Liz Witt-Lee
Hello, Reilly, Meridian’s Newest Support Advisor
The first thing you notice about Reilly is her huge welcoming smile, and after just a short conversation with her, it’s hard not to notice that she’s an old soul, wise way beyond her years. Reilly Skorupski believes when something feels hard, you have to attack it head-on. And jo
Liz Witt-LeeAug 31, 2026
Do You Know What Spoofing Is? And 5 Questions to Test Your Knowledge on Fraud Awareness
Headlines these days are full of stories of people being taken advantage of by scammers or people trying to commit fraud. A few weeks ago, the small town where my family is from was hit hard by a flood – and while the community outreach in the aftermath was heartwarming, it was h
Liz Witt-LeeAug 10, 2026
Warrenton Financial Advisor Named 2026 AdvisorHub Finalist
Meridian Financial Partners’ Nathan Gilbert Named a Finalist on AdvisorHub’s 2026 Advisors to Watch List; Firm Also Recognized on USA TODAY’s Best Financial Advisory Firms List Warrenton financial advisory firm earns two national honors in 2026 WARRENTON, VA, July 23, 2026. Merid
Liz Witt-LeeAug 5, 2026
Meridian News: New Team Members, USA TODAY Recognition and New Video
Welcome Our Newest Team Members to Meridian We’re excited to welcome Reilly Skorupski to Meridian as our newest Support Advisor. Reilly graduated from George Mason University in May 2026 with a degree in Finance and brings valuable experience in financial planning, investment ana
Liz Witt-LeeJun 22, 2026
How Working With a Financial Advisor Informed Our Journey
I saw a quote the other day from Donald Miller that went something like this: “Your customer doesn’t care about your awards or how long you’ve been in business. They care about whether you understand their problem and can help solve it.” This got me thinking about my own customer
Liz Witt-LeeMay 12, 2026
The Fraud Risks Quietly Threatening Your Financial Security
Over the weekend, I attended a Leadership training session about Artificial Intelligence (AI). It was a fascinating conversation all the way around about what AI actually is (spoiler alert: computers are dumb – they need precise information – and AI is built on predictive analyti
Liz Witt-LeeApr 1, 2026
Hello Melanie
There’s something special about welcoming a new team member, especially when that person so naturally embodies the heart of who we are. Melanie Renner recently joined Meridian as a Client Service Associate and brings with her the knowledge gained from a lifelong career in custome
Liz Witt-LeeFeb 24, 2026
Navigating the Midlife Transition
We so rarely provide commentary on books we are reading here on the blog, but I recently read the book Learning to Love Midlife by Chip Conley, and truthfully, I found the insights in the book so profound that I couldn’t wait to share them with you. I can’t remember how I came to
Liz Witt-LeeFeb 10, 2026
Creating a Personal Financial Summit
It’s 2026 now, and the last time my husband paid a bill, he wrote a paper check, recorded the amount in a paper register, sealed it in the envelope with a stamp, and popped it in the mail. It would eventually get to where it was going, and he would only find out if the […]
Liz Witt-LeeJan 6, 2026
Wishing You Happy Holidays
We hope you have a wonderful holiday with family and friends. For this week’s blog, we wanted to share a couple of fun videos with you with our financial advisors team and our operations team.
Liz Witt-LeeDec 22, 2025
Meet the Team: Sarah Yakel & Nathan Gilbert
Just a few years ago, Meridian’s year-end meeting was a lunch with four people. Now, founding partners Nathan Gilbert and Sarah Yakel are eternally grateful for all the clients who took a chance on them so many years ago, as they celebrate their December meeting with 9 employees
Liz Witt-LeeDec 9, 2025
Meet the Team: Hello, Sarah Irving
If you ask Meridian staff what the best part of working with Sarah Irving is, they will tell you it’s how she makes people feel. Coworkers and clients alike can count on Sarah for a warm smile and an authentic and caring conversation – and if you’re lucky she’ll make you laugh be
Liz Witt-LeeNov 11, 2025