Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Jeff Ackler, CFP®

Wealth Management Advisor

(407) 797-3100

(407) 794-0252

jeff.ackler@meritwa.com

Jeff Ackler is a CERTIFIED FINANCIAL PLANNER™ professional, who began his career in the Financial Services Industry in 1992. Jeff began his career at Dreyfus Corporation in Uniondale, NY, working with clients and prospects and...

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Isabel Cardenas

Client Relationship Manager

(352) 406-8501

(407) 794-0252

Isabel.cardenas@meritwa.com

Isabel began her career in the financial services industry shortly after graduating from The University of Central Florida in 2020. She gained industry experience by interning at a small financial planning firm before starting with...

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Nicole S. Foreman, CFP®

Director of Operations

(407) 661-1225 x208

(407) 794-0252

nicole.foreman@meritwa.com

PROFESSIONAL PROFILE Nicole started her career in the financial services industry in 2007 soon after graduating from Florida State University. She is involved in every step of the client experience and is the liaison between the client...

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Claire Sehnert

Client Relations & Marketing

(407) 661-1225 Ex217

(407) 794-0252

claire.sehnert@meritwa.com

PROFESSIONAL PROFILE Claire joined Merit Financial Advisors in 2017 and has over 10 years of experience in the financial services industry. She began her career working in credit card services and through the years has migrated to the...

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Martina L. Depue

Office Manager

(407) 661-1225 Ex213

(407) 794-0252

martina.depue@meritwa.com

PROFESSIONAL PROFILE Martina began her financial services career in 2002. She earned a Bachelor of Science degree in Financial Management with an emphasis on Communication from Bob Jones University. Martina's passion is getting it done...

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Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.