Your Wealth Management Team

Meet the team dedicated to helping you reach your financial goals.

Georgia Bruggeman, CFP®, founded Meridian Financial Advisors, LLC in 1993 to provide truly fee-only advice and guidance. We receive no commissions or compensation from any product or professional referral we provide to our clients.

In addition to holding the CFP® designation, Georgia is a registered investment advisor, earned her MBA in Finance from Babson College and has passed Levels I and II of the CFA program. Georgia is a member of the Financial Planning Association, CFA Institute, and the National Association of Personal Financial Advisors (NAPFA).

Georgia is passionate about helping clients reduce anxiety and stress related to managing their financial life.
When not working Georgia loves reading, yoga, watching movies & documentaries, cooking, playing piano, and hiking in the woods with their West Highland Terrier Louie.

Rana joined Meridian Financial Advisors in 2021 after spending time in various financial settings, helping individuals and organizations in investment management and comprehensive financial planning. She completed her Graduate education in Personal Financial Planning and is a CERTIFIED FINANCIAL PLANNER™ Professional and a Chartered Retirement Plans Specialist®.

Rana is passionate about educating and empowering individuals with the tools they need to gain their financial independence and to obtain confidence about their future. She believes that every individual has a unique situation and therefore, Rana customizes solutions and advice based on each different circumstance.

When not working, Rana enjoys reading, cooking, hiking, running, and spending time with her family.

Amy is a Financial Paraplanner Qualified Professional™ and has been with Meridian Financial Advisors since 2013. She helps construct and review client financial plans and also serves as our client services specialist, ensuring we are always accessible and responsive when you need help.

She graduated from the University of Notre Dame with a BS in Pre-Professional Studies.

Amy lives in Hopkinton with her 4 children. She spends her free time coaching girls soccer and lacrosse and serves on the Hopkinton High School Athletics Booster Board.

Richard is the firm’s chief financial officer. He is responsible for all business financial management and reporting. Richard graduated with a B.A. in Political Science from Union College. Rich enjoys Wellfleet in the summer, trying different red wines, reading, skiing, and hiking with Louie.

Andrew joined Meridian Financial in 2025 as a Client Service Associate after earning his bachelor’s degree in finance from Bryant University. In his role, he supports both advisors and clients, helping to ensure a smooth and thoughtful client experience throughout the financial planning process. He is currently a candidate for CFP® certification, actively working to deepen his expertise in the field.

Andrew is passionate about client service and is committed to making sure every client feels supported, informed, and confident as they pursue their financial goals. He values clear communication, organization, and a personalized approach to each client relationship.

Outside of work, Andrew enjoys spending time with his family and is an avid golfer.