Meridian Financial GroupLPL Financial has served as the broker dealer for Meridian Financial Group since 1999, providing research, technology, compliance and back office support. LPL is completely independent and unbiased. They do not underwrite securities or create proprietary products. With 2007 revenues of $3 billion, $230 billion in assets, and more than 11,100 financial advisors, LPL Financial is one of the largest independent broker dealers in the United States. LPL Financial maintains headquarters in San Diego, Charlotte, and Boston. Scott D. Carson
Founding Partner & President |  |
| | Education | Eastern Illinois University – 1984 – B.S. – Finance | Professional Licenses & Designations
| As a registered representative of LPL Financial, Scott maintains various securities licenses including the Series 7, 24, 63, and 65. He also has extensive experience in the area of estate planning and is certified as a Graduate Estate Planning Consultant. Scott maintains an independent insurance license where he specializes in life, disability, and long-term care insurance. | | Experience | Began his career in the commercial banking industry with MidAmerica Banks and also spent time working for Citigroup before becoming a financial advisor in 1989. Scott began his financial planning career with American Express (IDS) and became an independent advisor in 1994 as a partner with the Pines Financial Group in St. Louis. He founded Meridian Financial Group in 1999. | | Family | Scott and his wife Kendra have two children, Bryce and Alison, and reside in Edwardsville, Illinois. Kendra is a tax preparer for her father's firm, Klein Bookkeeping, which has been in business since 1950. Bryce is currently attending SIU-E while Alison attends Edwardsville High School. | | Hobbies & Interests | An avid golfer, Scott has been a member of Sunset Hills Country Club since 1990. Scott and his son, Bryce, are two-time champions of the St. Louis District Golf Association Father & Son golf tournament (2004 and 2006). He also enjoys deer, duck and turkey hunting on his Southern Illinois farm. Scott and his family are members of Eden Church in Edwardsville. | | Fun Fact | Played shortstop on the 1980 Illinois state championship baseball team at Collinsville High School and attended college on a baseball scholarship. |
Bradley A. Keene, CFP
Partner and Vice President |  |
| | Education | Eastern Illinois University – 1992 – B.S. – Finance
Saint Louis University - 1999 - MBA | | Professional Licenses & Designations | Brad is a CERTIFIED FINANCIAL PLANNERTM and, as a registered representative of LPL Financial, maintains various securities licenses including the Series 7, 63, and 65. Brad also holds an independent insurance license. | | Experience | Prior to joining Meridian Financial Group in 2002, Brad was Vice President and portfolio manager at Zemenick & Walker in Clayton, Missouri from 1996-2002. Zemenick & Walker manages more than $1 billion in client assets and caters to high net worth individuals and pension plans with a minimun client investment of $4 million. Brad also spent time in the area of trust tax planning at Boatmen's Trust Company in St. Louis. | | Family | Brad and his wife, Jennifer, reside in Collinsville with their three children, Olivia, Tyson and Macey. Jennifer is a Reading Specialist at Maryville Elementary School. | | Hobbies & Interests | In his spare time Brad enjoys golf, fishing, sports, and working out. He is a member of Newsong Fellowship church in Edwardsville. |
Christopher C. Natsch, CFP
Assistant Vice President |  |
| | Education | Murray State University – 2004 – B.S. Finance | | Professional Licenses & Designations | Chris is a CERTIFIED FINANCIAL PLANNERTM and, as a registered representative of LPL Financial, maintains various securities licenses including the Series 7 and 66. Chris also holds an independent insurance license. | | Experience | Chris began his career with AXA Advisors and prior to joining Meridian Financial Group, spent three years as a financial advisor with MSMandF in Kirkwood, Missouri. MSMandF is an independent wealth management firm that provides financial planning services for individual clients and small businesses. Chris specializes in retirement planning, investment management, risk management, and education planning. | | Family | Chris and his wife Jaclyn reside in St. Louis, Missouri. Jaclyn is a third grade teacher at Hancock Place Elementary School. | | Hobbies & Interests | Chris enjoys spending time outdoors, hunting, fishing, and playing golf. He alsoenjoys working out and running. Chris is a black belt in Tae Kwon Do and would like to expand his knowledge of martial arts into Jiu-Jitsu and Judo. |
Kelly Yovandich
Office Manager |  |
| | Experience | Kelly has extensive knowledge in the financial services industry after spending twenty one years at Stifel Nicolaus in St. Louis, most recently serving as Assistant Vice President. She joined Meridian Financial Group in 2001. Kelly maintains NASD Series 7 and 63 licenses. | | Family | Kelly and her husband, Gary, reside in Collinsville with their children Nick and Samantha. Nick currently attends SIU-E in pursuit of an engineering degree. Samantha is attending Southern Illinois University-Carbondale and is on the dance team. | | Hobbies & Interests | Kelly enjoys exercising and walking. She and her family are members of SS Peter & Paul Catholic Church in Collinsville. | | Fun Facts | Kelly and Scott sat next to each other in 7th grade math class at North Jr. High in Collinsville! |
Vicky Dietsch
Sales Assistant |  |
| | Experience | Vicky joined Meridian Financial in 2007 after a successful career in the banking and financial services industry which began in 1995. She has extensive knowledge of lending guidelines, bank products, and alternative financing. | | Family | Vicky and her husband, Chris, have two children, Shelby and Whitney, and reside in Collinsville. Shelby recently graduated with an accounting degree from the University of Illinois. Whitney is currently attending Illinois State University. | | Hobbies & Interests | Spending time with her family and friends, watching movies and fine dining. |
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