Financial Advisors in Roswell, GA
Contact
Phone: 678.647.8040
Fax: 678.935.3990
Location
1025 Old Roswell Rd.
Suite 104
Roswell, GA 30076
Financial Services Offered in Roswell, GA
At Merit Financial Advisors in Roswell, GA, we offer a comprehensive suite of financial services designed to cater to your evolving needs. Our team of professionals is committed to providing personalized solutions that align with your long-term goals and aspirations. Whether you're seeking wealth management, investment strategies, retirement planning, tax strategies, financial or estate planning, we have decades of experience and resources to guide you and your loved ones every step of the way. With a client-centric approach and a deep understanding of the financial landscape, we deliver tailored strategies and insights to help you navigate the complexities of today's market. Experience the Merit way and embark on a journey toward financial success and confidence. Let’s build your tomorrow, together.
- Financial Planning
- Wealth Enhancement
- Wealth Transfer
- Estate Planning
- Estate Administration
- Tax planning/strategies
- Retirement Planning
- Life Transitions
- Charitable Giving
- Risk Management
- Wealth Protection
- Insurance gap analysis
- Investment Management
- Portfolio Performance Analysis
- Risk tolerance
- Asset Allocation
- Withdrawal Strategies
- Concentrated stock divestiture strategies
- Comprehensive investment analysis
- Concierge Services which Include:
- Coordination with Other Professionals
- Proactive Family Meetings
Our Team
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
Understanding that Wealth Management is about more than numbers, Kelly also focuses on the primary component: the why behind the process. A student of Behavioral Finance, she uses various tools to enhance clients' understanding of their financial views and how their innate strengths and struggles can influence their decision making and ultimate success in reaching their goals. Her desire is to walk alongside them, bridging the gap between actions and emotions.
Believing that every woman – especially those in transition - should have access to education in the area of personal finance, Kelly co-founded a non-profit organization dedicated to that purpose. She has acted as a financial consultant for CBF/Lilly Foundation grant recipients and has served on the Board of Directors of Grace Ministries International.
Before joining Merit, Kelly was a founding member of Consilium Financial Group, and 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.
In addition to books and art museums, Kelly enjoys hiking, golf, and Braves baseball. She 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, Sr.
Wealth Manager
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
Todd Hicks
Wealth Manager
Todd Hicks
Wealth Manager
Since 1983, Todd Hicks and his team have been making a significant impact in clients' lives both financially and on a personal level.
"I believe my drive and passion come from a deep desire to serve and help others. I know and remember what it is like to do without and what it takes to turn life into a different direction and outcome. I purposely chose a noble profession that helps others obtain their aspirations and dreams. The work we do has a significant impact on generations to come, and that is real "legacy planning."
His approach is straightforward but built on a foundation of honesty, integrity and years of knowledge and experience. Todd is a published author, ex-radio host of The Retirement Coach show, public speaker, and a mentor to many.
Todd and his wife Teresa founded the Angel's Touch Charity, a 501(c)3 that helps hurting and special needs of families and individuals. The charity has had a profound impact on the lives of others. It is also a helping hand to families at Christmas that otherwise would not be in the position to celebrate the season due to financial hardships. Children are a special concentration and benefactor of the charity.
Todd spends his personal time as an avid outdoorsman and conservationist. Whether it is climbing a 10,000-foot mountain or horseback riding in the British Columbia Mountains, it's in nature that he finds peace, tranquility and the still voice of God and his beautiful creation.
Craig Anderson
Wealth Manager
Craig Anderson
Wealth Manager
Craig Anderson has 30 years of financial sector experience, dating back to 1987 when he earned his first securities registration. An Illinois native, he completed college and went to work helping people prepare for the future.
“Growing up, I learned very early on what it meant to try and save money and to stick to a budget. Having to learn fiscal discipline at a young age made investment advising a natural career for me. I know what it takes for a person to pursue their financial goals, and my primary objective is to help people chart a path toward an independent and confident financial future,” said Craig.
