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, and running.
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 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.
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.