Take a fresh look at your lifestyle.

HeimLantz Announces New Equity Owner

0

[ad_1]

The local public accounting, business advisory, and wealth management firm of HeimLantz is pleased to announce that, effective May 1, 2022, Sheri Mergenthaler, CFP®, CPWA®, CDFA® has been admitted to equity ownership of the firm.

Mergenthaler has devoted the entirety of her professional wealth management career to HeimLantz. She joined the firm in 2006, first as an intern and then as a Wealth Management Assistant. She subsequently served as a Client Relationship Manager and then a Wealth Management Advisor. In 2021, Mergenthaler was promoted to Director of Wealth Management. In this capacity, she leads the HeimLantz Wealth Management division and specializes in comprehensive financial planning for individuals and business owners.

“I am thrilled to welcome Sheri into our ownership team,” said Tommy Lantz, CEO of HeimLantz. “Sheri’s dedication to the firm and our clients has been clear since her first day with us. We are a stronger team with her as a part of it.”

A 2011 graduate of the University of Maryland’s Robert H. Smith School of Business, Mergenthaler holds a Bachelor of Science in Finance. She passed the Series 66 and Series 7 exams in 2012 and earned the Certified Financial Planner designation in 2014. Mergenthaler is currently affiliated with the Maryland Association of Certified Public Accountants (MACPA); she sits on the organization’s Investment Committee. Raised in Bowie, Maryland, Mergenthaler currently lives in West River with her husband and their two daughters.

Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment Advisory Services offered through Avantax Advisory ServicesSM.

[ad_2]

Source link

Leave A Reply

Your email address will not be published.