Merit Wealth Management

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Merit Wealth Management A private wealth advisory practice of Ameriprise Financial Services, LLC

The Merit Wealth Management Team:
Sandeep Madhavan, Private Wealth Advisor
Johny Makhijani, Financial Advisor
Byron Gega, Financial Advisor
Johny Wende, Financial Advisor
Madison Kautzman, Financial Advisor
Christine Shepherd, Financial Advisor
Doug Peterson, Financial Advisor
John Watson, Client Service Specialist
C. Renee Soria, Client Service Specialist
Lacey Rivello, Client Service Coordinator
Samantha Briers, Client Relationship Manager
Kennedi Evenson, Marketing Manager

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

A fun weekend cheering on the Chargers. 🏈 Christine, Maddie, and Samantha enjoyed a day at the game and some time togeth...
10/14/2026

A fun weekend cheering on the Chargers. 🏈 Christine, Maddie, and Samantha enjoyed a day at the game and some time together outside the office!

Congratulations to Sofia, our September employee of the month!As our marketing manager, Sofia is the face behind all thi...
10/07/2026

Congratulations to Sofia, our September employee of the month!

As our marketing manager, Sofia is the face behind all things marketing for our team!

Happy work anniversary, Lacey! We're so grateful for the joy and positivity you bring to our team!
10/05/2026

Happy work anniversary, Lacey! We're so grateful for the joy and positivity you bring to our team!

Q3 was filled with meaningful milestones!From home purchases and weddings to retirement planning, college funding, and c...
09/30/2026

Q3 was filled with meaningful milestones!

From home purchases and weddings to retirement planning, college funding, and charitable giving, we're grateful to help clients turn goals into reality.

Ready to start working toward your next goal? Visit the link to connect with our team.

https://bit.ly/4y57R2w

09/23/2026

Financial confidence starts with a plan.

We work closely with clients to build strategies that reflect their goals, adapt to life's changes and help them move forward with greater confidence.

Comment below if you're ready to get started.

Sandeep is celebrating 24 incredible years at Ameriprise! Your dedication, hard work, and positive impact have helped sh...
09/17/2026

Sandeep is celebrating 24 incredible years at Ameriprise! Your dedication, hard work, and positive impact have helped shape our team in countless ways. Thank you for everything you do. Congratulations on this amazing milestone!

09/16/2026

An afternoon away from the office cheering on the Angels and enjoying time together as a team. ⚾☀️

Today marks the 25th anniversary of September 11. We pause to remember the lives lost, honor the heroes who responded, a...
09/11/2026

Today marks the 25th anniversary of September 11. We pause to remember the lives lost, honor the heroes who responded, and reflect on the strength that carried our nation forward.

Never forgotten.

A big congratulations to our August Employee of the Month, Kennedi!Your dedication, willingness to help others, and cons...
09/09/2026

A big congratulations to our August Employee of the Month, Kennedi!

Your dedication, willingness to help others, and consistent effort make a difference every day. Thank you for everything you do behind the scenes and beyond. We're proud to celebrate you this month and grateful to have you on our team.

Please join us in congratulating Christine on earning a CFP®️ certification!This milestone is a testament to her dedicat...
09/02/2026

Please join us in congratulating Christine on earning a CFP®️ certification!

This milestone is a testament to her dedication to continuous learning and helping clients navigate their financial lives with confidence. We’re lucky to have her on our team and can’t wait to see what she accomplishes next.

Address

Tustin, CA

Opening Hours

Monday 8:30am - 6pm
Tuesday 8:30am - 6pm
Wednesday 8:30am - 6pm
Thursday 8:30am - 6pm
Friday 8:30am - 5pm

Telephone

+19492587368

Website

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