Our Team

At Meyers Financial Wealth Management, we bring a rare combination of experience in investment management and wealth planning, along with expertise in tax minimization strategies.

 

Lillian M. Meyers

(707) 935-1124

lillian@meyersfinancial.com

Lillian Meyers is both the founder and president of Meyers Financial. She holds a Bachelor's Degree in Finance and has a keen focus in matters of taxation, business taxation, and divorce. Ms. Meyers is a graduate of the College for...

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Stefanie Shackelford

Client Services Associate

(707) 935-1124

stefanie@meyersfinancial.com

Prior to joining, Stefanie owned a successful travel company for 30 years. She provided quality group travel both locally and internationally. She has also held executive positions on numerous non-profit boards ranging from business...
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