Broker Check



Anna Richards

Administrative Assistant



Anna brings a wealth of experience in customer service and administration to the position of Administrative Assistant here at Vallum Wealth. Anna holds a BS in Management and Organizational Skills from Rider University. She prides...

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Bobby Koch

CFO Consultant

Bobby supports the team by providing actionable financial insights and analysis to drive more efficiency for the practice and higher quality outcomes for clients.

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Gregory Merlino, MSFS, CFP®, RICP® specializes in consulting clients on investments, retirement income planning, and income/estate tax strategies. Greg graduated from Rider University in 1980 with a Bachelor....

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Karen joined the firm as Operations Manager in 2014 and brings with her a wealth of extensive customer service and management experience. Karen has always appreciated the value of working for an honest and ethical company and is...

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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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Throughout his career, Ryan has sought to provide the highest quality of advice, founded in professional experience. Joining what is now Ameriprise Financial in 2003, Ryan honed and developed his...

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