Love, Love, Love

This is Meridian’s one year anniversary—Nathan and I are celebrating one wonderful year of serving our clients.  As we look back and reflect on the crazy year, we are thankful and so happy to do what we love.

We love to help our clients—we are happy to get up and work hard every day to make sure our clients are taken care of and can relax and enjoy life.

We love to monitor the economy and work on making prudent investments in a challenging environment.

We love to build financial plans that help our clients achieve financial freedom.

We love to work and collaborate together to serve our clients, growing and protecting their portfolios.

We love our office—its calm, cool space allows us to think quietly and make good recommendations.

We love our community and how welcoming and supportive our friends and local businesses have been to our new firm.


Most importantly, we love our families—our immediate families have encouraged us and cheered us on.  We love seeing our kids taking Meridian pens to school and handing them out to their friends.  And we love our client family—each client is so special to us, and it is truly a privilege to work with such amazing, talented, engaged people.  We are so thankful for the trust that our clients have in us, and we love working hard every day to honor that gift.

Thank you to everyone who was a part of our amazing year—and we look forward to celebrating many more anniversaries with you!

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