Merit Wealth Management

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.

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Team photo for Merit Wealth Management
Team photo for Merit Wealth Management

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Advisors

Sandeep Madhavan

CFP®

Private Wealth Advisor

Managing Partner of Merit Wealth Management
Visit Sandeep Madhavan's website

Johny Makhijani

CFP®, AAMS, APMA, CEPA®

Financial Advisor

Franchise Owner
Visit Johny Makhijani's website

Byron Gega

Financial Advisor

Managing Partner of Merit Wealth Management
Visit Byron Gega's website

John Wende

CRPC, APMA

Financial Advisor

Visit John Wende's website

Madison Kautzman

APMA

Financial Advisor

Visit Madison Kautzman's website

Christine Shepherd

CRPC, APMA

Financial Advisor

Visit Christine Shepherd's website

Doug Peterson

Financial Advisor

Franchise Owner
Visit Doug Peterson's website


Team

C. Renee Soria

C. Renee Soria

Client Service Specialist

Kennedi Evenson

Kennedi Evenson

Marketing Manager

Qualifications

  • Bachelor of Arts, University of California, Irvine

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Lacey Rivello

Lacey Rivello

Client Service Coordinator

Qualifications

  • FINRA Series 7

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Samantha Briers

Samantha Briers

Client Relationship Manager

Qualifications

  • Bachelor of Science, Kingston University of London

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