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Our Team

The Meritage team is here to provide the strategies and support that make you more confident – and more invested – in your financial future. We are educators, advisors, and allies dedicated to your long-term vision.

Wealth Management Advisors

Brett Wentzell, CFP®, RICP ®, AIF®

Wealth Management Advisor, Practice Manager

Brett’s primary focus is helping clients define their financial and retirement goals and translate them into strategies that create the confidence to achieve them. Brett’s day-to-day client interaction is focused on...

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Financial Planning

Amie Brower, AWMA®, AIF®

Director of Financial Planning

Amie’s primary focus is overseeing our Financial Planning practice where she works with clients to develop, update, and stress-test a personalized financial plan. She provides our clients with an objective comparison of their...

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Investment Management

Colette Gregoire, AIF®

Director of Investment Operations

Colette’s primary focus is the day-to-day service needs associated with investment management. She provides support for ongoing risk and performance monitoring of investment accounts in addition to assisting our clients with...

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Protection Planning

Jennifer Hardy

Protection Planning Assistant

Jenn’s primary focus is to oversee our Life, Disability Income, and Long-Term Care insurance business. She helps clients assess and obtain the proper insurance products for their individual needs and subsequently provides service...

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Phoebe Lumley

Team Operations Leader

860-266-1575

phoebe@meritagefs.com

With her background in data and operations management, Phoebe’s main focus within Meritage is ongoing service and operations enhancement. She is supporting our team as we optimize our internal processes and workflows and...

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