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) 967-1152
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...
Jeremy Smith
(480) 967-1152
Jeremy Smith is an Owner and Advisor at Seros Financial. His career began in 2005 when he joined...
Jill Baumes
(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...
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...
Dyan Abbott
(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...
Sherod Bigelow
Registered Principal
(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.
Collin Bryce
Promoter
His positive attitude is infectious and serves him well as he nurtures and strengthens bonds with clients, corporate partners, and philanthropic institutions...