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Our team is what makes Blue Dot Wealth Management the strong, successful company it is today. All of our team contribute to our strong ethical code built on honesty, trust and integrity. We strive to work closely with our customers to help them meet their financial planning goals, creating long-lasting relationships that ensure each of our customers is given a personal, tailored service.
Established by Rob Young after more than 20 years in the industry, Blue Dot Wealth Management was built to meet our customer values. We offer a diverse range of services that are adaptable in line with the investing climate to ensure the best outcomes for clients. We work with all kinds of clients, including individuals, families, businesses and non-profits, working with them to achieve their financial goals.
Working with our independent broker-dealer, Cambridge Investment Research, Inc., we’re a financial services firm that has our client’s best interests at heart. We’ve built our business in a way that gives us the flexibility to serve our clients’ needs, welcoming them all as part of the Blue Dot Wealth Management Family.
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.
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: Raiders of the Lost Ark
Favorite Music: Rush (this week)
After college graduation, Mary spent 8 years in corporate project management. Her entrepreneurial spirit led to a career change, working as a Residential Realtor for 17 years. She became intrigued with the financial planning world as she did her own retirement planning, and saw the ability to help clients with multiple aspects of their financial lives. 2023 is her 19th year in the industry, and she still loves working with clients who are in various life “chapters.”
Mary’s business process includes “education,” communicating complicated financial concepts to clients in a clear, concise, and easy-to-understand fashion, so they can make good decisions about the products, services, and financial choices that are available to them. With this “big picture” view, strategies can then be implemented to optimize the potential for success. Her goal is to help her clients worry less about money, so they can enjoy life more.
Mary’s educational background includes a Bachelors in Business from Sacramento State University, an MBA in Finance from Golden Gate University, and a CFP® Certificate from
Favorite Movie: Momma Mia
Favorite Music: 80’s rock’n roll / Christian Contemporary
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.
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.
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
In 1991 Melodie moved to the Phoenix metropolitan area and began working in a supporting role for a consulting firm which eventually led to a position in sales for a software 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 all the kids in 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 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 took them 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 finding Win Win solutions for her clients and business partners. In 2023 she was excited to return to work and especially excited to work with Rob once again.
In 2020, Mary moved to Arizona with her husband and two small children. She spent the first year enjoying time with her family and working in the local schools. In 2022, Mary began working as an analyst for a boutique hotel revenue management company. She joined Blue Dot to put her true assets to work. She enjoys helping others and being part of a team that provides unmatched confidence to clients.
Mary is the Chairman of the Board at her country club and president of the ladies’ golf league. When she isn’t working, she enjoys spending time with her family and golfing as often as possible.
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representatives, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge Investment Research and Blue Dot Wealth Management are not affiliated.
Cambridge’s Form CRS (Customer Relationship Summary)
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