The people behind your plan
Every Meridian client works with a coordinated team of credentialed specialists — not a single generalist working alone.
Advisors
Alexandra Reyes
Founding Partner
Alexandra has spent two decades guiding pre-retirees and business owners through major financial transitions, from liquidity events to multi-generational estate planning.
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Marcus Whitfield
Director of Investments
Marcus leads portfolio construction and risk management across all client accounts, with a focus on disciplined, evidence-based investing.
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Priya Nandakumar
Senior Tax Strategist
Priya coordinates tax planning strategy alongside each client's investment and estate plan, with particular depth in closely held business taxation.
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David Okonkwo
Senior Financial Planner
David builds comprehensive financial plans for individuals and families, specializing in retirement income sequencing and Social Security strategy.
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Laura Bennett
Estate & Trust Strategist
Laura works alongside clients' outside counsel to design and coordinate estate and trust strategies that reflect their wishes and minimize friction.
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Sam Torres
Director of Client Operations
Sam leads client onboarding, account servicing, and the day-to-day operations that keep every client relationship running smoothly.
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Schedule a complimentary introductory call.