Scottsdale, Ariz., Jan. 13, 2026 — Meraki Private Equity is pleased to welcome Soard Financial Management, LLC to its growing network of partners, expanding its wholehearted commitment to this partnership aligns with…
Ben Bahe is the Chief Financial Officer at Meraki Private Equity, overseeing the firm’s accounting, financial operations, and strategic planning. With 10 years of public accounting experience across numerous industries, Ben brings deep expertise in financial management and regulatory compliance. A Certified Public Accountant, he is known for his disciplined approach and leadership. Outside of work, Ben enjoys golfing, watching sports, and spending time with his family.
Training and accountability tracking for junior advisors and office admin that provides expert coaching, a process-driven sales process, and results-focused systems and technology.
Edison Risk was built around solving problems for agents — simplifying the complex, supporting case design, and providing true back-office partnership. The goal is to help producers do more with less friction, and to back them with real expertise.
An independent marketing organization that aids licensed Medicare agents and helps financial services companies add Medicare sales to their practices.
An independent marketing organization offering life insurance, including product lines that help give your clients the opportunity to design the retirement they desire.
An independent marketing organization that aids licensed Medicare agents and helps financial services companies add Medicare sales to their practices.
An independent marketing organization offering fixed annuities, with diverse product lines that provide clients with financial protection, wealth preservation and prosperity.
An independent, privately-owned, fee-only SEC-registered investment advisor that provides professional money management services.
An independent broker-dealer and SEC-registered investment advisor that offers an innovative approach to advisory services and the sale of securities products.
An SEC-registered investment advisor that helps provide tailored investment solutions based on clients’ unique objectives.
Central hub for accessing state-of-the-art tools to accelerate your sales and overall business.
A marketing and PR firm that assists our family of companies and all our financial services professionals across the country.
Empowers your business to operate with confidence by providing reliable administrative services that keep operations organized, efficient, and on track.
Training and accountability tracking for junior advisors and office admin that provides expert coaching, a process-driven sales process, and results-focused systems and technology.
Customized, hands-on support that understands where your business is and where you want to go.
Registration support, training, and compliance services that help you operate in good standing so you can run a profitable financial practice.
Scalable technology solutions, top-tier cyber security partnerships and specialized skills to keep your business running at peak performance.
Timely and accurate support from finance specialists for all your finance and accounting needs.
Total compensation packages, sourcing and hiring services to support employee development and business growth.
Proactive, expert guidance that protects your interests and ensures you stay ahead of complex legal and compliance challenges.
Soard Financial Management, LLC has provided financial guidance to individuals and families by expertly helping them navigate retirement planning, income and legacy strategies, tax planning, and Social Security optimization.
Retirement Resource has been helping individuals and families, achieve financial clarity and confidence through comprehensive planning, personalized retirement strategies, and tailored investment and legacy solutions that go far beyond traditional asset management.
Strategic Design Insurance Services is a California–based financial services professional specializing in annuities and life insurance solutions designed to help individuals protect wealth and plan for long-term financial security. Through a client-first, risk-managed approach, they deliver tailored strategies focused on income stability, legacy planning, and capital preservation.
Vitale Wealth Management has been assisting clients since 2016 to intelligently invest their assets to help meet short and long-term needs, while looking to maintain and improve their overall financial standing.
Golden Years Financial Advisors work closely with their clients to design financial and insurance strategies to help protect their future.
Maggi Tax and Wealth Advisors offer a variety of financial services to their dedicated client base. They are an established financial services firm rooted in their community and helping clients feel confident in their financial future.
Carson is a Private Equity Analyst at Meraki Private Equity, where he builds and maintains financial models, assesses investment opportunities, supports deal execution, and works closely with senior team members on strategic projects and firm initiatives. His career has been focused on financial analysis and relationship-building. Outside of his day-to-day responsibilities, Carson enjoys golfing, snowboarding, cooking, and spending time with family and friends.
Joe Norlin is the Chief Financial Officer at Meraki Private Equity, overseeing the firm’s accounting, financial operations, and strategic planning. With over 20 years of experience, including roles at the U.S. Department of the Treasury, Joe brings deep expertise in financial management and regulatory compliance. A Certified Public Accountant, he is known for his disciplined approach and leadership. Outside of work, Joe enjoys golfing, fishing, and spending time with his family.
