Broker Check

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®

Senior Wealth Management Advisor

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

Harrison Graham, CFP®

Associate Wealth Management Advisor

Harrison works with individuals and families to build and preserve wealth. Additionally, he supports our firm’s day-to-day investment operations. He is passionate about financial literacy...

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, CFA®

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 Consultant

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 Montalvo

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:

Thank you! Oops!