Our team

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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, our four children and two grandchildren. 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®) and still hold that license. I also spent time at The Wharton School of the University of Pennsylvania to obtain my Certified Investment Management Analyst ® (CIMA ®) designation. In addition, I hold the Series 24 and Series 66 securities registrations, as well as a Life, Accident, Health and Variable insurance license in the state of Ohio.  

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 and daughters Charlotte & Ella, 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, I work alongside my father, Robert, brother, Matthew and sister, Natalie, 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 well as a Life, Accident, Health and Variable insurance license in the state of Ohio.  

Outside of the office, my husband Brett and I enjoy golfing, cooking, exploring the Columbus restaurant scene and spending time with our families. 

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 recently joined my father and two siblings as an investment advisor representative at Meyers Wealth Management, where we focus on creating financial plans for our clients. I graduated from Loyola University Chicago with a Bachelor’s degree in Finance and a minor in Marketing. I also was a member of the NCAA Division I Loyola University Chicago Women's Golf Team where I served as captain for two years.  

Prior to Meyers Wealth Management, I spent roughly five years in Credit Risk as a Portfolio Manager for large commercial banks. I currently hold the Series 66 securities registration. During my free time, I am typically spending time with family and friends, traveling, or on the golf course. My fiancé and I love cooking together and trying new restaurants in the Columbus area. 

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 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 the newest member of the Meyers Wealth Management team, I value the relationships that I am developing through assisting our clients with their servicing needs, scheduling client reviews and supporting the Investment Advisors with administering service and administrative tasks, generating reports, and assisting with follow-up projects.  I have worked in the financial industry for over 20 years and hold a FINRA Series 6 securities registration, as well as a Life, Accident, Health and Variable Insurance license in the state of Ohio.

In my spare time, I enjoy scrapbooking, attending sporting events, hiking, camping, traveling and spending time with my family.  I’m actively involved in dog rescue and dog foster programs in the Columbus area, and thoroughly enjoy spending time with my grand dog.