Our People
Guiding Your Journey to Abundance and Fulfillment
At Meridian Wealth + Retirement, we believe that people are our greatest asset. Our philosophy is grounded in an unexpected approach – money is not our top priority. Instead, our focus is on helping you curate an abundant and fulfilling life.
We pride ourselves on being accessible, caring, skilled, and individualized in our approach to financial advising. Our team is dedicated to understanding your unique aspirations and providing the guidance and support you need to navigate your financial journey with confidence.
Founding Partners
Matthew Kletti
Founding Partner and Financial Planner
Wade Ullsperger
Founding Partner and Financial Planner
Paul Brokenshire
Founding Partner and Financial Planner
Partner
Bryan Gosda
Partner
Partner Emeritus
Thomas Julian
Partner Emeritus
Advisors + Associates
Matt Heiar
Advisor
Charlie Betz
Financial Services Associate
Operations Team
Gracie Ziolkowski
Operations & Team Marketing Manager
Emily McDonald
Senior Client Relations Manager
Relationship Management Team
Krista Gosda
Personal Marketing Assistant
Angela Lowe
Client Relations Manager