Our Team
Imagine a world where you have legal, financial, and tax experts at your fingertips to analyze every facet of your personal and business life. Imagine this team working together to maximize your benefits, heighten your returns, and protect you from unseen risks.
Founder & Lead Wealth Advisor
Jeff Griswold
Jeff is Merit Wealth's lead on all strategic matters — crafting the firm’s vision, establishing its exceptional standards, and managing key relationships. Before forming Merit Wealth Management in 2008, Jeff was a partner at an investment firm in Salem, Oregon, and a financial advisor in Southern California. Since beginning his career in the financial services community as a stockbroker (what he now jokingly refers to as the "dark side"), he has taken ownership of every aspect of the model financial planning practice, from the operational details to the most strategic concepts. After working for large brokerage firms for several years Jeff began his most profound period of accomplishments as a fee-only Registered Investment Advisor firm representative.
Jeff grew up in Southern California. He attended Walla Walla University and the University of Redlands where he graduated with a Bachelor of Science degree in Business & Management. Jeff also holds professional designations or has held (before giving them up to go fee-only) various securities licenses including the Series 7, 63 & 66.Jeff holds the Certified Private Wealth Advisor designation which he earned through the Investments and Wealth Institute and The University of Chicago’s Booth School of Business. He is also an Accredited Investment Fiduciary. An accreditation earned and awarded by the Center for Fiduciary Studies.
Jeff is an active member of several professional and not-for-profit organizations and currently serves as an advisory board member of Health Professionals Alliance and Smith Medical.
For over fifteen years Jeff has been a regular speaker for various business, medical and dental group events. His mission with Merit Wealth Management has been to build a firm that becomes a renowned destination of ideas, insights, and intelligence that enables business owners, doctors, and their families to make better decisions about their future. Jeff enjoys spending time with his family, traveling, a good book and all the outdoor activities Middle Tennessee and Bend Oregon have to offer.
Wealth Advisor
Brody Rosenfeld, CPA, CFP®
As the son of a successful financial advisor, Brody grew up learning about financial planning and its importance. He received a bachelor’s degree in accounting with a minor in economics, earning Magna Cum Laude honors (3.8 GPA) from Arcadia University in Glenside, Pennsylvania. While there, he spent a semester abroad in the United Kingdom at The University of Cambridge where he studied Finance & European History. Brody is a Certified Public Accountant, CERTIFIED FINANCIAL PLANNERTM certificant, and has a FINRA Series 65 (investment adviser) certification. Over the past decade Brody has created hundreds of financial plans for high net worth families, managing relationships, creating Microsoft Excel driven financial planning solutions, and striving to live up to his reputation as an Excel Wizard. Brody briefly worked in public accounting before pivoting into Financial Planning. In his spare time Brody enjoys competitive axe throwing, brewing beer, learning about history, hiking, biking, & baking bread. Brody volunteers his time every week to pick up litter in his neighborhood, formed a local “trash team”, and volunteers with a local tree planting group. He is an avid Philadelphia Eagles fan, which we try not to hold against him. Brody is a member of Foundation Financial Planning, a partner of Merit Wealth Management.
Wealth Advisor & Financial Therapist
Jason Floyd, CFP®, CFT-I TM, MSFP
Jason enjoys the human side of financial planning and strives to connect with people to help understand their motivations, identify what drives them, and discover any issues. He assists Merit Wealth’s clients by helping them think, feel, communicate, and behave with money differently based upon the latest evidence based financial therapy research and techniques. Jason is also a self-described financial planning geek. In addition to becoming a CERTIFIED FINANCIAL PLANNER professional, he obtained his master’s degree in financial planning (MSFP) earning a 4.00 GPA, with a concentration in financial therapy. Jason began his studies and career in accounting allowing him to bring a bit of a tax and accounting perspective to the table as well. Jason and his wife just had their first child! Outside of family and financial planning he enjoys creating projects with his 3D printer. Jason is a member of Foundation Financial Planning, a partner of Merit Wealth Management.
Wealth Advisor Associate & Tax Planning
Noah Hankin, CPA, CFP®
Noah is a CPA and a CFP® Professional, having successfully completed both exams on his first attempt. At Merit Wealth, he currently serves in a planning support role, working alongside Jeff and the team as he continues his journey to becoming an additional wealth advisor for the firm. Noah brings strong attention to detail, advanced Excel skills, and extensive financial planning experience to the Merit. Originally from the Philadelphia area, Noah now resides near the beach in Fort Lauderdale, Florida. He enjoys a diverse range of hobbies, including scuba diving, lobstering, skiing, and cooking. Noah is a member of Foundation Financial Planning, a partner of Merit Wealth Management.
Wealth Advisor Associate
Nick Hiebert
Nick currently serves in a planning support role at Merit Wealth, working alongside Jeff and the team as he continues his journey to becoming an additional wealth advisor for the firm. Nick passed the CERTIFIED FINANCIAL PLANNER™ Exam in 2023. Prior to joining the financial services industry, Nick served as a high school varsity basketball coach and science teacher for eight years. His love for problem-solving and desire to help others achieve their goals is the driving force behind his choice to call Merit Wealth Management home. Outside of financial planning, Nick’s other interests include music, staying active (outdoors if possible) and attending various sporting events with his wife, Beth, and son, Reid.
Estate & Tax Planning
Jacob Stewart, JD
Jacob is Merit Wealth’s Estate and Tax Planning subject matter. Previously Jacob spent several years working as the chief tax and asset protection consultant for a large asset-protection company. Jacob has helped thousands of medical professionals and other small business owners across the country reduce their tax burden and protect their assets. Jacob obtained his law degree from George Mason Law School. Because of his education dn experience, Jacob can look at a client’s situation from multiple perspectives, and incorporate asset protection, tax considerations, estate planning and financial planning into his recommendations to clients. Jacob and his wife have six beautiful children. Jacob love spending time with his family, serving his church, reading, playing racquetball, hiking, and spending time outdoors. He also speaks fluent Spanish and French. Jacob is a member of Foundation Financial Planning, a partner of Merit Wealth Management.
Insurance Subject Matter Expert
Bartlett Snyder, CLU®
Navigating a business owners insurance needs can be challenging. It’s not uncommon for clients to arrive at Merit Wealth Management with a tangled mess of insurance products they’ve been sold by outside insurance representatives. Bart provides independent insurance reviews integrated with client’s financial plans - helping untangle everything, providing a clear overview of the current situation, goals-based recommendations, the consequences of any moves, and alternative ideas. Bart has expertise in life insurance, annuity products, long- term care, and disability insurance products. Since objectives vary widely from person to person, so does his individualized planning solutions. Bart and his wife Meredith have two daughters and a Labrador Retriever, Lula. He enjoys Moutain biking and spending time with his family. Bart is a member of Foundation Financial Planning, a partner of Merit Wealth Management.
