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
![Matt-800x1200-3 example team member](https://meridianwr.com/wp-content/uploads/2023/10/Matt-800x1200-3.png)
Matthew Kletti
Founding Partner and Financial Planner
![Wade-800x1200 example team member](https://meridianwr.com/wp-content/uploads/2023/08/Wade-800x1200-1.jpg)
Wade Ullsperger
Founding Partner and Financial Planner
![Paul-800x1200 example team member](https://meridianwr.com/wp-content/uploads/2023/08/Paul-800x1200-1.jpg)
Paul Brokenshire
Founding Partner and Financial Planner
Partner
![Bryan-800x1200 example team member](https://meridianwr.com/wp-content/uploads/2023/08/Bryan-800x1200-1.jpg)
Bryan Gosda
Partner
Partner Emeritus
![Tom-800x1200 example team member](https://meridianwr.com/wp-content/uploads/2023/08/Tom-800x1200-2.jpg)
Thomas Julian
Partner Emeritus
Advisor
![Heiar-225 example team member](https://meridianwr.com/wp-content/uploads/2024/05/Heiar-225.jpg)
Matt Heiar
Advisor
Operations Team
![Charlie-800x1200 example team member](https://meridianwr.com/wp-content/uploads/2023/08/Charlie-800x1200-1.jpg)
Charlie Betz
Client and Operations Advisor
![Gracie-800x1200 example team member](https://meridianwr.com/wp-content/uploads/2023/08/Gracie-800x1200-1.jpg)
Gracie Ziolkowski
Operations & Team Marketing Manager
![Emily-1200 example team member](https://meridianwr.com/wp-content/uploads/2024/05/Emily-1200.jpg)
Emily McDonald
Senior Client Relations Manager
Relationship Management Team
![Krista-800x1200 example team member](https://meridianwr.com/wp-content/uploads/2023/08/Krista-800x1200-1.jpg)
Krista Gosda
Personal Marketing Assistant
![Sara-800x1200 example team member](https://meridianwr.com/wp-content/uploads/2023/08/Sara-800x1200-1.jpg)