Gregg Clarke, founder of Meritas Wealth Management, LLC, has been a financial advisor since 1990. He has a passion for comprehensive financial planning services with an emphasis on goal setting, investments, asset allocation, and retirement planning. Gregg also works with many clients in the area of employee stock option planning. Gregg is a Certified Financial Planner (CFP®), and has an MBA in Financial Planning from Golden Gate University. Gregg’s undergraduate degree is in Mechanical Engineering from the University of California at Davis.
Gregg is past President of the Financial Planning Association (FPA) of San Francisco and continues to serve on the Programs Committee. He currently serves on the board of the Community Media Center of Marin as Vice Chair and he also is an adjunct professor in the Masters in Financial Planning program at Golden Gate University in San Francisco. He continues to participate in the FPA Residency program as a mentor.
Gregg lives with his wife, Tiffani, in San Rafael, California, and together they are actively involved in the community through volunteer work for charitable organizations. Gregg participates in a variety of outdoor sports and activities, which includes multiple wine tasting trips. He also enjoys spending as much time as possible with family and friends – his personal goal is to laugh every chance he gets.
Kacy Gott has been a financial advisor since 1995. He has a passion for comprehensive financial planning services and strives to create a unique and inspiring decision-making environment for each client. Kacy is a Certified Financial Planner (CFP®); Kacy’s undergraduate degree is in Finance from San Diego State University.
Kacy is active in the profession and as an educator, having served on the national Board of Directors of the Financial Planning Association (FPA) and the Board of Trustees of the Foundation for Financial Planning (served as Chair). He also served on and chaired the Council on Education of the CFP Board. Kacy has taught financial planning at UC Berkeley Extension and Golden Gate University and has mentored new professionals in the FPA Residency program. He is a national recipient of the Heart of Financial Planning award.
Kacy lives in Sonoma County and can often be found exploring wine country in the Russian River, or Dry Creek Valley, or Italy, or… Kacy is passionate about wine and has built an extensive wine collection, which he loves to share with family and friends. He admits that his cooking skills are not on par with the wine selection, but fortunately, his wife and many of his friends are excellent cooks.
Jackie has been a valued member of the Meritas team since 2013. She works to ensure that personal finance doesn’t feel obscure or overwhelming for clients. With every client relationship, she takes the time to understand where their finances stand today, listens closely to what they’re hoping to achieve, and then builds a clear, personalized roadmap to help them get there. Her expertise covers retirement planning, cash flow planning, risk management, tax planning, and investment management. She earned her CFP® designation in 2018 through the College for Financial Planning.
Jackie holds a B.S. in Business Administration, with a concentration in Finance and a minor in Spanish, from California Polytechnic State University, San Luis Obispo. A Marin native now living in the East Bay, Jackie shares her life with her husband and two children, whom she adores.
Jen joined Meritas in 2015, drawn to the firm’s commitment to high-quality, in-depth financial planning. As she learned more about the fiduciary standard upheld by CFP® professionals, her decision to build a career in financial planning was solidified. Jen believes that clarity around personal finances, paired with a clear action plan, frees clients to focus on what they enjoy and live in alignment with their values — and helping clients reach that clarity is at the heart of her work. Over her tenure at Meritas, she has built lasting relationships grounded in trust, in which clients feel heard, cared for, and confident to make life decisions.
Jen brings a distinctive perspective shaped by a wide range of professional, academic, and cultural experiences. She prides herself on meeting people where they are and serving as an advocate as they work toward where they want to be. Jen completed her financial planning coursework at Golden Gate University and holds the CFP® designation, along with a Bachelor’s degree in Italian Studies from UC Berkeley and a Master’s degree in French Language and Culture from Middlebury College. An accomplished linguist who has lived, worked, and studied abroad in several countries, she places great value on strong interpersonal communication. Outside of work, Jen enjoys reading, painting, writing, spending time outdoors with family and friends, and staying involved in her son’s school community, including serving on the school board.
Cristi joined Meritas in 2021, launching her career in financial planning at the firm. She holds a Bachelor’s degree in Financial Planning from the University of Georgia and the CFP® designation.
Cristi understands that financial matters are often complex, not only mathematically and procedurally, but emotionally as well. By equipping clients with clear knowledge and genuine understanding, she helps them navigate even the most stressful financial decisions with confidence and peace of mind.
