The Team

If you want to be able to count on your assets — today and tomorrow, it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement® approach to recommend balanced and customized asset and risk management strategies. Whether health, life, disability income or long-term care insurance, we suggest solutions and coverage levels to best suit each client. Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.

Our Advisors

Brandy Merriam

Brandy Merriam

Financial Advisor

More about me...

Top Areas of Focus

  • Women's Financial Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies


Our Staff

Katherine Motzkus

Katherine Motzkus

Registered Client Service Associate