Merit Wealth, LLC

Our Team

Jeff@MeritWealth.com
(888) 516-3748

PRINCIPAL & 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. Previous to 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 stock broker (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's 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 if 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 a member of the board of directors and treasurer for Seven Peaks School in Bend.

For over ten 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 kids, traveling, a good book and all of the outdoor activities Bend Oregon have to offer.

WEALTH ADVISOR & DIRECTOR OF OPERATIONS

GRANT MOSHER, CFP®

Grant supports the Merit team in the development and delivery of our clients' financial plans, as well as overseeing the back-office operations of the firm. Prior to joining Merit Wealth Management in 2018, Grant spent time as a support advisor for two fee-only firms in his home state of Ohio.

He graduated Magna Cum Laude from The Ohio State University's Fisher College of Business , where he earned their Pace Setter award for the top 1% of student leaders. He then went on to earn his CERTIFIED FINANCIAL PLANNER™ designation.

Outside of the office, Grant enjoys being active (and preferably outdoors) with his dog, friends, and family.

Client Service Associate

Rachel Roher

Rachel supports the Merit team and our clients throughout their wealth management experience. She assists with the onboarding process and account maintenance for individual clients. She helps facilitate the conversion and onboarding process of 401(k) retirement plans into Merit’s Pooled Employer Plan - The Doctor’s Retirement Plan. Prior to her work at Merit, Rachel served retirement plan participants and Plan Sponsors at Nationwide Financial, as well as a fee-only firm in Columbus, Ohio.

Rachel graduated from The Ohio State University with a degree in Financial Services. She has obtained her FINRA SIE, Series 6 and Series 65 licenses. She has successfully completed the coursework necessary for the Certified Financial Planner® Exam.

Outside of her work at Merit Wealth, Rachel enjoys traveling to visit her family and friends. She is currently building a personal collection of her favorite books and is learning to crochet.

OPERATIONS SUPPORT
To ensure that our clients receive timely and efficient service, we work closely with Symmetry Partners. Founded in 1994, Symmetry provides operational services and support to independent financial advisors and their clients across the United States. The Symmetry Partners team members below are an extension of our firm.
sabrina-noriega
Sabrina Noriega
Manager, Account Services
Oversees our account management and maintenance
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Lissette Lowjewski
Symmetry Partners Operations
Helps manage day-to-day servicing, such as trading and rebalancing
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Stephanie Tremko
Symmetry Partners Operations
Responsible for our client statements, reporting, and billing

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