Merillat Financial Group

Hello and welcome to my site. I believe you'll find it to be a valuable, educational resource.  Due to my integrity and involvement in the community,  I was asked in late 2007 by both the Chelsea Area Chamber of Commerce as well as the Chelsea Senior Center to consider a position on their respective Boards of Directors.  I was honored to accept both positions and am excited about bringing my services to such worthy organizations.  I am also a member of the Knights of Columbus council #6223, as well as a member of NAIFA, the National Association for Insurance and Financial Advisors.

I have received a number of awards for achieving various production levels. This recognition is a direct result of my passion for building lasting relationships with my clients and helping them to accumulate, manage, protect and efficiently transfer their assets in accordance with their goals. My primary objective is to put my clients in a position where they have control and options for their financial future.  I often say that I have the best career in the world -- Where else can you spend a couple of hours with an individual/family once or twice a year and make as big an impact on their future and their families' future?

I received my undergraduate B.B.A. in Management from Adrian College in 1989, and during my senior year helped lead the Bulldogs to an MIAA Championship and NCAA playoff berth in football.  I began my financial services career with AXA Advisors, LLC in 1999 after 10 years in management positions.  In 2001, I completed my M.B.A. from Eastern Michigan University.  To bring an additional level of technical competence to my practice, I recently completed a comprehensive curriculum through The American College for my Chartered Financial Consultant, (ChFC), designation.  My wife Cheryl and I live in the Irish Hills and have three children.  Ryan graduated from MSU and is working at Boston University in a research lab; Rachel is a junior at Central Michigan University; and Julie is our sweet little 4 year old.  We attend St. Joseph Shrine in the Irish Hills.