Ingrid is a Financial Advisor at Merritt Point Wealth Advisors. She believes in helping her clients achieve their goals by providing comprehensive investment planning through all seasons of their financial lives. Her goal is for her clients to rest easily knowing they have a solid plan in place to weather whatever challenges come their way.
She focuses on each of her client’s individual needs while navigating some of life’s biggest financial challenges. Through her extensive career, she has experienced major shifts in the markets. Ingrid has dedicated her career to delivering the personalized investment planning
service her clients deserve.
Ingrid brings over 24 years of experience as a Financial Advisor to Merritt Point Wealth Advisors. She began her career at David Lerner
Associates in 1996 and quickly gained her Series 7 and 63 registrations. In 2000, she joined Prudential Securities, a predecessor to Wells
Fargo Advisors (WFA). In 2004, she became a Private Investment Management (PIM), which allows Ingrid to customize portfolios to each
client’s goals, risk tolerance and investment preferences.
When Ingrid is not in the office, she enjoys spending her time with her two sons, Ethan and Myles. She also enjoys cooking for friends and
family as well as traveling, photography and staying active with kickboxing, hiking and yoga.