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.
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