Meet Our Team

Led by experienced professionals who care about your financial well-being, our team is dedicated to providing the highest level of service and expertise. Whether you need help with taxes, investments, or planning for the future, we’ll work together to create a strategy that fits your goals.
 
Andrea Klipfel, AAMS®
President & Wealth Manager
805-226-4062
Andrea.Klipfel@meritageamg.com
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Kevin Klipfel, AAMS®
Branch Manager
805-226-4062

kevin.klipfel@meritageamg.com
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Mariana Sanders
Administrative Associate
805-226-4062
mariana.sanders@meritageamg.com
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