Two young professionals looking to return to Wichita land at same wealth advisory firm
Welcome to the team, Eddie Jacobs! Eddie will be leading 6 Meridian technology initiatives including research and implementation of new systems to improve the client experience as well as improving efficiencies within current corporate platforms. Learn more about Eddie and his new role here.
Congratulations to Tim Rozzell on earning the Certified Financial Planner (CFP®) designation! Your dedication to continued training embraces our team’s commitment to providing expert advice and tailored financial planning solutions.
Our team continues to grow! Welcome, Amber Helms, to the 6 Meridian team. Amber is the newest member of the Investment Management Group with a focus on operations. Learn more about Amber and her new role here.
A lively evening with friends, family and team members honoring 6 Meridian Partner, Sarah Hampton, at the Wichita Business Journal’s 40 Under 40 event. Congratulations, Sarah on this much deserved honor. Check out Sarah’s profile by the Wichita Business Journal here.
6 Meridian team members celebrated Marketing Director, Amanda Maier, at the American Marketing Association annual Marketing Awards as the Corporate category winner for Marketer of the Year. Congrats!
Congratulations to Will Horner on his successful completion of the Chartered Financial Analyst (CFA®) Program! This advanced investment management credential required an intense commitment to passing 3 exams and 4 years of qualified work experience. Learn more about Will’s role on the 6 Meridian team here: http://bit.ly/WillHorner
A big THANK YOU to our fantastic clients who braved the rainy weather over the weekend to make our annual Shred Event a success!
Former 1888 Management, LLC Sr. Investment Analyst Joins 6 Meridian 6 Meridian to launch private investment partnership in mid-2018 Wichita, KS, February 1, 2018- 6 Meridian LLC, a SEC registered investment advisory firm, welcomes their 4th addition to the team since launching in September 2016. Josh Buffolino joins the investment management group as Vice President…
The 6 Meridian team wishes you and your family a Joyous and Peaceful Holiday Season!