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.
Dana Pierce
Relationship Manager | Financial Planning Manager
Dana Pierce
CFP®, AAMS®
Relationship Manager | Financial Planning Manager
Dana Pierce weaves over 18 years of experience into the counsel she shares with individuals and families in her service to clients. With a background that includes estate, retirement, insurance planning, and investment management, she is equipped to walk clients through Consilium's comprehensive financial planning process effectively. This aids clients in gaining confidence that their financial solutions are uniquely fitted to their lives.
Before joining Merit, Dana was a founding member of Consilium Financial Group, ClearBridge Wealth Management, and served as a Wealth Management Associate for 11 years. Before beginning her career, Dana graduated magna cum laude from Mercer University's Stetson School of Business with a Bachelor of Business Administration in Finance and minor studies in accounting. She also completed the College for Financial Planning Accredited Asset Management Specialist (SM) program. During her career, she has advanced her education and specialization through several initiatives, earning the industry-standard Certified Financial Planner® professional designation and holding Series 7, 63, and 65 registrations and Georgia Insurance and Variable Products licenses.
Dana and her husband, Brandon, live in Marietta, Georgia, with their three children. The family enjoys hunting, fishing, and playing sports together.
Elizabeth Parris
Relationship Manager
Elizabeth Parris
CFP®
Relationship Manager
Elizabeth "Libby" Parris is a Certified Financial Planner® and Senior Service Advisor in our Financial Planning and Advisory group.
Before joining Merit, Libby was a member of the Consilium Financial Group and served as an Associate Wealth Advisor for Daniel Advisors. Additionally, she spent several years in corporate finance and marketing roles.
Their three sons, Libby and her husband, Rusty, live in Atlanta, GA. They enjoy spending time together as a family, chasing after the boys' many activities.
Carin Dixon
Branch Operations Manager
Carin Dixon
Branch Operations Manager
Carin Dixon ensures that the office's operations run smoothly and serves clients by providing administrative support.
After graduating Magna Cum Laude from Belhaven University in Jackson, MS, with a Political Science and History degree and completing the Paralegal Certification program at the former National Center for Paralegal Training, Carin began her career. As a paralegal, she assisted in estate planning and probate and the formation of corporations. Having supported attorneys, CEOs, and business owners, she considers this role her professional calling, whether serving clients or colleagues.
Carin serves the community through her work at Passion City Church in Atlanta and as an active dog rescuer. A native Californian, she has spent many years in the Atlanta area and considers Atlanta "home." She has five grown children and two rescued canine children. She and her husband, Todd, live in Marietta, GA, as almost empty-nesters.