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.
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.
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.
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
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.