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...

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...

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...