Who To Contact — Quick Guide
At Merrick Financial Group, you are supported by an entire team dedicated to providing responsive service and personalized guidance. Contacting the right team member helps ensure your requests are handled as quickly and efficiently as possible.
Simple Rule
Paperwork, account servicing, or administrative requests → Client Service Team
Financial advice, planning, investment decisions, or retirement guidance → Your Advisor Team (Financial Advisor or Investment Assistant)
Advisor Team — Planning & Guidance
Contact your Advisor Team for retirement planning, pension options, investment strategies, Social Security planning, tax-efficient income strategies, insurance planning, and major life events.
Eric Moore – Founder & Financial Advisor
Michael Blake – Partner & Financial Advisor
Allison Hudson, CFP®, AIF® – Financial Advisor
Eric Harley – Financial Advisor
Thomas Reagan – Financial Advisor
Client Service & Administrative Team — Your First Call
All members of our administrative team can assist with general service requests in addition to their specialized areas.
Donna Meere
Operations Manager
Leads client service delivery, oversees administrative operations, and coordinates firmwide workflow to ensure an exceptional client experience.
Angela DeLodi
Director of First Impressions & Event Coordinator
Assists with client portal access, document uploads, beneficiary updates, appointment scheduling, paperwork processing, and coordination of client events and external partners.
Robert Torres
Operations Assistant
Assists with general service requests, life insurance applications, policy servicing, underwriting updates, beneficiary changes, and insurance-related paperwork.
Tara Buckson
Administrative Assistant
Provides support with general service requests, forms and paperwork, client correspondence, portal assistance, account maintenance, and step-by-step guidance throughout the service process.
Michael A. Blake
Sales Assistant
Assists with account opening and onboarding, service requests, client follow-up, meeting preparation, paperwork coordination, and ensuring requests move efficiently through the firm.
Michael Scordo
Investment Assistant
Serves as a liaison between clients and advisors by coordinating communications, preparing items for advisor review, handling detailed follow-ups, assisting with investment-related servicing requests, and helping ensure a seamless client experience.
Common Reasons to Contact the Service Team
- Portal login assistance and password resets
- Statements and tax documents
- Address, phone number, email, or banking updates
- Beneficiary changes
- Contributions, withdrawals, and transfers
- Account paperwork and status updates
- Appointment scheduling
- General account servicing requests
Need Help?
If you are unsure who to contact, simply call or email our office and we will direct your request to the appropriate team member.
We are always happy to help—you are never bothering us.
Merrick Financial Group is committed to providing responsive, personalized service to every client and family we serve.