Alan Meyers
Founder & President
Alan has over 30 Years of experience in the securities and wealth management business. This includes serving on the institutional side up until 2003 and then extensively in private wealth management for the past 20 Years. During this time he worked at global investment banks including Morgan Stanley, Deutsche Bank, Credit Suisse and Wells Fargo. In 2019 he started his own RIA with Trails Edge Wealth Advisers acting in solely a fiduciary capacity.
Joanna Jelenski
Senior Wealth Advisor
Joanna has served in the private wealth management divisions of Morgan Stanley, Credit Suisse, and Wells Fargo advisors for over 15 years. She brings extensive experience in wealth management and client relationships to the team.
Leo Levinson
Associate Wealth Advisor
Leo is a recent graduate of the University of Illinois at Urbana Champaign and is new to the Trails Edge team. As a student at UIUC, he studied personal financial planning and looks to make a career in the wealth management field. In November 2024, Leo successfully passed the CFP certification exam and is currently working towards the certified financial planner designation.