J.B. (Burke) Howard

RFC©, CSA, CLU©, Wealth Strategist

J.B. began in the financial services business in 2002 during the height of the economic recession.  He joined a small, independent, family office run by his father-in-law - with 40+ years of experience - who mentored J.B. for over a decade. 

 

He was drawn to the financial services industry as a result of a family loss and the scarcity of economic strength that was directly related to the lack of proper financial planning.

 

Due to the initial experience with market volatility - adopted a "safe money" retirement planning perspective that allows clients to participate in market appreciation while protecting wealth from intermittent economic downturns and volatility.  Just as important as protecting against market downturns is avoiding increased taxation. 

 

As a result, the vast majority of strategies that are implemented by J.B. with clients are protected from traditional market downturns and are tax-free in nature.

J.B. is the proud husband of Krista and the father of two young children. They live on a small farm in Gambier, Ohio, and care for a multitude of animals; including alpacas, sheep, chickens, and bees. He spends much of his free time enjoying adventures with his family, mountain biking , fishing, running, and attending religious activities.

Susan Yang

Client Relations Manager

Susan Yang is a valuable member of the Merit Advisors office; providing administrative assistance to the wealth strategists as well as managing office operations.  

She applies the same dedication, leadership responsibilities, and skills needed from her continued professional service to the team. She makes it her personal responsibility to ensure each one of our clients is completely satisfied with their experience. "I truly enjoy," Susan states, "being part of an advisory team that is making a difference in our clients long-term financial security and wellness."  

When she isn't in the office engaging with clients, she enjoys spending time with her family. 

Anthony Mampieri

Wealth Strategist

Anthony J. Mampieri, Wealth Strategist of Merit Advisors, is dedicated to helping individuals, families, and business owners attain the financial peace of mind and freedom when it comes to their retirement.  After years of studying the characteristics of wealth accumulation, he understands why some individuals are better positioned for financial success. He sees it as his mission to educate clients on the financial principles of how to grow, protect, and transfer wealth.

 

Anthony brings a unique background to the team as he was a landscape/design business owner for 15 years and a client himself.  He has a finance background from his college studies at Miami University in Oxford, Ohio and loved the strategies that he learned as a client so much that he sold his business back in 2014 and joined the Merit Advisors team.  He currently holds his Life and Health licenses, as well as his Series 7 and 66 licenses, so he is able to bring the best of the insurance and investment world to the table for his clients. 

 

He and his wife Leeanne have been married for 15 years and have 4 children.

Jason Parrish

CRPC®, Wealth Strategist

Growing up, Jason asked his father why he wanted to be an Eye Doctor. His response was, "because I knew that I wanted to help people and being an optometrist allowed me to help people see". This talk with his father has been a foundation for Jason and encouraged him, in whatever career path he pursued, to always strive to help people.

 

Over the course of his career, Jason has provided enrollment and education services to hundreds of participants at companies around the U.S. that offer retirement plans, such as 401(k)’s. He has helped many individuals see the benefits of financial planning and how it can have a significantly impact on their life and their family’s lives.

 

As a Wealth Strategist, Jason has a clear mission to help people find solutions to their retirement and financial planning needs. With 15 years of retirement planning experience, Jason helps clients develop a comprehensive strategy designed to lower their tax burden, preserve savings, and realize income for life.

 

Jason is happily married with 3 children and 1 dog. He enjoys spending time outdoors biking, hiking and spending time with his family.

Elevate your wealth

Schedule an appointment for a review of your financial plan
Merit Advisors, LLC | Westerville, OH

Recommended

Videos

Books

Articles

Contact

Merit Advisors Info

Email Us

Request Appointment

Advisory services offered through LifePro Asset Management, LLC, a registered investment adviser. For registration information on our firm, please go to https://adviserinfo.sec.gov/ and search for LifePro Asset Management, LLC or by our CRD # 285252. Advisory services are only offered to clients or prospective clients where LifePro Asset Management, LLC and its representatives are properly licensed or exempted.

Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier. Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by carrier. Annuities are NOT FDIC insured.

Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Advisor), will be profitable or equal any historical performance level(s).

Information throughout this internet site, whether charts, articles, or any other statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Neither our information providers nor we shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. 
 

To the extent that this website concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstance.

 

This website is provided for general information and educational purposes based upon publicly available information from sources believed to be reliable. The information presented may change at any time and without notice.

 

The information and comparisons that may be presented on this site and any printable forms are not securities-related and the topics presented do not participate in the stock market nor are they stock market investments. Any guarantees are backed by the claims-paying ability of the insurance company and are subject to change. The real life cases presented are for informational purposes and illustrative purposes only. They should not be deemed a representation of past or guarantee future results. The cases do not represent any specific product, nor do they reflect sales charges or other expenses that may be required for some policies. No representation is made as to the accuracy of the analysis. All investments involve varying levels and types of risks. These risks can be associated with the specific investment, or with the marketplace as a whole. Please speak with a qualified advisor about the risks and your personal situation.

Copyright © Merit Advisors, LLC. All rights reserved.               Privacy Policy     |     Terms and Conditions     |     Contact Us