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.

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Founding Partners

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Matthew Kletti

Founding Partner and Financial Planner 

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Wade Ullsperger

Founding Partner and Financial Planner 

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Paul Brokenshire

Founding Partner and Financial Planner 

Partner

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Bryan Gosda

Partner

Partner Emeritus

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Thomas Julian

Partner Emeritus 

Advisors + Associates

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Matt Heiar

Advisor

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Charlie Betz

Financial Services Associate

Operations Team

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Gracie Ziolkowski

Operations & Team Marketing Manager 

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Emily McDonald

Senior Client Relations Manager 

Relationship Management Team

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Krista Gosda

Personal Marketing Assistant