President & CEO
Vice President of Investments & Chief Compliance Officer
Director of Investments & CFO
Senior Investment Advisor
Investment Advisor Representative
Investment Advisor Representative
Investment Advisor Representative
Senior Client Associate
With more than 30 years of experience in the financial services industry, I offer a wide range of services to my clients, from helping them select individual investments to developing a total financial plan.
By having access to a broad array of company resources—including research analysts and economic and market experts—I can help my clients make informed investment decisions based on their specific needs. I graduated from the University of Dayton with a Bachelor of Science degree in Business, and am a Certified Investment Management Analyst (CIMA). In addition, I was named as one of Barron’s® Top 1,000 Advisors in 2009, 2010 and 2011.
Outside of the office, I enjoy spending time with my wife, Suzanne, and our four children. Often you will find all 6 of us together on the golf course. I also regularly volunteer with my wife and family at St. Jude Children’s Research Hospital. I was also the Chair of the Investment Committee for the Catholic Foundation for 10 years and am still a member of the committee.
As an investment advisor, I work alongside my father, Robert, in taking a holistic financial planning approach to our clients. Before creating Meyers Wealth Management, LLC, I graduated from The Ohio State University and then spent nearly three years at a multinational audit and accounting firm. As part of my previous employment, I became a Certified Public Accountant™ (CPA®).
Working with individuals and corporations across countless sectors, it is my mission to guide clients towards making the best financial decisions for both the present and the future. We firmly believe that everyone is entitled to proper financial advice, so we will do whatever we can to ensure all client needs are met.
Aside from spending my free time with my wife Kelly, you can usually find me on a golf course or at a sporting event. I'm on the board of a charitable organization, the Five Strong Foundation, and have a passion for working with St. Jude Children's Research Hospital. I am currently a member of the finance committee for the Catholic Foundation.
As an Investment Advisor Representative with Meyers Wealth Management LLC, I am able to offer my clients advice that is built upon nearly 25 years of experience in the financial services industry. I offer my clients comprehensive retirement and investment planning services, as well as strategies for estate planning and properly manage investments. As the industry changes, my mission continues to emphasize the personal priorities of each client. By focusing on clients’ personal priorities, I am able to help them succeed financially.
I am a graduate of The Ohio State University and have taken and passed additional rigorous exams in order to become a Certified Financial Planner™ professional. By meeting the stringent criteria required based on experience and expertise, I am able to actively manage a client’s portfolio on a discretionary basis.
My wife, Jamie, and I are always busy with our two children. When I'm not coaching one of their sports teams, we are in the backyard getting ready for whatever season comes next.
I began my career in the financial services industry 20 years ago. Over that time I earned a BA from Northwood University, completed the Uniform Securities Agent State Law Series 63, and the Uniform Investment Advisor Law Exam Series 65. Today I work as a Senior Investment Advisor for the Meyers Wealth Management Group where we focus on working with clients to build and manage their wealth. I am passionate about helping women and families with their investment plan so they can become confident and empowered in their financial life.
I have worked in the financial services industry for nearly 25 years. In 1997 I started in the institutional sales office of the former Nat City Investments Corporation and from there moved to the Nat City Trust division before finally joining Bob Meyers at Advest Inc. in January of 2000. I have had numerous responsibilities and positions on the Meyers’ team for the past 20 years. Currently, I am an Investment Advisor and Series 66 licensed with responsibility for our ERISA compliant clients as well as a myriad of client facing duties.
I am a graduate of Adrian College in Adrian, Michigan and completed several years of graduate work in Chinese History and Economic History at The Ohio State University, Department of History. From there I joined the Foreign Area Technology Division of the Defense Intelligence Agency located at Battelle Memorial Institute.
My hobbies are varied and eclectic. I enjoy a strenuous hike through the mountains as much as a good thick boring book on economics. Depending on the season I am as likely to be on a tennis court as I am on a sand volley ball court. But most of all, spending time family and friends is what I enjoy most.
As an investment advisor, I work alongside my father, Robert and brother, Matthew, in taking a holistic financial planning approach to our clients. Before joining the Meyers Wealth Management team, I graduated from Loyola University Chicago where I obtained a Bachelor's degree in Accounting and an MBA in Information Systems. I was also a member and captain of the NCAA Division I Loyola University Chicago Women's Golf Team. Upon graduation, I spent over three years working at a regional public accounting firm in Columbus. I hold the Series 66 securities registration.
As an investment advisor, I work alongside the Meyers Wealth Management team in taking a holistic financial planning approach to our clients. Before joining Meyers Wealth Management Group, I graduated from The Ohio State University and have spent my professional career in customer service and the financial industry. I hold the Series 66 securities registration, as well as a Life, Accident, Health and Variable insurance license in the state of Ohio.
As a client associate, I consider myself a helper and assist our clients and Investment Advisors with any task they need. I worked as an Executive Assistant for 13 years before entering the financial industry. Before joining Meyers Wealth Management in 2017, I worked as an Executive Assistant to Top Level Management.
My role is to support our clients and Investment Advisors by executing any operational tasks required. I believe our clients deserve the best customer service, and I am used to going the extra mile to deliver it.
In my spare time, I enjoy floral design and spending time with my husband.
As a Senior Client Associate, I have worked in the financial industry for over 25 years. My role with the Meyers Wealth Management team covers a variety of administrative duties such as scheduling client reviews and administering to all service related procedures. I truly value the relationships I have developed with our clients.
My career originally began as an elementary school teacher in the Diocese of Columbus. As my family grew, I stayed home to raise my children and supported them through grade school at Our Lady of Peace and then Bishop Watterson High School. I then returned to the work force in the financial industry and became a licensed client associate with Wachovia Securities. My path in the financial industry led me to Meyers Wealth Management, where I have worked alongside my daughter, Karen Kehres for the past 15 years. It is my privilege to work with the team at Meyers Wealth Management and to service our clients.
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