- 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.
Ken finds excitement in being a matchmaker of family businesses. Whether it is a merger, acquisition or sale, Ken and the department he leads are known for highly confidential, highly successful transactions. Ken joined our team in 2009 after a successful financial career in both the private and public sectors, but always loved family business having grown up in one. Ken was the first employee to be granted shareholder status at Meridian.
Tom’s passion is to help people and family businesses be the best they can. He loves coaching leaders to get the results they want. With 30+ years experience coaching, he has broad bandwidth to guide teams to accelerate their success.
Since starting with Meridian, Lesley has quickly grown our M-Power program to better serve our clients. Her specialty is listening. Through actively listening to marketers she discovers the best programs and coaching needed to conquer their specific challenges. So grab a cup of coffee and schedule a call with Lesley, she’s ready to listen with an open and creative mind.
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. Incorporating her passion for legacies and attention to detail, Kayla brings valuable conversation and direction to the marketers who have the pleasure of speaking with her.
Jim is passionate about diving into the numbers. Whether you are seeking a valuation for your estate, banker, or just an update, he seeks to learn about your business, provide straightforward explanations, and suggests ways to improve. When he is not working on spreadsheets, you can join him in one (or all) of Meridian’s eight real-time forums!
Khristina brings lots of fun and personality to our team. Starting as Betsi’s Executive Assistant, she later moved into a marketing role where she can let her creativity fly. She loves a challenge, enjoys learning new things, and has been instrumental in keeping the team on track with strategic commitments. Previously working in the oil and gas industry was helpful to her fast start at Meridian.
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!
Jeannie recently joined the team bringing over 25 years accounting experience to the table. She was immediately appreciated by all for expert handling of all our internal accounting plus jumps in when needed to assist a client or fellow team member, always with a smile. Jeannie is an avid learner very excited about Meridian projects and new skills. As a Navy veteran, she is always up for a challenge!