Jeff Wilcock is a Registered Financial Consultant with over 30 years of experience and is the Co-Founder of Seros Financial. He advocates, living your retirement by design, not by default...

Ashlee Merkley is a member of the Advisory Team at Seros Financial. As a service advisor, she works in tandem with the Service Team to support our clients...

We wish Bill well on his adventures in retirement...

Samantha Merkley is a member of the Relationship team at Seros Financial. As the front desk receptionist, she is the first person to greet our clients on the phone and in person...