Meet our investment professionals with decades of expertise in wealth management
Our team of experienced investment professionals brings decades of combined expertise in wealth management, portfolio construction, and fiduciary advisory services. Each member is committed to providing personalized attention to our clients, acting in their best interest at all times under our fiduciary standard.
Limited Partner & Chief Compliance Officer
CPA, CFP®, CIMA®
James Mitchell brings extensive expertise in investment management, tax strategy, and fiduciary advisory. He holds a Bachelor's degree in Accounting from Texas State University (1989) and a Master's in Taxation from Texas A&M University (1990). Prior to co-founding Meridian Advisors in 2002, James served as Senior Manager at Deloitte LLP from 1990 to 2002. He is a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™ professional, and holds the Certified Investment Management Analyst® (CIMA®) designation.
Limited Partner
CPA, CFP®, J.D.
Sarah Collins provides comprehensive wealth management and investment advisory services with a unique combination of financial and legal expertise. She earned her B.S. in Business Administration from Texas Christian University (1995) and her J.D. from South Texas College of Law (1998). Sarah worked as Manager and Accountant at Deloitte LLP from 1995 to 2002 before co-founding Meridian Advisors. She is a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™ professional, and attorney licensed to practice law in Texas (though she does not currently provide direct legal services to clients).
Limited Partner
CPA, CFP®
Michael Hayes joined Meridian Advisors as Limited Partner in 2023, bringing decades of experience in investment advisory and accounting. He earned his Bachelor's degree in Accounting from the University of Texas at Austin (1986) and his MBA from University of Texas at San Antonio (1988). Michael served as Principal of Michael T. Hayes, CPA PC from 1997 to 2023 and has been an Investment Adviser Representative since 2007. He is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ professional dedicated to providing personalized fiduciary advisory services.
Contact us to learn more about how our team can help you achieve your financial goals.
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