A transplanted Chicagoan, Craig considers himself a Georgia Bulldog to the core. “My roots are in Illinois,” he said. “But my heart, my family and my home are and will remain here in Georgia. It’s a fantastic area, the people are proud to call it home, and there’s no place I’d rather be.”
Craig has earned numerous licenses, including Series 7, 8 and 63, currently held with LPL Financial and 65, currently held with Merit Financial Group. His undergraduate education includes a Bachelor of Science degree in Finance from Northern Illinois University in DeKalb, IL.
The product of a large family (seven children), he’s the father of two daughters. In his spare time, the former college football player and two-time Alta City Champion tennis player enjoys the outdoors and attending sporting events at the University of Georgia.
A volunteer youth basketball and softball coach, Craig and his wife, Janet, recently celebrated their 28th anniversary. “She’s a rock,” he said. “Having a true partner like Janet makes me a better advisor.”
The Anderson family resides just north of Atlanta in Canton, Georgia.
Jody Owenby
Senior Managing Partner
Jody Owenby
CFP®
Senior Managing Partner
Jody joined Financial Development Systems in 1988. Working with his mentor, Dr. Kay Shirley, Jody helped build the firm into one of the top independent financial services practices in the country. As a University of Georgia business school graduate, Jody holds the CERTIFIED FINANCIAL PLANNER™ designation, as well as series 7, 24 and 63 securities registrations through LPL Financial. He is also licensed for life, accident and sickness insurance, as well as variable insurance products. Jody and his wife, Lauren, have been married since 1990, and they have two wonderful sons, Cal and Cade. Having traveled the world earlier in their lives together, they are now focused on enjoying outdoor activities and sports with their boys.
Jim Colbourne
Wealth Manager
Jim Colbourne
CRPC
Wealth Manager
Jim joined Financial Development Systems in 2015, and has been in the financial services industry for over 20 years. Jim provides direction and focus for our clients to help pursue their goals. He also works with retirement plan fiduciaries and participants, helping to prepare and steer them to a comfortable retirement. Jim currently holds 7, 9, 10, 24 and 63 securities registrations through LPL Financial and 65 through Merit Financial Group. He is also licensed for life, accident and sickness insurance. Jim was raised in Marietta, Ga., and still resides there with his wife Kimberly and their two children, Katie and William. In his spare time, Jim enjoys playing golf, traveling, attending sporting events, and spending time with his family.
Scott Meyer
Wealth Manager, Partner
Scott Meyer
Wealth Manager, Partner
Scott’s passion for financial planning was instilled in him at an early age, as he would often discuss with his family the value of a hard-earned dollar, as well as the numerous benefits afforded to an individual from proper saving, budgeting, and thoughtful financial planning. With over 15 years of experience presenting educational workshops to numerous corporations, Scott truly connects on an individual level and seamlessly articulates an individual’s needs and priorities in a personalized manner that helps them look to the future with confidence and assurance. Raised in Atlanta, Scott holds a Finance degree from Valdosta State University, where he received both golf and academic scholarships. Scott enjoys playing golf, running and spending time with his wife Cagney and two daughters Austin and Clarke.
Patrice Cobb
Relationship Manager
Jennifer Mann
Relationship Manager
Libby Parris
Relationship Manager
Dana Pierce
Relationship Manager
Connor Brechbill
Relationship Manager
Jodi Yang
Client Service Manager
Jodi Yang
Regional Operations Manager
Jodi Yang graduated from North Carolina State University with a Business Management degree with a concentration in Finance. She has been in the financial services industry since 2006 and has received her Series 6, 7, and 63 securities registrations which she currently holds through LPL Financial. She joined the team in 2009 as the Client Service Associate and is now the Regional Operations Manager, where she oversees the team's day-to-day operations and financial management. She is also involved in recruiting and training.
Jodi currently lives in Winder with her husband, Roger. When she is not at work, she likes to spend time with her family and friends, travel, read, cook, and partake in outdoor activities such as hiking and swimming.
Susan Connor
Client Service Manager
Lisa Brown
Client Service Manager
Barbara Bassoff
Client Service Manager
Carin Dixon
Client Service Manager
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Schedule a free consultation with one of our Wealth Managers today.