Things We Love

Happy Valentine’s Day! To mix things up this week and in honor of the holiday of love, we went around Meridian asking about everyone’s favorite financial & personal loves:


Sarah Yakel, Partner

Dr. David Kelly’s Guide to the Markets & pour over coffee from Doppio Bunny Coffee in The Plains.

Sarah and Nathan recently returned from the Exchange ETF conference where they got to hear Dr. David Kelly in person. We listen to his weekly market update and always look forward to his quarterly Guide to the Markets.


Nathan, Partner

Revocable Living Trusts can ease the asset transition for families during a difficult time. I’ve recently been loving Pho!


Sarah Irving, Senior Financial Advisor

A diversified portfolio & my husband, children, and dogs.

Dude didn’t miss a touchdown watching the Super Bowl


Lucy, Lead Financial Advisor

I love HSA’s and think they are such a great tool, I even wrote a blog about them.

Keeping with the 3 letter acronym, RPK has quickly become one of my local loves and I’m so happy they are back open from winter break. Who doesn’t love pizza?! Their Pear-adise Pizza to quote my dad, is “life-changing”.


Tyler, Investment Analyst

The S&P 500 & baseball. The Nationals just released their game lineup for the year. How many games will Tyler attend?

Baseball team

Tyler played baseball while attending Averett University


Kira, Associate Financial Advisor

The magic of compound interest (invest early and often!) along with my Saucony Kinvara 13 running sneakers.

Kira is on track to run a half marathon this year. Joy is not…


Heather, Director of Client Experience

Roth IRAs are awesome! I cannot wait to get my son set up with one as soon as he starts working. The idea that he can use some of the money for his first home purchase if needed is a bonus.

One of my favorite places to grab a coffee and a snack is Trummer’s in Gainesville.

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