Meet the Team
Wade founded Ridgeline Financial Strategies with over 20 years of experience in financial services. As your financial guide, he assembles the resources to ensure success in retirement. He walks clients through the steps to create a personal Retirement Guidepath, allowing him and his team to care for them through every step of their retirement journey.
With over 20 years of experience with tax, insurance and financial planning, Greg developed the innovative Retirement Positioning System (RPS) software that Ridgeline Financial Strategies uses to integrate tax optimization, investment, and risk management strategies into clients’ overall financial plans.
Timothy R. Merrill, Jr.
Tim is a Rochester native and graduate of the University of Wisconsin, La Crosse. His passion for investing in commodities, currencies and futures markets took him to Chicago where he spent 12 years honing his market analytical skills. Transparency concerning his strategies is paramount to Tim. To establish such an environment he makes himself available to discuss the investments with an advisor’s clients upon request. Tim’s objective is to institute an open forum so that everyone’s goals are in alignment before any investment is deployed.