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

Andrea Klipfel, AAMS®

President & Wealth Manager

805-226-4062

Andrea.Klipfel@meritageamg.com

Learn More

Kevin Klipfel

Kevin Klipfel, AAMS®

Branch Manager

805-226-4062

kevin.klipfel@meritageamg.com

Learn More

Mariana Sanders

Mariana Sanders

Administrative Associate

805-226-4062

mariana.sanders@meritageamg.com

Learn More