As an investment advisor, I work alongside my father, Robert, in taking a holistic financial planning approach to our clients. Before creating Meyers Wealth Management, LLC, I graduated from The Ohio State University and then spent nearly three years at a multinational audit and accounting firm. I have taken and passed additional rigorous exams in order to become a Certified Public Accountant™ (CPA®) and a Certified Investment Management Analyst® professional (CIMA®). I also hold the Series 66 and 24 securities registrations, as well as a Life, Accident, Health and Variable insurance license in the state of Ohio.