Meridian Wealth Management

Skylar Simpson is a Series 65-licensed advisor at Meridian Wealth Management with one year of industry experience. Prior to joining Meridian, Skylar worked for two years at Bonaventure and spent ten years at KS & S Design, LLC. Meridian Wealth Management serves individuals, high-net-worth clients, and institutional entities, offering investment management, financial planning, consulting, and pension services. The firm emphasizes diversified asset allocation using ETFs, mutual funds, and individual securities, with a small team structure that supports a concentrated client servicing model.

Thomas Zebroski is a CFP® professional with 19 years of industry experience, currently serving at Meridian Wealth Management. He previously worked at Columbia River Advisors and Central Washington University. In addition to his advisory role, he holds an insurance license, though he spends less than 1% of his time on insurance-related activities. Meridian Wealth Management serves individuals, high-net-worth clients, and institutional entities, offering investment management, financial planning, consulting, and pension services. The firm emphasizes diversified asset allocation across traditional and alternative asset classes, with a small team structure managing a concentrated client base.

John Grubbs is a financial advisor at Meridian Wealth Management with 23 years of industry experience. He holds a Series 66 designation and has worked at Meridian since 2016, following a four-year tenure at Columbia River Advisors. Outside of his advisory role, Mr. Grubbs serves as President of Sprout, SPC, an organization providing financial education to both nonprofit and for-profit entities, and acts as Treasurer of Grace Road Church. Meridian Wealth Management serves individual, high-net-worth, and institutional clients with a focus on diversified asset allocation across traditional and alternative investments. The firm provides discretionary and non-discretionary investment management, financial planning, consulting, and pension services, employing a customized approach that includes the use of ETFs, mutual funds, and individual securities.

Danielle Moody is a financial advisor at Meridian Wealth Management in Gig Harbor, WA. She holds a Series 65 designation and has one year of industry experience. Moody has been with Meridian Wealth Management since 2022. Meridian Wealth Management serves individuals, high-net-worth clients, and institutional entities, offering investment management, financial planning, and consulting services. The firm focuses on diversified asset allocation across traditional and alternative investments, with a client-servicing model tailored to a small number of clients.