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 email@example.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... Read more 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... Read more 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... Read more 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... Read more Bill Kelso, CPA (RET), CFP® Investment Advisor 480-967-1155 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... Read more 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... Read more 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. Read more Samantha Merkley 480-967-1155 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... Read more Collin Bryce Promoter (480) 967-1155 firstname.lastname@example.org His positive attitude is infectious and serves him well as he nurtures and strengthens bonds with clients, corporate partners, and philanthropic institutions... Read more Have a Question? Name Email Address Question Thank you! Oops!