Lewis is responsible for both equity and fixed income portfolios, as well as compliance and administration. Lewis is a Chartered Financial Analyst and also a Chartered Investment Counselor. He received his bachelor's degree in business from the University of Arkansas. Before joining Meridian, Lewis was the trust investment manager at National Bank of Commerce in Pine Bluff and a senior vice president and trust investment manager for accounts totaling over $1.5 billion at First Commercial Trust Company in Little Rock. He is a member of the Arkansas CFA Society, where he served as past president. Lewis is a partner and has been with Meridian since 1989.
We take exceptional pride in the talents, creativity and breadth of experience of our portfolio managers and staff. Our business structure and corporate culture have created a unique environment that allows our investment professionals to focus on making the best investment decisions for our clients.
Lewis W. Van Ness, CFA
Pat D. Moon, CFA
Pat manages equity and fixed income portfolios and is a retirement plan consultant for defined contribution plans. Previously, he was the senior institutional portfolio manager at Boatmen's Trust Company of Arkansas. Pat has also managed investment portfolios for First Commercial Trust Company and managed the investment department at Simmons First Bank and Trust in Pine Bluff. He is a Chartered Financial Analyst and a Chartered Investment Counselor. He received his bachelor's degree in Finance from the University of Central Arkansas and an MBA from Texas Christian University. He is a member of the Arkansas CFA society. Pat is a partner and has been with Meridian since 1997.
Jason Feilke, CFP ®
Director of Retirement Plan Services
Jason joined Meridian in 2012 as the Director of Retirement Plan Services in charge of retirement plan consulting to businesses. He previously worked at BKD Wealth Advisors and Merrill Lynch, where he managed retirement plans for businesses and served as wealth management advisor to families. Jason received his bachelor's degree in Financial Management and an MBA from the Walton College of Business at the University of Arkansas. He is a CERTIFIED FINANCIAL PLANNER™.
Vice President, Finance & Information Systems
Diana joined Meridian Investment Advisors in 1986. Her primary responsibility at Meridian is to support the firm’s portfolio managers as securities trader. She has over twenty years of experience in that highly specialized area. Diana also assists with client portfolio accounting and reconciliation and is responsible for maintaining the firm’s technology platforms. Diana received her bachelor’s degree in business from the University of Arkansas at Little Rock and is a Certified Public Accountant.
Rena M. Williams
Client Services Manager
Rena joined Meridian Investment Advisors in 1999. Her primary responsibility is new and existing client support, along with administrative support for all portfolio advisors, particularly client account relationship maintenance. Rena graduated from Kauai Community College in Hawaii in 1985 with an Associate in Science degree in both Accounting and Secretarial Sciences and has over 20 years experience in computer-based applications. She brings over 15 years of documentation and client support experience to Meridian and has worked in the financial services industry for more than 20 years.
Jennifer is responsible for administrative office support. In addition to reception duties, she is in charge of supplies and purchasing, oversees electronic filing, prepares client presentations, and coordinates vendor support of company equipment and services. She joined Meridian in 1999.