activities including hiking, backpacking, and snowboarding. Rob supports the Surfrider Foundation, the FC Cancer Foundation, and locally, Friends for Life Animal Shelter and Hospice of the Valley.
Favorite Movie: Elf
Favorite Music: Dave Matthews Band (really most music)
Born and raised in Colorado, Ryan Bailey has been helping clients overcome complicated legal and ﬁnancial challenges for nearly a decade. As a licensed attorney in the state of Colorado, his law practice focused heavily upon individual tax relief and assisting clients with their business and estate planning needs. While Ryan was successful in helping clients that found themselves in complicated situations, he wanted to help clients take a proactive approach to financial planning and tax planning. Ryan obtained his FINRA Series 7 and 66 licenses, as well as various insurance licenses and in July of 2022 joined Blue Dot Wealth Management.
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Inspired by his passion for serving others, he believes that every client has unique circumstances and every client deserves a personalized approach to the accumulation, protection, and distribution of wealth throughout their lifetime. He works with clients to identify key financial goals, and then implement a strategy that will maximize the potential for success based upon their unique circumstances and investment preferences.
Ryan loves spending his free time with his wife and daughter, and together they enjoy spending as much time as possible exploring the wilderness. He has a passion for the outdoors and is an avid ﬂy fisherman, a hobby that he also loves to share with others. Other hobbies include traveling, camping, hiking and snowboarding. He is grateful for any opportunity to share these experiences with close friends and family, and truly enjoys any opportunity to learn or meet new people along the way.
Financial Advisor – Email Jake
While he was growing up in Boulder, Colorado, for as long as Jake Lund could remember, the pursuit of playing professional baseball was all he thought about. He found a limit to that dream in his early twenties, missing the NJCAA World Series by one game. As he changed his focus toward academics, he applied that same drive for excellence toward his Bachelors in Economics from Arizona State University.
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Jake has spent the last ten years helping his clients achieve their ﬁnancial goals through proper planning and strategic investing. He has combined a Chicago, mid-western work ethic with a passion for helping his clients pass on generational wealth. He takes an athlete’s approach to helping his clients see their big picture goals and can eﬀectively communicate how they will hit each milestone by breaking things down into manageable steps. Jake believes that when we help families do better ﬁnancially, we help strengthen our communities as well.
Jake is married to his college sweetheart, Zaira and they have two boys. It is rare to ﬁnd anyone in the family indoors. As a family, they love to camp, hike, and spend time at all the boys sporting events. Jake is an avid ﬂy ﬁsherman and, of course, he coaches his sons baseball teams.
Client Relationship Manager
Emily was raised in Ann Arbor Michigan and attended Purdue University to study art history. In college, she discovered her love of cooking and that led her to manage the kitchen of a brewpub for five years. She enjoyed it so much that she earned her Associates Degree in baking and pastry. Emily continued to work in the pastry field for ten years, primarily as a cake decorator in both Michigan and Colorado.
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In 2015 Emily moved to Arizona with her husband and two small children. Looking for something that would give her time to spend with her young children and still have some food focus, she began working at a Montessori school running the lunch program.
She loved getting to know each family which allowed her to help facilitate a family-like feeling for both the kids and parents. Emily loves taking the time to personally get to know people and she’s taken that passion and put it to work at Blue Dot Wealth Management. She loves talking to people and helping in anyway possible.
During the summer of 2020 Emily and her family moved back to Colorado to enjoy the mountains and be closer to family. However, the desert still holds a special place in her heart.
Favorite Movie: Love Actually
Favorite Artist: Grateful Dead
Technology Coordinator – Email Melodie
Melodie was born and raised in Southern California and grew up in a large family, the 3rd of 6 children. Following high school, she attended college at BYU and graduated in 1987 with a bachelors in Human Development. Melodie returned to Orange County to run childcare programs for the Newport Beach YMCA.
