Merit | Kalispell, MT
Contact
Phone: 920.467.4909
Fax: 920.467.4941
Location
1205 S Main
Suite #325
Kalispell, MT 59901
Services Offered
- Individuals/Families
- Wealth Management
- Tax Planning Strategies
- Retirement Planning
- Estate Plans
- Asset Protection
- Financial Planning
- Financial Education
- Proprietary Investment Models
- Employers/Retirement Services
- For-Profit Companies Retirement Plans/Programs
- Non-Profit Organization Retirement Programs
- Governmental Entities
- Employee Wellness
- Institutions
- Investment Policy Statement (IPS) Implementation & Review
- Portfolio Construction & Management
- Charitable & Planned Giving Portfolios & Management
- Financial Education
- Advisors
- Success Planning
- Financial Planning
- Asset Management
- Practice Management
- Technology
- Marketing
- Compliance
- Operations
Our Team
Joshua Mersberger
Regional Director, Partner
Josh Mersberger
CFP®, CRPC
Regional Director, Partner
Josh Mersberger is a Regional Director who advises high-net-worth clients as their chosen advisor to help them design and pursue their personal and retirement goals. Josh works diligently with clients on estate and tax planning, as this area of planning is often overlooked and is critical to the overall success of individuals' personalized financial plans.
As a member of the firms’ regional executive committee in the Wisconsin and Montana branch locations, Josh plays an integral role in setting the firm's strategic direction and overseeing the firm's daily operations.
In Montana, Josh lives with his wife Michelle, daughters Camilla and Audrina, and their three dogs. In his spare time, Josh enjoys spending time with his family and watching his daughters experience new things. He is also an avid hunter, fisherman, downhill skier, and golfer.
Bryce Stacy
Service Advisor
Bryce Stacy
Service Advisor
Bryce Stacy is a Service Advisor focusing on assisting Wealth Managers in personalized business planning, retirement planning, small business legacy/exit strategies, and foundational planning to help clients pursue personal and financial goals.
He is a 6th-generation Montanan, born and raised in NW Montana. He is married to Jade Stacy with their three children. He is an avid outdoorsman who enjoys hunting, skiing, backcountry adventures, summer boating, and camping with family and friends. Bryce was, interestingly, a train engineer in his previous life. He also finds community involvement to be extremely important and is a passion of his.
Ready to discuss your financial future?
Schedule a free consultation with one of our Wealth Managers today.