Management Team

JP Williams has a passion for helping people create a plan or vision for their unique financial goals and life they imagine, and then working alongside them to see that plan become a reality. An important part of this process is assisting people in reaching their own definition of fulfillment—and that’s what drew JP to independent private wealth management.

With over 20 years of experience, JP specializes in comprehensive financial planning, emphasizes on wealth management and estate planning. To help clients focus on the most joyful and important aspects of their lives, his approach towards achieving financial wellness integrates values-first approach, life cycle and solution-based planning models. Building relationships throughout this journey—and having honest conversations beyond financials—is the most rewarding part of his job.

JP received a Bachelor of Science in Business from Miami University in Management Organizational Leadership and Marketing. He received his CERTIFIED FINANCIAL PLANNER® designation in 2013.

Prior to joining Meeder Wealth Management, JP spent over 20 years in the wealth management industry at Morgan Stanley, Fidelity Investments, First Financial Bank, and as well founding his own independent wealth management practice.

JP, his wife Cassie, and their three sons, and dog, Remi, reside in Lewis Center, Ohio. In his free time, JP enjoys sports, traveling, reading, music, and the arts. The Williams family enjoys getting outdoors throughout every season. With three active boys, Cassie and JP spend countless enjoyable hours attending their boys’ sporting activities.

Sara joined Meeder Wealth Management in 2023, bringing a young and energetic perspective to the team. She works closely with the advisors and helps manage their clients’ accounts, playing a key role in handling paperwork, overseeing client profile information, assisting in account maintenance, and all things operational.

A graduate of The Ohio State University with a B.S. in Communications, Sara is always looking for ways to grow and improve. When not at work, she can be found traveling, camping, visiting coffee shops, or watching sports.

Sara resides in Columbus, OH with her Labradoodle, Mac.

Tricia is the Senior Wealth Coordinator for Meeder Wealth Management. Tricia joined Meeder in 2019 with over 2 decades of experience in customer service, over 7 years of which was in the financial industry. Tricia prides herself on her strong listening and problem-solving capabilities, which she applies daily to ensure her clients receive exceptional personal service.

A graduate of Western Michigan University with a Bachelor of Science and Columbus State Community College with a Certificate of Accounting, Tricia enjoys reading and watching her son play college lacrosse.

Tricia currently resides in Powell, Ohio with her husband, two college-aged sons and a rambunctious pair of Golden Doodles, Chewie and Obi (yes, after Star Wars).

Ryan is a Senior Wealth Advisor with Meeder Wealth Management, joining the firm in 2019. He brings over 20 years of experience in the financial services industry, specializing in asset and risk management planning for his clients. His primary focus is working alongside families and small businesses to gain clarity around their most important goals, developing a written plan, then implementing efficient strategies to turn those goals into a reality.

Ryan is a graduate of The Ohio State University and continues to be very active in the Greater Columbus community. Outside of work, you’ll find him volunteering with his family, cheering poolside or coaching on the sideline. Ryan resides in Powell, OH with his wife and two children.

Mike joined Meeder Wealth in 2019 and has more than 15 years of experience in the financial services industry. He works with individuals and small business owners to help them to identify and achieve their most important financial objectives by analyzing their unique current situation, developing goals, and implementing strategies to achieve them.

Mike is a 1995 graduate of The Ohio State University and currently resides in Powell, Ohio with his wife Amy and adorable dog Petie. When not in the office, Mike can often be found playing pickleball, tailgating for Ohio State football games or traveling to St. Pete Beach, Florida.

Mike joined the Meeder Wealth Management in 2018 and brings more than 20 years of investment management experience to the team, having served as Vice President of Foresters Financial. He oversees the strategic direction of Meeder’s financial advisors as they work to create comprehensive plans that address our clients’ most important financial goals.

A graduate of The Ohio State University with a B.S. in Economics, Mike is a die hard Ohio State and Cleveland Browns football fan. When not cheering on his teams, Mike loves to golf, exercise and watching his daughter Gia play volleyball and softball.

Mike resides in Powell, Ohio with wife Shelley, daughter Gia and dog Harley.