We are your trusted team to help you discover and live your ideal life.

Meet the Team

Gregg Clarke headshot

Gregg Clarke, CFP®


Kacy Gott headshot

Kacy Gott, CFP®

Principal & Chief Compliance Officer

Jackie Remar headshot

Jackie Remar, CFP®

Financial Planner

Jen Bahi headshot

Jen Bahi, CFP®

Financial Planner

Christi Tanner headshot

Cristi Tanner

Resident Associate

Erich Jochimsen headshot

Erich Jochimsen

Resident Associate

Cesar Sandoval headshot

Cesar Sandoval

Resident Associate

Tiffani Clarke headshot

Tiffani Clarke

Chief Financial Officer

Alyx Lance headshot

Alyx Lance

Operations Manager

John Merola headshot

John Merola

Client Services Administrator

Lynn Erickson headshot

Lynn Erickson

Office Administrator

Our Community

Generosity with community is a deeply ingrained value with our team.

What we do together

How we get involved

What we do for others

Join Our Team

Meritas is a cooperative, collaborative, and fun environment.

Interested in joining a fun, dynamic work culture that puts people first? Want to make an impact on the community and work together as a team to help clients reach their financial dreams? At Meritas, we live to inspire clients and staff to discover what’s possible and most important to them, educate on how to best reach their goals, and guide them on the path towards realizing their dream. If you are interested in a career in Wealth Management and enjoy a team approach, we might be your match. It’s not all work here either. We serve the community together, build bonds on our annual team retreats, and celebrate our successes with company wide outings. Some ways we have celebrated include attending sporting events, lunch and dinners with colleagues, and retreats. Sound like this is a place for you? Interested in working at a unique Financial Planning firm? Let us know if our creative culture might be right for you.