Leadership

Guided by purpose and passion. Driven by expertise and heart.

The Meraki team brings decades of direct experience building and operating in financial services. We partner with advisors from inside the industry, not outside it.

Founders Tami & Chuck Lucius

Tami and Chuck Lucius founded Gradient Financial Group, an independent marketing agency based in Arden Hills, Minnesota, in 2005. With more than 300 employees, Gradient Financial Group supports the product, marketing, operations and technology needs of a diverse group of independent financial services professionals across the country.

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Chuck Lucius

Founder

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Tami Lucius

Founder

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Jack Leach

President

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Al Woldt

Managing Partner

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Aaron Brown, Esq.

General Counsel

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Tessa Trettel

Director of Partnerships

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Mason Dean

Private Equity Analyst

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Carson Arco

Private Equity Analyst

Ben Bahe

Chief Financial Officer

Enzo Vinholi

Private Equity Associate

Get Started

Take your business to the next level with Meraki!

If our wholehearted commitment to partnering with growth-minded financial services businesses resonates with you, let’s talk.