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Meet Your Hosts

Our hosts are a group of professionals who share in their commitment to provide exceptional client service. This requires a certain tact and willingness to go beyond the normal course of operations to ensure our clients and their families are comfortable with their personal, financial situations. This devotion is demonstrated by our ability to interact with clients, gain their trust, and willingness to put in the extra time and care necessary to make sure the job is done right for our clients’ best interest. Their podcast will discuss self-improvement in one's mindset and financial plan.


Jayme  Meredith

Jayme Meredith, CFA®

Financial Advisor

Ari Goldberg

Ari Goldberg

Financial Advisor

Brad Colvin

Brad Colvin, CFP®

Financial Advisor