Broker Check

Team

 
Gregory Merlino, MSFS, CFP®, RICP® specializes in consulting clients on investments, retirement income planning, and income/estate tax strategies. In addition to his responsibilities at Vallum, Greg is President of his...

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Throughout his career, Ryan has sought to provide the highest quality of advice, founded in professional experience. A graduate of The College of William and Mary in Williamsburg, Virginia, he earned his BA in Economics. Joining what...

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Michelle brings 17+ years of operational experience to our firm. Her professionalism, strong work ethic, and expertise supporting our team are a great asset. She prides herself on customer service, problem-solving and her desire to...

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Karen joined Flynn Wealth Management as Operations Manager in 2014 and brings with her a wealth of extensive customer service and management experience. Karen is frequently the first voice you hear when you call Flynn Wealth Management...

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Diana F. Riedel

Administrative Assistant

(856) 782-1600

(856) 782-7080

Diana F. Riedel is our “Director of First Impressions.” Her front office and customer service skills always create a pleasant experience for those contacting our office. Diana’s responsibilities include managing...

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