Jeffrey Wilcock
(480) 967-1152
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
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...
Bill Kelso, CPA (RET), CFP®
Investment Advisor
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
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...