Our Team
Experienced Professionals Dedicated to Your Financial Success
Our team combines decades of experience in investment management, financial planning, tax strategy, and estate planning. Every team member shares our commitment to fiduciary excellence and personalized service.
Catherine Meridian
Founder & Chief Executive Officer
CFP®, CFA®, CPWA®
Catherine founded Meridian Wealth Advisors in 2003 after 15 years at Goldman Sachs. She oversees all aspects of firm strategy and client relationships.
David Chen
Chief Investment Officer
CFA®, CAIA®
David leads our investment management team, developing and implementing portfolio strategies across all asset classes.
Sarah Mitchell
Senior Wealth Advisor
CFP®, ChFC®
Sarah specializes in comprehensive wealth planning for families navigating generational wealth transfer.
James Okafor
Director of Financial Planning
CFP®, CPA
James brings 20 years of tax and financial planning expertise to help clients optimize their financial strategies.
Maria Rodriguez
Associate Wealth Advisor
CFP®
Maria works closely with clients on retirement planning and investment portfolio management.
Robert Kim
Estate Planning Specialist
JD, LL.M. (Taxation)
Robert provides expert guidance on estate planning, trust administration, and tax-efficient wealth transfer strategies.
Join Our Team
We're always looking for talented professionals who share our commitment to client service. Visit our Careers page to see current openings.