The Annual Rotary Raffle

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This past Saturday, my wife and I were fortunate enough to be guests at the annual Warrenton Rotary Raffle gala and dinner. It was my first time attending this type of event, and it was certainly a lot of fun. The purpose of the evening was to raise money for all of the wonderful causes […]

Deep in the Heart of Taxes

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Sarah Yakel So, every relationship seems to have the fun one—the cool parent, the fun loving spouse, the crazy sister…and, as you may have already guessed, Nathan is the fun partner here.  He posts about cool beer toting burros or cult shows like Stranger Things.  I post about tax reform.  Sorry. As you may

Stranger Things

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I am not sure how many of you are fans of the hit Netflix show, Stranger Things, but my wife and I are pretty much addicted. Before I go any further, this is NOT a spoiler post, as we have yet to watch season 2, which was released this past Friday. I am sure some […]

It’s All About the Dash

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Last week, the ladies of Meridian all attended Leadercast Women, brought to Warrenton by LFCC Workforce Solutions. It was a powerful day of speakers and networking with other women in the community, and we all left with a lot to think about. One of the speakers was Dr. Bernice King, daughter of Martin Luther King,

What the Heck is a Melt Up?

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The new normal in our industry is media outlets and analysts alike coming up with the latest and greatest “term” that we should all be focusing on and worrying about. Lately, I have seen the term “melt up” used quite a bit, and it is somewhat obviously an oxymoron. I might argue that whoever came […]

A Seinfeld Rally?

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Most of us remember the 90’s sitcom Seinfeld—as one of Nathan’s and Sarah Irving’s favorite shows, it is often quoted here at Meridian.  As for me, I am still afraid of licking cheap envelopes.  Seinfeld also indelibly marked things like the Soup Nazi, Fesitvus, and yada yada yada in our culture. Seinfeld

The Burro Beer Server

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Tech Talks & Takeaways Fresh off of a retirement planning software conference with many of my Meridian friends, the topic of technology use within Meridian is still very front-of-mind. Honestly, this was my very first “official” business conference since helping to start Meridian, and it was a lot of fun.

#Grateful

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Today marks the second anniversary of Meridian Financial Partners.  The past two years have been such an amazingly fun journey. In the past two years, we have grown to serve over 200 households in our extended community.  We manage over $150 million in assets.  We have expanded our office space, added team members,

The Birthday Season

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All three of our kids have birthdays within one month of each other, so we are all busy figuring out which family member is getting what for which kid***. Not to mention the annual discussion with each child of who they are going to invite, and where will the party be? It can all be […]