2435 Kimberly Road 305 South
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, and our commitment to strategy research, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Wealth Manager & Partner
Jeff enjoys helping clients manage the different phases and parts of their financial worlds. He focuses on investment & retirement planning, along with researching tax and estate organization strategies for individuals and their families.
Merriam has been working in the industry since 1985 and received her Certified Financial Planner designation in 1994. Merriam loves speaking at seminars and has a passion for women’s financial issues.
Client Service Coordinator
Amanda Roseman joined our team in 2016. She is our Client Service Coordinator and has worked in the industry and with Merriam for over 25 years.