Meet Our Team

Anthony Meyer is a Private Wealth Financial Advisor with over 23 years of experience in the financial services industry, including the past decade with Wells Fargo Advisors.

He views his role as the quarterback of his clients’ financial households—someone they trust to guide them through both everyday decisions and major life transitions. For Anthony, the greatest reward comes from helping clients take meaningful steps toward their financial goals, whether large or small, and seeing the impact of those efforts over time.

What sets Anthony apart is his ability to deeply understand the behavioral side of wealth management. Clients often remark on the efficiency of his planning process and investment strategies, but it’s his adaptability and genuine connection with people that build lasting trust. As a Senior Fundamental Choice Portfolio Manager^® and holder of the CDFA^®, CRPC™, and CRPS™ designations, Anthony brings both technical expertise and emotional intelligence to every relationship. He was also honored as a 2025 Wells Fargo Advisors Platinum Council member, a distinction awarded to a select group of top-performing advisors.

Anthony’s ideal clients aren’t defined by net worth—they’re defined by the strength of the relationship. Many come through personal referrals and stay because they feel at home with our team. Outside the office, Tony is a passionate fan of the Minnesota Vikings and Iowa State Cyclones. He balances market analysis with treadmill workouts and makes monthly trips to Iowa to visit his mother, often catching up with clients along the way.

CA Insurance License Number: # L0E33314. Resident State Indiana.

Todd Bertrand is a Financial Consultant with our team, bringing nearly three decades of experience in the financial services industry.

He began his career in 1995 and joined the firm in 2000, motivated by a genuine passion for helping others make informed financial decisions. With a thoughtful, client-first approach, Todd partners with individuals and families to design personalized strategies for investing, retirement planning, and wealth management.

Todd holds a Bachelor of Business Administration from Western Michigan University and an MBA from Indiana University. He also holds the Chartered Retirement Planning Counselor™ (CRPC^®) designation, enabling him to guide both clients and team members with a focus on communication, leadership, and personal development. Todd is known for his steady guidance, commitment to client relationships, and ability to simplify complex financial matters with clarity and care.

Outside of work, Todd enjoys spending time with his wife Catherine and their two sons, Alexander and Nathaniel. He enjoys being an involved and growing presence in his expanding family. A lover of travel, Todd has a goal of exploring the world during retirement—especially destinations known for their Asian cuisine. He also enjoys watching sports, playing strategy games, and has proudly volunteered for organizations including Habitat for Humanity, United Way Day of Caring, and Big Brothers Big Sisters.

CA Insurance License Number: #4111595. Resident State Indiana.