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
  • Love – We love God, family, and work
  • Simplify – We simplify the complex
  • Serve – We serve with purpose, passion, and integrity
  • Inspire – We inspire action that gets results
  • Achieve – We consistently achieve powerful 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

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

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Thomas Otley
Director Strategic Growth

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.

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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. 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.

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JAMES BERNER
Valuation Specialist

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.

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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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Kristina Stone
Accounting Manager

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
Britt Eason
Director of Business Development

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 Barta
Chris Barta
Family Business Specialist

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

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Sheila Janan, M.A.
Event and Marketing Strategist

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!

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Madison Roby
Graphic Designer - Marketing

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.

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Tami Wallerich
Family Business Specialist
Tami is passionate about helping people and finding solutions.  For 27 years, Tami has worked with family-owned businesses to help them grow revenues, creatively market their services, and develop programs to cut costs.  This experience has provided the insight needed to work diligently on behalf of hardworking families and to always put what is best for their businesses first.   Between gardening and grandkids, the majority of her spare time is focused on family and the outdoors.  Tami is working toward her Master Gardeners accreditation from Purdue University and is a steward of the environment and loves volunteering in her community.
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