Merit | Southlake, Tx
Southlake, TX
2625 E. Southlake Blvd. Suite 100
Southlake, TX 76092
Phone: 817.267.9480
Fax: 817.488.6700
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David Brounley
Regional Director
Joy Kirsch, CFP®, CeFT®
Regional Director
CFP®, ChFC, AIF®, AAMS®, CRPS, CRPC
David oversees new market development, advisor productivity and the integration of new partner firms. His career started with Ameriprise, where he was promoted to National Director of United Kingdom. In that role, he built sales forces from 0 to 400 Financial Planners and 17 offices in three years. He later returned to the United States to support Ameriprise’s domestic integration of technology and field sales utilization. After a long career with Ameriprise, he joined ING as SVP Head of Sales – Retail, Insurance and Advisory Markets, and was integral to the conversion of their field sales into financial planners during his 12 years there.
Because he values being close to the client, working with advisors and pursuing entrepreneurial initiatives, he started an RIA in 2009 with several partners and grew it to $500 million in AUM in three years. He served as both the CCO and an advisor, and was awarded the Five Star Wealth Manager Award in 2012. Later in 2012, he was recruited by LPL Financial to drive a new entrepreneurial initiative around their Worksite Solutions/Financial Wellness offering, which he took to unprecedented levels of success in just three years. He joined Wealth Enhancement Group (WEG) in 2015 to head up their M&A division and helped facilitate 10+ external firm integrations into WEG. David joined Merit in June of 2020 and is looking forward to helping Merit build a national wealth management footprint.
Joy Kirsch
Wealth Manager, Partner
Joy Kirsch, CFP®, CeFT®
Joy Kirsch, CFP®, CeFT®
CFO of Life Changing Events
Joy D. Kirsch’s career is a testament to her belief that true wealth is not just a measure of one’s financial assets, but the sum of a person’s health, wealth, and personal relationships. She spends her time helping widows define their values, dream new dreams, and align their wealth accordingly. To enhance this commitment, Joy recently merged her firm with Merit Financial. Merit offers strong executive leadership, expanded portfolio options, and an efficient back office.
This strategic partnership has allowed Joy to return to a client-facing role and train other advisors on her trademarked process for supporting widows. The TruWealth® Process was originally created after she lost her husband and business partner at the age of 30. As a result of that experience, she sought to understand life-changing events and how they affect financial decisions. Joy has since focused her career on helping women navigate the difficulties associated with widowhood, make sound financial decisions, and move forward with confidence and a sense of purpose.
Joy is a CERTIFIED FINANCIAL PLANNER™ Practitioner, a Certified Financial Transitionist® through the Sudden Money® Institute and the founder of The Widows Journey, a non-profit entity dedicated to educating and empowering widows. She is a member of the Dallas Financial Planning Association and former chairman of the Fort Worth Business and Estate Section of the Tarrant County Bar Association. She is securities and insurance licensed and graduated cum laude from the University of Dallas with a bachelor’s degree in Economics.
Although Joy has won several industry awards, she is most proud of her twenty-five talented, beautiful, and exceptional nieces and nephews. When she is not hanging out with those family members, she can usually be found watching the sunset at her East Texas ranch, working on her golf and tennis game, or trying a new restaurant with her beau, Ron.
Tony Pitzer
Wealth Manager, Partner
Tony Pitzer
Tony Pitzer, CFP®
Partner, Wealth Manager
Tony Pitzer is a Wealth Manager and partner in Merit. He supervises the entire client experience including the development of financial plans in the TruWealth® Process, designing retirement distributions and investment recommendations, and the Concierge Wealth Management Experience™ process, which helps clients monitor their financial plan, insurance, and investments.
Tony has over 20+ years of service in the financial industry. He has a Bachelor of Science in Family Financial Planning from Texas Tech University, is a CERTIFIED FINANCIAL PLANNER® Practitioner, and holds his securities and insurance licenses.
In his free time, Tony enjoys traveling, working in his yard, and spending time with his growing family which includes his wife Melody, her college age son, their toddler, and the dogs, Charlie and Lucy.
Heather Peery
Client Development Manager
Heather Peery
Heather Peery
Client Development Manager
Heather is the Client Development Manager for the Southlake office. She actively works on building relationships with prospects and existing clients, marketing the firm, and helping our business grow. Heather loves being able to help others, both her teammates and our clients, to pursue their goals and live their best lives.
Away from work, Heather can be found spending time with Mike, her husband of 21 years and their lovely daughter, Alexis. Heather is a lifetime resident of the Dallas/Fort Worth area and a huge Texas Ranger fan. She was just elected as the President of, The HEB Council of PTA’s and as the Secretary for the High School Cheer Booster Club.
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