Merit | Roswell Location
Roswell, GA
1025 Old Roswell Rd., Suite 104
Roswell, GA 30076
Phone: 678.647.8040
Fax: 678.935.3990
To learn more about our services, click here.
Kirk Wilkerson
Regional Director, Partner
Kirk Wilkerson
CIMA®, CFF
Regional Director | Partner
Kirk integrates financial planning, investment management, and estate and philanthropic planning into a custom-tailored financial plan that helps clients accomplish their financial goals. He is responsible for bringing together the specialized resources necessary to meet his clients' needs effectively and for building long-term client relationships based on integrity, confidence, and trust.
Before joining Merit, Kirk was a founding member of Consilium Financial Group, and spent 17 years as a Senior Wealth Advisor with Ronald Blue & Co. Other Broker-Dealer positions, beginning in 1992, include his role as a Financial Consultant with Shearson Lehman Brothers, The Robinson Humphrey Company, and Sr. Financial Advisor with Paine Webber, Inc.
When employed in the Broker-Dealer arena, Kirk held his Series 7, 63, and 65 licenses, Georgia Life Insurance, and Annuity licenses, and earned several professional designations, including Guided Portfolio Manager and Retirement Planning Consultant, and Managed Account Consultant. In 2001, he earned the designation of Certified Investment Management Analyst (CIMA®) through the University of Pennsylvania's Wharton School of Finance and the Investment Management Consultants Association (IMCA). In 2020 he earned his Certified Financial Fiduciary® (CFF) designation dedicating the practice to a standard of care, loyalty, and best interest of the client.
Andy Lubben
Regional Director, Partner
Andy Lubben
CFP®
Regional Director | Partner
As a Certified Financial Planner® professional, Andrew specializes in investment management, retirement planning, and estate planning. His area of expertise is comprehensive financial planning.
Before joining Merit, Andrew was a was a founding member of Consilium Financial Group, and Senior Private Wealth Advisor with Ronald Blue & Co., where he also held the Manager of Investment Operations position. He worked as a project/process manager for Portal Technologies, providing information systems consulting to Fortune 500 clients. He earned his BA from the College of Charleston in South Carolina.
Andrew and his wife, Louise, live in Atlanta, Georgia, and have four children.
Kelly Gallimore
Wealth Manager
Kelly Gallimore
ChFC®, CES®
Wealth Manager
Beyond the practical aspects of Financial Planning and Investment Management, Kelly Gallimore integrates other components into the equation. A student of Behavioral Finance, she uses various tools to enhance clients' understanding of their financial views and how one's innate strengths and struggles can influence their decision making and ultimate success in reaching their goals.
Before joining Merit, Kelly was a founding member of Consilium Financial Group, served as a Financial Planning Associate at Ronald Blue & Co., where she obtained her Series 65 license. She has also earned her Certified Estate and Trust Specialist®, Chartered Financial Consultant®, and Certified Wealth Mentor® designations. Additionally, she spent several years in the banking industry; and worked at Arthur Andersen in Human Resources and Team Management.
Kelly is co-founder of Women Renewed, a non-profit organization dedicated to educating women in personal finance, especially those transitioning through widowhood or divorce. In addition, she works on special projects with Cooperative Baptist Fellowship and has served on the Board of Directors of Grace Ministries International.
Kelly and her husband, Brad, have two married sons, three grandsons, and a beagle. They live in Cobb County, Georgia.
Jill Crawford
Wealth Manager
Jill Crawford
CFP®
Wealth Manager
Jill Crawford guides clients in reaching their financial objectives through a sound financial plan that will allow them to gain peace of mind regarding their financial matters. She believes that every client's situation requires a unique solution and is committed to understanding her client's particular goals, creating the best possible plan, and helping clients execute their plans. She brings over 15 years of planning experience to each client's situation.
Before joining Merit, Jill was a founding member of Consilium Financial Group, served as a Financial Advisor at Ronald Blue & Co, where she obtained her Certified Financial Planner® professional designation. With her previous work experience at Arthur Andersen, LLP, she earned her Certified Public Accountant (CPA) license and maintained this license through 2017.
Jill and her husband, Dave, live in Buford, Georgia, and enjoy time spent traveling, boating, and visiting family.
