Team

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...

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

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...

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...

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...

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. 

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...

His positive attitude is infectious and serves him well as he nurtures and strengthens bonds with clients, corporate partners, and philanthropic institutions...