Management Team

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.

Jason serves as President of Meeder Wealth Management having joined the firm in 2009. With over 25 years of experience in the financial services industry, Jason prides himself on getting to know his clients deeply to craft a holistic plan that they can be confident will enable them to achieve their unique financial goals and lifestyle aspirations.

Jason oversees the strategic direction and management of the business and also serves as a member of the Meeder Investment Management executive team, working to define growth and innovation strategies for the overall firm.

Jason is a Summa Cum Laude graduate of The Ohio State University, Fisher College of Business with dual majors in Finance and Insurance/Risk Management.

Jason resides in Powell, Ohio with his wife, Kim, and their two sons. A huge sports fan, when not cheering on the Ohio State Buckeyes, Jason can be found attending kids’ sporting events, playing golf, and traveling with family.