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.