Meet Our Team

Clayton has over 36 years of experience in working directly with clients to help them accomplish their financial goals. Clayton began his career in financial services in 1989 as a Corporate Banker, gaining a deep and broad knowledge of both the asset and liability sides of a balance sheet. Clayton transitioned to wealth management when he joined Merrill Lynch in 2005. Due to his extensive experience in both banking and investing, Clayton specializes in working with business owners and entrepreneurs on complex financial matters. Clayton lives in Tipp City, Ohio with his wife Marie, and they enjoy travelling as much as they can squeeze in.

Geoffrey Merl has over 20 years of experience as a financial advisor. He began his career at UBS and spent over fifteen years there before joining Wells Fargo Advisors in 2019. In addition to working directly with clients, Geoff manages the Columbus Complex and oversees nearly 45 Financial Advisors and staff members. In 2006 Geoff obtained the Certified Financial Planner designation, and leads with investment planning when working with clients. Geoff works with individuals, businesses, and public entities to help meet their financial goals. Geoff and his wife, Amber, live in Upper Arlington with their three daughters. In his free time, he enjoys cooking, skiing, fly fishing, and reading.