- We prioritize God, family, work
- We listen and openly communicate with authenticity
- We emotionally invest in others with a sense of urgency
- We serve with absolute integrity and loyalty
- We learn, collaborate, pursue excellence and fun
- We simplify the complex
- We face challenges with passionate optimism
- We inspire action and accountability that creates results
Ready to Partner With Meridian?
Our main purpose is to bless family-owned companies.
Bringing serious firepower to our elite Valuation and Advisory department, Ken was a great addition to Meridian in early 2009. Ken’s extensive banking and finance expertise was forged within the trenches of several industries including petroleum. Working environments ranged from smaller entrepreneurial companies to larger NYSE listed corporations. Clients appreciate how he manages to temper his meticulous attention to details and ‘number crunching’ abilities with his real world business savvy to make the numbers accessible, meaningful and usable in everyday decision making
Tom’s passion is to help people and family businesses be the best they can. In leading our Elite program, he coaches petro leaders to get the results they want. With more than 30 years coaching experience, he has broad bandwidth to guide teams to accelerate their success, build trust, create unity, engage in productive conflict which boosts understanding and creates the accountability necessary for excellence.
Kayla is a senior team member with Meridian and her familiarity with the industry and genuine character will make you feel like you’ve worked with her for years. Kayla came to Meridian with a strong belief in coaching, learning and an appreciation for cash flow from her accounting background. Incorporating her passion for legacies and ear for detail, Kayla brings valuable conversation and direction to the marketers who have the pleasure of speaking with her.
James came to us with over seven years of complex financial analysis with a leading Mortage Underwriting firm. His knowledge includes both high-level credit and risk analysis coupled with a thorough background and understanding of multilayered loan structures. James graduated from Robert Morris University with a degree in Business Administration, achieving Magna Cum laude and finished his MBA with Baylor University in August 2019. James and his wife, Nicole, welcomed their first child, Ford, in 2021.
Brett has quickly become a family favorite at Meridian. Balancing an immense business acumen with the charm of your longest-time friend, he guides marketers to discover where they want to go. Don’t let his calm, friendly voice fool you; Brett is a driver and is always on the lookout for hidden paths to success. Put on your adventure hat and get ready to explore your options with Brett.
Brent is a self–professed geek, a jack of all trades in information technology that every company should have! He spends the majority of his time crafting elaborate marketing campaigns so Meridian can meet its goal of blessing more and more families. Brent’s drive and passion also includes web development for the systems at Meridian. He actually loves database statistics!
Kristina recently joined the Meridian team bringing over 15 years of banking and financial experience to the table. Kristina’s past also included being a small business owner herself, which allows her to easily identify with the challenges of family business and our clients. She is outgoing and always brings a positive attitude to the office, taking pride in jumping into projects, getting them done and moving on the next task. Kristina has two teenage children, Tyler and Haley and enjoys watching them participate in multiple sports.
Britt joined the Meridian team with an extensive business background, including as an entrepreneur owning his own business and leading sales and marketing teams. A native Texan, he brings 15 years of experience in the insurance and finance world, specifically telecommunication, where he served as a third-party national trainer in sales and leadership. He is a happily married father of four and avid motorcycle enthusiast. He is a valuable member of our team ready to bless you with his skills and knowledge!
Chris came to Meridian with a rich background in helping clients find solutions to their needs plus a passion to help family based businesses grow. She spends significant personal time volunteering at her church, Children’s Hospital, and homeless shelters. With Meridian core values and her huge heart, the combination is a perfect match. She is eager and willing to take our clients to the next level
Producing high-energy events and up-leveling best practices is part of the gift Sheila brings to the Meridian team. She’s looking forward to helping Meridian’s Family Business Specialists grow and serve more families than ever before. She is dedicated to helping individuals, families and companies thrive!
As Founder of a holistic health business, HealthTipGirl.com, she brings her passion of living well to Meridian. Being Betsi’s daughter, she’s thrilled to be a part of the next generation of the Meridian team and is exploring ways she might bless Meridian clients in the future. Nothing gives Sheila more pleasure than seeing people and their businesses thrive!
Madison recently joined Meridian with experience in graphic design and marketing. As a young, passionate designer and recent graduate of Washington State University, she strives to provide engaging and compelling results to clients. With experience working with and volunteering for small businesses, she is eager to assist in the growth process of other businesses as well.