Broker Check

Jeffrey Wilcock

(480) 967-1155

(480) 967-1152

jeff@teamseros.com

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...

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Ashlee Merkley

480-967-1155

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...

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Bill Kelso, CPA (RET), CFP®

Investment Advisor

480-967-1155

When it comes to financial planning, Bill Kelso’s track record is his calling card. With more than 40 years of experience in the financial services industry – 30+ of which is specifically in the financial planning and...

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Samantha Merkley

480-967-1155

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...

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