MEET YOUR ALLIANCE
Welcome to Meridian Wealth Alliance, where experience meets excellence and collaboration is not just our approach—it’s our ethos. Ours is a story of unity and shared vision, where three distinct groups, with years of experience and specialized skills, have come together to reshape the approach to financial planning and wealth management.
As we met at networking events, casual conversations transformed into meaningful exchanges as the vision of joining forces came to life. Before long, the partnership aligned, and Meridian Wealth Alliance was formed.
While each of us enjoy our individual successes, we recognize that merging our strengths allows us to set the stage for a new era of comprehensive financial solutions. Our genuine enjoyment of each other’s company is a testament to our collaborative spirit, and we are guided by a simple principle: we are happy to work with anyone who is ready for success.
With a deep commitment to the holistic well-being of our clients, we are more than just a collection of services; we are a unified front dedicated to guiding our clients towards a prosperous future. Join us on this journey as we continue to innovate, collaborate, and empower you to achieve your financial goals.
At Meridian Wealth Alliance, your success is our priority, and together, we’ll start your new era of connected wealth management.
OUR TEAM & OUR PROMISE
We formed our Alliance because we recognized a need for a unified mission and consolidated approach to financial planning and wealth management.
By aligning our resources as advisors and CPAs, we bring financial planning, investment management, accounting, and tax planning under one umbrella.
This integrated strategy empowers our clients to reach their wealth destinations, achieving one milestone after the next.
At Meridian Wealth Alliance, we promise to be your dedicated partner, providing meticulous planning alongside proven methodologies to unlock your wealth’s full potential.
Bob Burns, Director
Bob is a native of the Chicago area and graduate of Bradley University. He brings over 25 years of experience in wealth management, financial planning, banking, insurance and lending at both large financial institutions and smaller boutique companies. Bob works in concert with the Meridian Wealth Alliance tax partners and utilizes his broad industry expertise and vast network of professionals to deliver curated solutions to fulfill each client's unique needs. When he’s not analyzing markets, working on financial plans, or speaking with clients Bob enjoys spending time with his wife and two sons, travelling, reading, and barbequing.
Anthony Di John, Director
Anthony, a native of Chicago, earned his Bachelor of Business Administration in Accounting from the School of Business at the University of Iowa and his Master of Accountancy from the Kellstadt Graduate School of Business at DePaul University. He is a Certified Public Accountant in the State of Illinois, member of the Illinois CPA Society, and member of the American Institute of Certified Public Accountants.
Anthony is also licensed with the Financial Industry Regulatory Authority and holds the Series 27 and 99 licenses.
Anthony brings over ten years of experience, where he worked at both a small and regional firm in the Chicagoland area, where he provided a wide range of accounting, assurance, tax, and consulting services to clients in a broad array of industries across the U.S.
Michael Feuerstein, Director
Michael brings more than ten years of experience. Michael’s experience provides a unique and all-encompassing view when providing services to our clients. Michael is a Certified Public Accountant in the State of Illinois and is also a member Illinois CPA Society and the American Institute of Certified Public Accountants. He earned a Bachelor of Business Administration in Accounting from the Tippie College of Business at the University of Iowa and his Master of Science in Accounting from the Walter E. Heller College of Business at Roosevelt University. When he is not busy providing excellent financial and taxation consulting services to our clients, Michael enjoys travelling, socializing and playing sports.
Hal Roseth, Director
Hal has over 20 years of experience in advising clients on a broad range of tax, accounting, and financial matters. His expertise is working with businesses and their owners to ensure they have a solid tax and accounting foundation while, implementing strategies and procedures to create the most economically efficient scenario. Hal is currently serving his community as Treasurer of the Village of Riverwoods. He is a past Director of the Deerfield Youth Baseball Association. Hal, his wife Nancy and their three sons have been active in school and related community activities over the last 25 years.
Danny Roseth, Director
Danny is a University of Illinois, Champaign – Urbana, alum who earned his CPA and began his career in 2008 and now has over 15 years of experience working with a wide variety of clients on their unique tax and accounting needs. He has concentrated on a wholistic approach to ensure that both business and personal clients are optimizing their tax situation to maximize their overall financial goals. Before joining H.D. Roseth & Associates and the Meridan Wealth Alliance, Danny was with Ernst and Young and Andersen Tax where he earned his stripes working with high-net-worth clients on diverse and strategic tax planning. Outside of busy season, you could find him coaching his son’s various teams, traveling, or exercising at the gym. Ahh, maybe 10 years ago, but who are we kidding, he’s now older, injured, and it’s always busy season - I’m sure you can find him at the office.
