Paul Winkler

Although our firm's formal founding was in August 2022, our legacy has been built by our founder, Meredith Flautt, and over 40 years of his experience. Our team is the means by which we will continue the work Meredith began and grow it into the future. Jonathan Farrell joined Meredith in his pursuit of growth for his clients and serves as a key leadership figure, along with his title as Director of Retirement Plan Services. Our team is guided by the principles of teamwork and collaboration to ensure that our clients' needs are met. This is embodied by our team’s makeup, where different members of our team have areas of expertise that complement each other.

The average person has 13 different financial service providers and 31 different accounts, policies, and documents to track. Imagine the freedom and peace of mind of knowing everything is perfectly orchestrated? Here's how we pull all the pieces together for you. Our mission is to help our Ideal Clients get their entire financial house in order and keep it that wayforever. Are you 100% confident that your financial house is in order? No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security. Registered Representatives of LPL Financial whose identities and associations with Collier Wealth Management, Inc disclosed on this site may only discuss securities or transact business with persons who are residents of the following states: AK, AL, CA, FL, GA, IL, IN, KY, NC, OH, PA, SC, TN, TX, UT, VA Securities and insurance products offered through LPL Financial and its affiliates, Member FINRA/SIPC

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.