Your Wealth Management Team
Meet the team dedicated to helping you reach your financial goals.
Georgia Bruggeman, CFP®
Georgia Bruggeman, CFP®, founded Meridian Financial Advisors, LLC in 1993 to provide truly fee-only advice and guidance without any conflicts of interest that accompany commission sales.
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 Choubah, CFP®, MS, CRPS®
SENIOR FINANCIAL PLANNER
Rana joined Meridian Financial 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 Mick, FPQP™
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 with her husband, Troy, and their 4 children in Hopkinton. She spends her free time coaching girls soccer and lacrosse and serves on the Boards of Hopkinton Youth Soccer and Hopkinton High School Boosters.
Chief Financial Officer
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.