At Merlin, our team is committed to relieving the burdens and stresses that come from juggling your finances so you can focus on the things that matter most to you. We are experienced financial professionals, with a fiduciary commitment to always putting your best interests first. We offer the knowledge and expertise you need to feel confident that your finances are being well managed. As part of The Guardian Network, we have access to a platform of products, resources, and professionals that can help you achieve your vision of success sooner than you thought possible.
You can learn more about our experienced team members in the biographies below, or reach out to us to schedule your initial consultation today.
CEO, Principal, Financial Advisor
Managing Associate, Registered Representative
Managing Associate & Financial Planner
Director of New Business Operations