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 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.
Amy has been with Meridian Financial Advisors since 2013 and serves as a client services specialist. 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 her kids 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.