Jeffrey Mermilliod
Jeffrey Mermilliod, MBA - Financial Advisor and Founder
I got my MBA during the Great Recession and saw first-hand how people were affected by the financial fallout. I felt a calling to work in finance, to help my clients prepare for both the rainy days, and the financial future they hope for.
I have a national practice, helping clients to manage all aspects of their financial lives, including financial planning, budgeting, life/disability insurance, and investment management. My clients and I work together to create a plan that focuses on their financial needs today, and their financial goals for the future.
Prior to getting my MBA, I worked in the Healthcare field for over two decades. Although my healthcare career is in the past, I still speak the language and understand the career paths and intricacies of the profession. I have built on my experience in the field to focus on working with Doctors, Dentists, and other healthcare professionals. One of my focuses is helping Healthcare professionals to get high-quality, specialty-specific Disability Insurance. For help in that area, please schedule a Call Here.
I began my Healthcare career as an active-duty Hospital Corpsman in the Navy, and I finished my military career as a Medical Service Corps Officer with the Air Force Reserve retiring in 2023. I’m proud to be a Veteran, and as a finance professional who understands military benefits and culture, I am always ready to help a fellow Vet.
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