Apple Tree Asset Management, LLC

James Meert is a financial advisor with Apple Tree Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at American Equity Investment Corporation for ten years and has been involved with The Meert/Zoller Financial Group since 2002. Outside of his advisory roles, Meert serves on the Town Council Board in Hamilton, Michigan. Apple Tree Asset Management serves individuals, charities, corporations, and pension/profit-sharing plans, offering financial planning, discretionary portfolio management, retirement plan consulting, and tax preparation services. The firm emphasizes asset allocation and risk-based portfolio construction, conducting regular account reviews and sometimes co-managing accounts with third-party advisers.

Keith Layman is a financial advisor at Apple Tree Asset Management, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Concorde Asset Management and Concorde Investment Services prior to joining Apple Tree in 2021. Outside of advising, Layman serves on the board of elders and finance committee of Christ’s Church at Georgetown and is involved in several nonprofit and entrepreneurial activities, including fundraising for a Ugandan support initiative and ownership of a local café. Apple Tree Asset Management serves individuals, charities, corporations, and pension/profit-sharing plans, offering comprehensive financial planning and discretionary portfolio management with a focus on asset allocation and risk-based portfolio construction. The firm provides tax preparation and may co-manage accounts with third-party advisers while maintaining client relationships.

Nicolas Couch is a financial advisor at Apple Tree Asset Management, LLC in Fort Wayne, IN, holding a Series 65 designation with two years of industry experience. His prior work includes roles at AllState Insurance, East End Grill, and Bob Evans. Apple Tree Asset Management serves individuals, charities, corporations, and pension/profit-sharing plans, providing comprehensive financial planning, discretionary portfolio management, retirement plan consulting, and tax preparation services. The firm emphasizes asset allocation and risk-based portfolio construction, conducting regular account reviews and annual client meetings.

Joseph Wiegand is a financial advisor with Apple Tree Asset Management, LLC in Fort Wayne, IN, holding a Series 66 designation and 24 years of industry experience. He has worked at Concorde Investment Services and Concorde Asset Management from 2014 to 2021 and has been involved with Lifetime Financial Solutions since 2009. Outside of advisory work, he is engaged in tax and retirement planning through Apple Tree Financial Services, Inc. Apple Tree Asset Management serves individuals, charities, corporations, and pension/profit-sharing plans, providing comprehensive financial planning, discretionary portfolio management, and qualified retirement plan consulting. The firm emphasizes asset allocation and risk-based portfolio construction, with regular account reviews and may collaborate with third-party advisers while maintaining client relationships.

Douglas Buller is a financial advisor at Apple Tree Asset Management, LLC in Fort Wayne, IN, holding a Series 65 designation with four years of industry experience. Prior to his advisory role, he worked for over three decades at Warsaw Christian School. Apple Tree Asset Management serves individuals, charities, corporations, and pension plans, offering financial planning, discretionary portfolio management, retirement plan consulting, and tax preparation services. The firm emphasizes asset allocation and risk-based portfolio construction, with regular account reviews and the ability to co-manage accounts alongside third-party advisers.

Gary Zoller is a financial advisor with Apple Tree Asset Management, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Meert/Zoller Financial Group since 2002 and joined Apple Tree Asset Management in 2023. Outside of his advisory roles, he owns Auburn Image Center Inc. and Boswell-Zoller Inc., and serves on the boards of the Auburn Rotary Club and United Way of DeKalb County. Apple Tree Asset Management serves individuals, charities, corporations, and pension plans, offering comprehensive financial planning, discretionary portfolio management, and retirement plan consulting. The firm emphasizes asset allocation and risk-based portfolio construction, with regular portfolio reviews and may co-manage accounts with third-party advisers while maintaining client relationships.