Outside the office, Cristi has a full life and a lot of hobbies. She bakes, dances, skates, and hits the gym, but what she values most of all is time with her community: hanging out with friends, finding local adventures, cooking big group dinners, and volunteering. She loves 70s and 80s music, craft cocktails, and catching the latest releases at the movie theater.
Cesar joined Meritas in July 2023, bringing a sense of purpose that has shaped his path since high school. A chance encounter with a book on personal finance set him on a mission to pursue financial planning. Today, that mission continues with Cesar as a CFP® professional, and his drive has only grown stronger.
What Cesar values most about his work is its weight. He deals with people’s livelihoods, and he takes that responsibility seriously. The trust clients place in the Meritas team pushes him to work harder and show up fully for every person he serves.
Outside of work, Cesar splits his time between crushing workouts with his sister, exploring the trails with his lovely lady, getting lost in a good book, and spending time with the rest of his family. He’s also a board game enthusiast, a movie theater regular, and a proud pet dad to Rex the dog and Moony the cat.
Amy is a career-changer from academia. From her time as a faculty member at San Jose State University, Amy brings her skills in teaching, research, and administration to her work at Meritas. After completing U.C. Berkeley’s Certificate Program in Financial Planning, Amy passed the CFP® exam in July 2024. A California native, Amy has lived in the Bay Area since 1998. In her free time, Amy enjoys hiking in the Oakland/Berkeley hills, spending time with extended family in the area, and visiting her sister in Alaska.
Tiffani Clarke brings extensive experience as an auditor and financial operations specialist to her position as Chief Financial Officer at Meritas. Prior to co-founding Meritas, Tiffani was the Manager of Financial Operations at InterMedia Partners and worked as an auditor for a national public accounting firm.
In addition to an undergraduate degree in psychology from the University of California at Davis, Tiffani has a degree in accounting from San Jose State University, graduating with honors.
Tiffani is married to Gregg Clarke, and together they are the proud parents of two sons. Tiffani volunteers with Extra Food and is active in the community, holding leadership roles on the San Rafael City Schools Parcel Tax Citizens’ Oversight Committee and Marin County Delta Gamma alumnae association. Her hobbies include making stuff, listening to classic R&B, learning mahjong, and hiking the beautiful hills of Marin and Sonoma counties.
Alyx joined Meritas in 2023 as Operations Manager, working behind the scenes to keep the firm running smoothly and ensure clients receive a seamless experience at every touchpoint. While her role is primarily internal, she values the moments she does connect directly with clients and is glad to be part of a team that puts their wellbeing first.
Outside the office, Alyx is happiest in good company, spending time with family and friends, cooking, hiking, and getting into whatever creative project has caught her attention. She’s an engaged listener and thinker, with a podcast rotation that includes Mel Robbins, Simon Sinek, Jay Shetty, and Bone Valley.
John has spent years cultivating relationships with clients while working at a bank, a brokerage firm and at a registered investment advisory firm.
As a Client Service Administrator at Meritas, John is responsible for maintaining the quality relationships we have with our clients. He and his wife, Lyn live in Novato with their two teenage children. John enjoys volunteering as an ice hockey coach and is a fan of music and motorcycles.
Rob brings a deep and diverse background in banking, finance, and mortgage operations to his hybrid role on our team. A San Diego State University alumnus with a B.S. in Business Administration, Finance, Rob has held a broad range of positions at Wells Fargo, including personal banking, underwriting, business credit analysis, and QA/data mining, and later served as Vice President of Operations at First American Title. Based in Gilbert, Arizona, Rob lives with his wife and their senior dog, Elwood, and stays closely connected with his two adult children. Outside of work, he enjoys baseball and football, collecting vinyl records, wine tasting, camping, boating, and playing the drums. Rob’s expertise, professionalism, and client‑focused approach enhance our firm’s ability to deliver reliable, high‑quality support to the individuals and families we serve.
With many years of experience working in the retail industry, Lynn fundamentally understands the importance and value of creating and maintaining a welcoming environment for our clients, be it via phone, email, or in person. Additionally, her positive outlook and thoughtful nature make her the perfect person to assist with client communications.
Prior to joining Meritas in 2018, Lynn worked as a para-educator with Novato Unified School District which provided her with the opportunity to hone great organizational skills and enhance her love for collaboration. Relying on these skills, Lynn flourishes in her role of facilitating office operations. She lives in Novato and has two grown children. She enjoys gardening, hiking the Marin hills, and spending time with her friends and family.