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In 1991 Melodie moved to the Phoenix metropolitan area and began working in a supporRng role for a consulRng ﬁrm which eventually led to a posiRon in sales for a soTware company selling Novell add ons. She married her sweetheart, Mark Leon, in 1994 and in 1997 she and Mark made the decision for her to stay home with their two young daughters which, over the next few years, grew to 4 children.
In 2008, with her children out of elementary school, Melodie was ready for new challenges that allowed her to both work from home and return to a sales role. She spent a number of years working for home inspection company in Phoenix where she helped grow that company from 2 full time employees to 8 full time employees. While in that role, she helped facilitate an acquisition that netted the company she worked for a nearly 50% increase in territory in exchange for simply training additional sales employees. Around 2014, Melodie met Rob through a business networking group where they became friends.
In 2018, Mark had an amazing opportunity that required them moving to northern Virginia. Over the past few years, Melodie and Mark have been enjoying 4 seasons, the rich amount of history found on the east coast, and making new friends. The common theme in all of the roles Melodie has had has been one of Servant Leadership and ﬁinding win win win solutions for her clients and business partners. She is excited to return to work and especially excited to work with Rob once again.
Independent financial professionals have the freedom to choose who they do business with, including who they want as their broker-dealer. We have chosen Cambridge Investment Research, Inc. (Cambridge) as our independent broker-dealer – the company that processes our investment business and helps ensure we are appropriately licensed, properly complete and maintain paperwork, and follow securities laws.
Cambridge is a financial solutions firm focused on serving independent financial professionals and their investing clients while preserving its private control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest privately controlled independent broker-dealers in the country.
We believe advisor choice is our business, and we are committed to serving quality independent financial professionals focused on serving the best interests of their clients.
Cambridge believes in the entrepreneurial spirit of the financial professional. Instead of asking us to fit a certain mold, Cambridge empowers us with a vast menu of compliance-friendly programs, products, and services. This allows us to customize an investment strategy designed to meet your unique long-term financial needs. Cambridge Awards and Recognitions
To learn more about how Cambridge allows us to do business in a way that best meets the needs of our clients, visit www.cir2.com.
What We Do
Personal Retirement Planning
Small Business Planning
Entrepreneurs have a lot on their plate. They are often the CEO and the janitor and usually have worn every hat in between while bringing their company from start up to its current form. Choosing a retirement plan platform requires some degree of time and consideration. Every provider has their strengths and weaknesses and the rules change regularly. We cut through the jargon and help business owners tailor a plan that fits where they are today. Offering a retirement savings plan not only helps secure the owner’s future, but it can help employees secure theirs.
College Savings Plans
Why We Do It
“When we are young
Wandering the face of the earth
Wondering what our dreams might be worth
Learning that we’re only immortal
For a limited time”
from the song “Dreamline” by Rush
I have a number of things I enjoy. I have always been inclined to trying new things if it seemed like it would be fun or piqued my interest. I am, however, only passionate about a few things: My family, music (and art in general), and the people I care about.
When I started in the Financial Services industry in 1997, I was fresh out of college with a clear idea of who I was and what I wanted out of life. None of those plans had anything to do with stocks, bonds, mutual funds, or retirement planning. However, a funny thing happened a few months into my career: I realized I loved learning about trends, markets, and economics. It’s a story of human behavior, action and reaction, and American innovation’s impact on our particular arc of history. A year turned into a few and now almost a quarter century later I am humbled to get to help families grow and pass on the values and assets they’ve accumulated over a lifetime.
It wasn’t a straight line. I was fortunate to meet some mentors that helped me connect the dots between capital markets and the families we serve. That connection resonated with me because of my family could have used that help when my mom was a young girl. As I started working with my clients, I wasn’t surprised to find that I cared deeply for them and loved getting to know them and their stories. I continue to be humbled that we get to be a part of our client’s journeys as we all “wander the face of the earth” and hopefully help them identify their ideas of significance and legacy.