Mason is a Private Equity Analyst at Meraki Private Equity, where he builds and maintains financial models, assesses investment opportunities, supports deal execution, and works closely with senior team members on strategic projects and firm initiatives. His career has been focused on financial planning, case design, and building strong relationships. Outside of his day-to-day responsibilities, Mason enjoys playing golf, coaching youth baseball, spending time with friends and family, and cheering on Minnesota sports teams.
Tessa is the Director of Partnerships at Meraki Private Equity, providing technical, administrative, and human resources support to the firm’s partners while developing and maintaining key relationships. She has built her career in human resources, bringing deep experience in talent operations, employee engagement, and people-centered organizational development. Beyond Meraki, Tessa can often be found riding her horse, skiing, wake surfing, coaching youth soccer, baking, or spending time with family and friends.
Aaron is a corporate and M&A attorney with more than seven years of experience advising financial services companies on transactions and corporate governance matters. He has practiced at several national law firms and, prior to joining Meraki Private Equity, worked in-house at a major financial services company, where he advised on acquisitions, divestitures, strategic partnerships, and subsidiary governance. Aaron is also a published author on emerging regulatory issues related to firearms, controlled substances, and domestic-violence public policy. When he’s not practicing law, he enjoys spending time outdoors and hiking with his wife and young son.
Alan is the Managing Partner at Meraki Private Equity where he guides strategic investment initiatives by expanding firmwide engagement and shaping the firm’s presence in the marketplace. Backed by 30+ years of business development, he brings vast and meaningful commercial insight to the organization. Alan also has significant experience in early stage investing, private equity, and M&A. In his spare time, Alan enjoys family time, golf, and pursuing his passion for aviation.
Jack leads Meraki Private Equity as its President, backed by a robust track record in private equity, venture capital, transaction advisory, and public accounting. He has managed numerous $100MM+ investment funds, directed advanced financial modeling, and helped define firmwide investment strategy. Jack’s venture capital experience has further refined his expertise, enabling him to build strong relationships with startup founders, investment bankers, and other executives. Away from the office, Jack enjoys playing golf and spending time with his wife, Paige and dog, Enzo.
Inslyft and Wells Advantage Group are an innovative financial distribution holding company and a resource for insurance professionals who need assistance with a variety of cases.
LaTour Asset Management focuses on their clients lifelong accomplishments and help them work toward their financial goals with confidence and experience.
Safe Harbor Wealth Advisors is an independent Registered Investment Advisor firm dedicated to helping clients plan and protect their financial futures
Altitude Planning Group is a leading financial services firm known for innovative financial strategies, solutions, and planning for retirees and pre-retirees.
Legacy Financial & Insurance Services is an industry leading firm focusing on asset allocation, social security, income planning, tax strategies, and legacy planning.
Lonestar Wealth Management is a client-centered wealth management firm. They strive to help and educate clients on how to plan and execute their best financial decisions.
Cooper Financial Group is a premier wealth management firm renowned for its comprehensive retirement, tax, and legacy planning services.
Our full-service team delivers scalable technology solutions, top-tier cyber security partnerships and specialized skills to keep your business running at peak performance.
Gradient Investments, Gradient Advisors, Gradient Securities, Gradient Annuity Brokerage, Gradient Life Brokerage, and Ascentium Insurance Solutions.
Sales training and accountability tracking for junior advisors that provides expert coaching, a process-driven sales process, and results-focused systems and technology.
Technology firm providing state of the art tools to accelerate your sales and overall business
Marketing and PR firm that brands our Gradient family of companies and all our FSP’s across the country.
Our team ensures strategic execution of our green and blue pillars, maximizing the growth of your business through people, processes and technology.
Our team provides compliance guidance and solutions that enable you to operate in good standing with your state, SEC and FINRA regulatory bodies.
Our team of finance specialists provide timely and accurate support for all your finance and accounting needs.
We empower your business to operate with confidence by providing proactive, expert guidance that protects your interests and ensures you stay ahead of complex legal and compliance challenges.
We enable and support business growth through our systems, total compensation packages, sourcing and hiring services, and ensuring employee development.
Proactive, expert guidance that protects your interests and ensures you stay ahead of complex legal and compliance challenges.