Jooliana Krummel
Director of Client Development
Jooliana Krummel
Director of Client Development
Jooliana is the Director of Client Development for Merit, focusing on developing relationships with existing and prospective clients by facilitating sales and outreach activities. She enjoys helping people looking for wealth management strategies and guidance to prepare for retirement with advisors at Merit who can assist them. She plays a key role in hiring, training, mentoring, and developing a team of 7+ Client Development Managers across the United States. She also develops the team's sales strategies for new prospects and secures profitable new business by managing marketing activities, competitive analysis, and tracking results for marketing ROI. She meets with the VP of Marketing and the President to review the team's sales efforts to grow the business exponentially. Jooliana received her Bachelor's Degree in Journalism from the University of Georgia, and she also obtained her Hubspot and Pardot certifications. She likes to exercise, travel, listen to audiobooks, and socialize with friends and family during her free time.
David Elder, Jr.
Wealth Manager, Partner
David Elder, Jr.
CFP®
Wealth Manager, Partner
David is passionate about helping successful individuals and families make wise financial decisions and lead a life without financial regrets. He accomplishes this using traditional planning strategies combined with techniques from Behavioral Finance and Coaching. He holds a Master’s of Science in Personal Financial Planning from Georgia State University as well as a bachelor's degree in Music from Belmont University.
David is a CERTIFIED FINANCIAL PLANNER™ Professional as well as an active member of the Georgia chapter of the Financial Planning Association. He believes it is very important for the financial services industry to give back and therefore he volunteers as a Pro Bono planner helping veterans and low-income individuals through the Foundation of Financial Planning.
David lives in Alpharetta with his wife Allison, their son Luke, daughter Anna Claire, and their dog Scout. He is a member of Alpharetta United Methodist Church and is excited about the things his Sunday School class is doing to help make their church a stronger faith community. In his free time, David loves to play golf, cook, and listen to music. If you have any tips to lower his handicap, great recipes to share, or albums to suggest, David is all ears.
Brad Cast
Wealth Manager, Partner
Brad Cast
RFC®
Wealth Manager, Partner
Brad Cast, RFC®, is a Partner and Wealth Manager for Merit in the Botsford Private Wealth division. His main focus is comprehensive financial planning for high net worth executives and individuals in transition (widows, divorcées, retirees, etc.) Brad enjoys spending time with clients while assisting them as they strive to reach their personal financial goals. He received his Bachelor’s degree from Midwestern State University. Brad likes to travel, spend time with his family, fly fish in North Georgia and work on home improvement projects.
Jim Russell, III
Wealth Manager, Partner
Jim Russell, III
ChFC
Wealth Manager, Partner
Jim has always been fascinated by the flow of money, economics and geopolitics. Prior to Merit Financial Advisors, he began his financial and estate planning career with the Mixon Baker Agency National Life of Vermont in 1978. After that, he joined the Al Adams Rare Coins firm in 1980 where he became the Vice President of the company. After becoming a registered representative in 1995, he joined Allegiance Advantage Group. He now serves as an advisor for Merit Financial Advisors.
Jim graduated from Stetson University with a Bachelor of Business Administration and is also a Chartered Financial Consultant. His naturally compassionate nature and unwavering dedication to his clients’ well-being and financial independence make him a personal- yet professional touch in the financial industry.
Jim is an avid scuba diver (Dive Master/ Master Scuba Diver) He shoots sporting clays, reads every day, thoroughly enjoys travel, wilderness hiking, the theater, and working out. Jim also has 3 children and 4 very active grandchildren.
Brian Martin
Wealth Manager
Brian Martin
Wealth Manager
Brian Martin is a Wealth Manager for Merit focusing on providing wealth management and financial planning strategies for clients, including serving corporate employees with respect to their overall benefits plans. Brian enjoys helping clients execute a defined plan of action that addresses their unique financial objectives, while also structuring investment strategies that are in their best interest.
He received his degree in Business Administration from Auburn University and is an avid supporter of everything Auburn. Brian is originally from Mobile, Alabama, and now enjoys living in the Johns Creek/Alpharetta area. When Brian is not in the office he likes to play golf when he can, and enjoys trips to the beach and visiting with family in Alabama. Brian loves spending time with his two kids, Hunter and Olivia as much as he can, and has coached youth teams for the last 8 years
Alex Alba
Centralized Service Advisor
Alex Alba
Centralized Service Advisor
Alex Alba is a Centralized Service Advisor for Merit, focusing on serving new & existing clients and growing client relationships. He enjoys building rapport with new & existing clients while providing excellent service and financial solutions to clients. Alex received his Bachelor’s Degree from the University of Georgia in Financial Planning. Alex likes to travel with family and friends, cheer on his sports teams, play competitive basketball, and visit his home island of Puerto Rico.
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