Meet the PFG Team
We've been there. And now, we’re bringing our experience to you. The PFG management team is uniquely qualified to help financial institutions and independent advisors take their businesses to the next level of growth. Our financial institution and independent advisor experience has helped numerous financial institutions build industry leading wealth management and financial services programs. How can we assist you?
President/Chief Executive Officer
Credit Union Financial Network | Priority Financial Group
Mike is the co-founder of Priority Financial Group (PFG) and Credit Union Financial Network (CUFN). In addition to over 20 years of experience in the securities industry, he brings dedicated expertise helping financial institutions and financial advisors reach their unique goals. Prior to founding CUFN and PFG, Mike earned a B.A. in Management and held progressive customer service and project management roles for American Express TRS.
Mike is passionate about consulting and bringing the Charles Schwab, TD Ameritrade, Fidelity, and Securities America platforms to Financial Institutions and Financial Advisors. He earned the Certified Innovation Executive (CIE) certificate from Stanford University’ Graduate School of Business and the CUES Strategic Innovation Institute in 2017.
He is a recognized industry expert and sought-after speaker, helping financial institutions adopt and implement a best practices approach to designing successful investment services programs and strategies. Mike is a member of the NACUSO Financial Services Advisory Board and a member of the Securities America Executive Advisory Council. He enjoys spending quality time with his family, reading, following his favorite sports teams, and traveling internationally.
Chief Investment Officer
Michael Melby is Chief Investment Officer for PFG Advisors. He attained this position upon the recent merger of his company, CUE Financial Group with PFG Advisors.
Michael was in charge of CUE Financial Group’s successful broker/dealer for over 15 years and subsequently served as Chief Investment Officer for a San Jose, California based broker/dealer which managed approximately $5 billion in client assets. He was, and still is today, responsible for vetting and overseeing the investment policies, strategies, and services of all CUE Financial Group and PFG Financial Advisors.
Throughout his 35-year career, Michael has concentrated his effort on educating his clients on the discipline of investing and his personally coined mantra is, “Successful investing is the constant need to replace fear and greed with perspective, context, and patience.”
An accomplished speaker and educational presenter, Michael has participated in a variety of public and professional forums. He enjoys sharing his ideas and expertise and does so with a zeal and touch of humor that leaves his clients, colleagues and audiences entertained as well as insightfully informed.
Michael is a Financial and Operations Principal, General Securities Principal and Municipal Securities Principal with FINRA and is licensed to conduct business in 46 states. He is also a Registered Investment Advisor with the SEC.
He is an avid reader of all things relating to current and historical markets and economics. Michael can also be found visiting his 100-year-old Mother and overseeing her care, cheering on the ASU basketball team, or watching the Phoenix Suns.
Chief Operations Officer
Susi joined PFG as Chief Operating Officer in 2017 and leads the operations teams, which include learning and development, accounting and finance, human resources, as well as project management. Susi embraces positive transformational change throughout the organization from technology solutions to process improvement to communication strategies.
Susi has worked in the financial services industry for more than 30 years. Prior to joining PFG, she was the Chief Operating Officer for Desert Financial, a multi-faceted Credit Union Service Organization (CUSO) $4.2B financial institution. Susi’s leadership experience spans the range from sales management, lending, learning and development to estate planning, insurance and wealth management.
Susi holds the FINRA Series 7, NASAA Series 66 licenses, as well as Life/Health Insurance and Property/Casualty Insurance licenses. Susi and her husband of thirty years have two adult children and two grandchildren. When not working, Susi enjoys spending time with family and watching her son play baseball.
Chief Compliance Officer
Justin is the Vice President of Supervision/Compliance for Priority Financial Group OSJ and PFG Advisors RIA. Justin is responsible for supervision of the RIA which includes account oversight, onsite examination, policy and procedure development, and project management for new advisor tools and product offerings. Justin uses a collaborative approach with advisors and the rest of the PFG Team to foster an environment where people can be empowered to grow the business in an ethical and profitable manner.
