Your team

Meet the advisors

Credentialed, independent and genuinely on your side. Book any of them by name.

Monogram tile with the initials DW, drawn in place of a photograph
17 yrs

Dana Whitfield

Founder · CFP®

Built Meridian on a fiduciary, fee-only promise after a decade in the commission world.

PlanningRetirement
Monogram tile with the initials ML, drawn in place of a photograph
14 yrs

Marcus Lee

Lead Portfolio Manager

Designs the low-cost, globally diversified portfolios at the heart of every plan.

InvestmentsRisk
Monogram tile with the initials PA, drawn in place of a photograph
11 yrs

Priya Anand

Estate & Tax Advisor

Helps families keep more of what they build, legally and calmly.

EstateTax
Monogram tile with the initials SO, drawn in place of a photograph
9 yrs

Sam Okafor

Advisor · Business Owners

Specialises in pensions, exits and succession for founders and directors.

PensionsExits
This is a demo design, not a real business.Have it rebranded as yours for $500 from EZWebee.