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...

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

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. 

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