Why Partner with Meridian?
Family Values
Are Our Values
  • Faith-based Guidance
  • Depth of Petro Experience
  • Proven Results – That Last
the meridian mission is to bless family-owned businesses
Our values shape our coaching

Betsi Bixby founded the company on the basic but solid principles of “faith and family first” and this transcends to all aspects of our offerings.

Our Good- faith Promise
We don’t just SAY our methods work – we guarantee them.  We will issue a full refund if you aren’t completely satisfied with your Meridian experience.
Our Core values
  • 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 learncollaboratepursue 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?

Let’s Chat

Meet meridian

Bio-BetsiB
Betsi Bixby
Founder/CEO

Betsi Bixby is a former banker who is passionate about family businesses. She started in the petroleum business when she partnered with a petroleum marketer who applied for a loan at her bank. Betsi’s MBA in Finance collided with what she saw in most of the petroleum businesses she encountered. Profitable, growing businesses were borrowing money over and over because they were so cash poor.

Betsi started teaching her partner about cash flow and within six months the health of the business had improved dramatically. The business was paying down debt and there was money in the bank. They decided to share their newfound wisdom with their fellow marketers by holding a seminar on cash flow and inviting Betsi to speak.

Our main purpose is to bless family-owned companies.

At that time (early 1991), bankers were disenchanted with the petroleum industry, and reasonably-priced bank debt was tough to get and keep. Betsi presented her “Banker’s Method of Cash Flow” talk to a group of about 125 petroleum marketers who had annual sales between $2 million and $500 million and cash flow that ranged from tight to severely tight. In her closing remarks, she invited them to call her if they needed help with cash flow or financing. That was a Saturday.

Monday morning, her phone at the bank began ringing, and the seeds for Meridian Associates, Inc. started to sprout. Today, Betsi and Meridian Associates, Inc., provide invaluable advice and guidance to family-owned petroleum-based businesses, helping them grow and expand their market share.

Meet The Meridian Team
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Ken Koger
VP & Shareholder

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.

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Thomas Otley
Director Strategic Growth

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.

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LESLEY MERLINO
Family Business Specialist

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 Duba
KAYLA DUBA
Family Business Specialist

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.

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JAMES BERNER
Valuation Specialist

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!

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Khristina Jones
Executive Assistant

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.

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Brett Smith
Family Business Specialist

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.

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Brent Palmer
IT/Marketing Specialist

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!

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Jeannie Philp
Accounting

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!

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