Our Team

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...

Walt enjoys working with clients in various stages of their life to help them prioritize their goals with an effective financial plan and investment strategies. His professional passion is simplifying complicated topics and products to...

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...

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...

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...

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...