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Helping Seniors Retire with Confidence
A dedicated partner driven who treats you like family… That’s what you’ll find at Meridian Senior Advisors.
We are a team of experienced financial professionals who view our clients as an extension of our own families. This approach allows us to provide personalized guidance that’s always in your best interests. We strive to provide you with the confidence of knowing you are on track to achieve financial stability in retirement.
We have more than 50 years of combined experience helping clients answer these questions and more. We serve as your partner in designing and implementing a custom retirement strategy to help you retire with the confidence of knowing your financial future is well cared for.
Owner/Licensed Insurance Professional
As the owner of Meridian Senior Advisors, Shelly treats every client like family.
Shelly's collaborative approach to her work is evident in her relationship with her colleague, Rick, who plays an instrumental role in the retirement planning process. After Shelly conducts an initial meeting with the individual or couple, she collaborates with them to establish an appointment with Rick.
Shelly has 25+ years of experience in the financial services industry, working primarily with clients age 60 and older. Prior to founding Meridian Senior Advisors, she spent 4 years as an Agent at Bankers Life and Casualty. She also served twenty-one years as an Agent at BIA Senior Advisors.
Michelle is a licensed insurance professional. In her free time, she enjoys working out, going on vacation and spending time with her family.
Lead Financial Insurance Professional
As the firm’s Lead Agent, Rick connects seniors with the support and resources of Meridian Senior Advisors. He takes a disciplined approach to identifying and addressing clients’ specific challenges in order to offer strategies to support them along their journey toward financial stability in retirement.
Rick has more than 34 years of financial services experience. Prior to joining the firm, he was a top Agent at Bankers Life and Casualty as well as having his own company, BIA Senior Advisors. After BIA Senior Advisors, Rick moved on to The Assurance Group where he worked up until joining Meridian Senior Advisors. His past experience also includes serving in the Marine Corps, which taught him to be disciplined and strategic in all he does.
Interested in learning more about how we can help you live confidently in retirement? Contact us to schedule a complimentary, no-obligation consultation.
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Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency. 23018 - 2023/5/22