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Our team is committed to offering quality products and exceptional service. Any time you have questions, we’re just a phone call away. We appreciate the opportunity to earn your business and look forward to serving you.
About MUGDHA
Jess Meekma is a trusted Wealth Management Advisor with 25 years of experience in the financial services industry. He focuses on helping clients develop customized financial strategies tailored to their unique needs and goals. Jess provides guidance in key areas such as wealth management, retirement and college funding, estate planning, life insurance, and business buy/sell agreements. He also collaborates with clients’ professional advisors—including attorneys, accountants, bankers, and charitable planners—to ensure a well-rounded approach to financial success.