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 Advisor 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... Read more Financial Planning Amie Brower, AWMA®, AIF®, CPFA® 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... Read more Investment Management Aarathy Arun Research Analyst Aarathy (pronounced AA-ra-thi) serves as our Research Analyst supporting the ongoing due diligence and research demands of our firm’s investment committee. She provides our advisors with valuable and timely insights on markets... Read more Protection Planning Jennifer Hardy, CLU® 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... Read more Operations Management Phoebe Lumley Team Operations Leader 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... Read more Have a question? Get in touch: Name Email Address Phone Message Thank you! Oops!