Apple Tree Asset Management, LLC

James Meert is a financial advisor at Apple Tree Asset Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at American Equity Investment Corporation and The Meert/Zoller Financial Group. In addition to his advisory role, he serves as a town council board member in Hamilton, Michigan. Apple Tree Asset Management serves individuals, charities, corporations, and retirement plans, managing approximately $152 million across around 780 accounts. The firm focuses on customized portfolios through proprietary model portfolios, discretionary management, and regular client reviews.

Keith Layman is a financial advisor with Apple Tree Asset Management, LLC in Fort Wayne, IN, holding a Series 66 designation and 26 years of industry experience. His prior experience includes roles at Concorde Asset Management, American Portfolios Advisors, and Questar Asset Management. Outside of advising, he serves on the board of elders and finance committee at Christ's Church at Georgetown and is involved with several nonprofit organizations and small business ventures, including ownership interests in insurance and hospitality businesses. Apple Tree Asset Management serves individuals, charities, corporations, and retirement plans, managing approximately $152 million across about 780 accounts. The firm provides comprehensive financial planning and discretionary portfolio management using proprietary model portfolios, emphasizing asset allocation and customized portfolios with periodic rebalancing. Apple Tree also offers in-house tax preparation services and incorporates Biblically Responsible Investment screening in its advisory activities.

Nicolas Couch is a financial advisor at Apple Tree Asset Management, LLC in Fort Wayne, IN, with three years of industry experience. He holds a Series 65 designation and has worked exclusively at Apple Tree since 2022, with prior experience outside the financial industry. Apple Tree Asset Management serves individuals, charities, corporations, and retirement plans, managing approximately $152 million across around 780 accounts. The firm focuses on comprehensive financial planning and discretionary portfolio management using proprietary model portfolios, emphasizing asset allocation, tax efficiency, and client preferences.

Joseph Wiegand is a financial advisor with Apple Tree Asset Management, LLC, holding a Series 66 designation and bringing 24 years of industry experience. He previously worked at Concorde Investment Services and Concorde Asset Management from 2014 to 2021. Outside of his advisory role, he is involved with Lifetime Financial Solutions, LLC, which focuses on investment-related services. Apple Tree Asset Management serves individuals, charities, corporations, and retirement plans, managing approximately $152 million across about 780 accounts. The firm offers comprehensive financial planning and discretionary portfolio management based on proprietary model portfolios, with an investment approach that emphasizes asset allocation, customization, and tax efficiency.

Douglas Buller is a financial advisor with Apple Tree Asset Management, LLC in Fort Wayne, IN. He holds a Series 65 designation and has five years of industry experience. Prior to his advisory role, he worked at Warsaw Christian School for over three decades. Apple Tree Asset Management serves individuals, charities, corporations, and retirement plans, managing about $152 million across roughly 780 accounts. The firm offers financial planning, discretionary portfolio management using proprietary model portfolios, qualified plan consulting, and third-party adviser monitoring, with an investment approach focused on asset allocation and customized portfolios.

Gary Zoller is an investment adviser representative at Apple Tree Asset Management, LLC with 25 years of industry experience. He previously worked for Meert/Zoller Financial Group for 21 years and began his career at A. G. Edwards & Sons, Inc. He owns Auburn Image Center Inc. and Boswell-Zoller Inc., and serves on the boards of the Auburn Rotary Club and United Way of DeKalb County. Apple Tree Asset Management serves individuals, charities, corporations, and retirement plans, managing approximately $152 million across about 780 accounts. The firm provides comprehensive financial planning and discretionary portfolio management using proprietary model portfolios with a focus on asset allocation and customized investment solutions.