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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 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...

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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...

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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...

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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...

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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...

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