Broker Check

Team

HUMAN CAPITAL IS OUR MOST CHERISHED ASSET. CERTAINLY OUR TEAM KNOWS THEIR STUFF. BUT JUST AS IMPORTANT, THEY KNOW THEIR CLIENTS. MEET TEAM SEROS. YOU MIGHT FIND WE'RE A LOT LIKE YOU, OR SOMEONE YOU KNOW.

 

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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Jeremy Smith

(480) 967-1155

(480) 967-1152

Jeremy Smith is an Owner and Advisor at Seros Financial. His career began in 2005 when he joined... 

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Jill Baumes

(480) 967-1155

(480) 967-1152

Jill Baumes is a member of the Advisory Team at Seros Financial. Specializing in retirement and income planning, Jill helps her clients create financial strategies aimed at their short- and long-term goals...

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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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Bryson Merkley

Relationship Team

480-967-1155

Bryson Merkley is a member of the Relationship Team at Seros Financial. As the Client Relationship Coordinator...

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Dyan Abbott

(480) 967-1155

(480) 967-1152

Dyan Abbott is a member of the Seros Financial Service Team. She manages bookkeeping and processing client service requests - but it’s her consistency and reliability that make Dyan a truly invaluable member of our team...

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Sherod Bigelow

Registered Principal

480) 967-1155

(480) 967-1152

Sherod Bigelow is the Chief Compliance Officer at Seros Financial. Specializing in technology, he heads up the firm’s IT Department and is a member of the Service Team. 

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Bill Kelso

Retired

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

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