Justin has been in the financial industry since 2006. He spent his first five years in the industry as a rep for Chase and for a local Arizona credit union. This experience as an advisor has helped him understand the challenges and pitfalls an advisor faces and has helped to inform his approach to supervision and compliance.
Justin holds FINRA Series 7, 24, NASAA Series 63 and 65 licenses, as well as Life/Health and Variable Lines Insurance license.
Justin and his wife have two young children. He graduated from Gardner-Webb University in North Carolina and is an avid Tar Heels fan. When not working, he enjoys spending time outdoors hiking and camping and following the NBA and Premier League Soccer. Justin also enjoys playing guitar.
Vice President, National Director of Training and Program Management
Sara brings 32 years of industry experience to her role as Vice President of Program Management. She holds her Series 7, 6, 63, and 65 securities registrations with Securities America. She enjoys being a grandmother, as well as spending time traveling and scuba diving.
Director of Applied Technology
Since 1989, when CUE was a broker/dealer, Diane had worked in many back office areas including accounting, technology, training, advisor relations, licensing and office management. As a result of her varied background and experience, she brings to any firm a deep knowledge of all back office responsibilities. Since CUE’s merger with PFG, Diane has continued her role in all the above areas.
For the past 17 years, Diane has focused on technology. As the face of CUE, she has attended numerous conferences on all technically related industry issues. She has developed relationships with other broker/dealers and has represented CUE on many user committees and steering committees like Investigo/Broadridge. In that capacity, her function was to proactively lend support, advice and direction. Based on her work there, she has provided the PFG with an insight of regulatory issues and options for how to best implement the processing, products and services to keep the corporate office abreast of any and all changing trends. Diane also served as Secretary on the Foothill Securities Board of Directors for one year.
Diane resides in Phoenix, Arizona with her husband Steve Cook who is also an Advisor with PFG. They have 5 children and 6 grandchildren between them. Diane enjoys traveling, spending time with her family and hiking the trails of South Mountain located close to where they reside.
Vice President, Relationship Management
Sheila brings more than 25 years of experience to her role as Vice President, Relationship Management. She holds her Series 6, 63, and 26 securities registrations with Securities America.
Sheila has worked in the financial services industry for more than 30 years developing and managing programs for banks such as TCF Bank, St. Paul Federal and New York Community Bank.
Sheila works side-by-side with our credit union senior managers and financial advisors to build customized, highly integrated and member-centric programs throughout Arizona. Her penchant is giving them the very highest level of customer service.
Sheila and her husband of more than 30 years love spending time with their adult children. She attended Rock Valley College in Rockford, IL and is a Green Bay Packers fan. She is also passionate about growing plants both inside and out and enjoys hiking and working out.
Vice President, Wealth Management and Director of Financial Planning
Ronny is the VP of Wealth Management / Director of Financial Planning for Priority Financial Group. Ronny collaborates closely with Senior Leaders and Credit Union Executives and manages the recruiting, program managing and Financial Planning process within several financial institutions. Ronny is skilled and experienced in engaging high-level strategic discussions with both advisors and executive teams in creating best practices for the regulatory process and the competitive landscape to optimize results.
Ronny has worked in the financial services industry for more than 20 years. Ronny spent the first 10 years of his career with Credit Suisse Private Banking in Switzerland and has worked with several reputable financial institutions in Southern California over the past 13 years. Ronny’s leadership experience spans across sales/program management, lending, wealth management, recruiting to financial planning. During Ronny’s time as a wealth advisor his clients included high-net-worth individuals, family offices, corporations, corporate retirement plans, foundations and endowments.
Ronny holds FINRA Series 7 and 66 licenses, as well as Life / Health Insurance and Property/Casualty Insurance licenses. Ronny is fluent in German and Swiss dialect. In his free time Ronny loves to travel and is heavily interested in various sports.