Although our firm's formal founding was in August 2022, our legacy has been built by our founder, Meredith Flautt, and over 40 years of his experience. Our team is the means by which we will continue the work Meredith began and grow it into the future. Jonathan Farrell joined Meredith in his pursuit of growth for his clients and serves as a key leadership figure, along with his title as Director of Retirement Plan Services. Our team is guided by the principles of teamwork and collaboration to ensure that our clients' needs are met. This is embodied by our team’s makeup, where different members of our team have areas of expertise that complement each other.
