The Meridian Financial Company

About Us
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Welcome to our website:

My affiliation with Cadaret, Grant & Co., an independent firm and recipient of the highly acclaimed Investment Advisor award, provides me, an Independent Financial Adviser, the opportunity to offer a full spectrum of financial products and services free of proprietary constraints.

The importance to the consumer and business owner when working with an independent financial team, unencumbered by the pressures of "pushing" the latest product or service, is that it produces the highest degree of competitive choice in fee based and commission platforms.
As your Financial Adviser, I have the freedom of providing you with the best products, services and technology suited to help meet your financial goals.

Please feel welcome to contact me with any additional questions that you may have about my firm or to arrange an appointment to discuss your financial goals.

You may also visit Cadaret, Grant's website at to find more information about the firm , or use the convenient "literature-link" section on the "Resources" page for a Cadaret, Grant & Co, Inc brochure and our statement on the "Investor Bill of Rights" agreement.

You will also find, on the "Resources" page, websites with a wealth of information on a variety of the most important  financial topics that effect our lives along with our sample financial plan.

Thank you for visiting and for your interest!


FINRA's Broker Check


The Meridian Financial Company


"Navigating the Future"