With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Advisor photo for John Merendino

John Merendino

CRPC, CMFC

Private Wealth Advisor

Senior Vice President of ClearEdge Private Wealth
Learn more about John Merendino Visit John Merendino's website
Advisor photo for Douglas Newstrom

Douglas Newstrom

CRPC

Financial Advisor

Learn more about Douglas Newstrom Visit Douglas Newstrom's website
Advisor photo for Luke Kacer

Luke Kacer

CRPC

Financial Advisor

Learn more about Luke Kacer Visit Luke Kacer's website
Advisor photo for Michael T Bailey

Michael T Bailey

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Michael T Bailey Visit Michael T Bailey's website


Our team

Madison Boyken

Madison Boyken

Client Service Specialist

Qualifications

  • Life, Accident and Health License
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Aayush Sharma

Aayush Sharma

Financial Planning Analyst

Teresa Miller

Assistant