Meet Our Team

Ryan M. Verdery, AIF®

Managing Director

  • Grey LinkedIn Icon

Ryan is the son of a retired military officer and has referred to much of the U.S. as home. Following in a noble family tradition, Ryan followed with a military career of his own, serving in the U.S. Army as a member of General H. Norman Schwarzkopf ’s Command Staff while stationed with the 24th Infantry Division (Mech) during the 1980’s and is the proud recipient of The Army Commendation Medal. Since leaving the military, Ryan and his wife settled in Cary, NC, where they reside with their two sons.

Ryan began his career in the financial services industry in 1997 and began to narrow his focus on retirement plans the following year. He is committed to his role as a co-fiduciary and has received the AIF® (Accredited Investment Fiduciary) designation. Ryan is responsible for consulting employers with respect to fiduciary best practices, plan design assistance and employee education. The leadership skills Ryan obtained from serving with General Schwarzkopf are applied with the same rigorous amount of discipline to the employer sponsored retirement plan fiduciary processes.

Ryan studied Managerial Economics at Carnegie Mellon University. An outdoorsman at heart, he enjoys various aspects of extended wilderness treks. Through much experience Ryan has become a proficient marksman and skilled scuba diver.

Meredith Barbour, QKA, PPC

Senior Vice President - Retirement Plan Consulting 

  • Grey LinkedIn Icon

Prior to joining Summit Retirement Partners, Meredith began her notable career in the Retirement Plan Industry in 2003. After beginning her career as a financial services sales assistant at Morgan Keegan, Meredith joined BB&T Bank in 2007 where she worked closely with Plan Sponsors to educate their plan participants of the importance of saving for retirement and how their companies' defined contribution plan would be a key to their success. Meredith was quickly recognized by BB&T management for her strong work ethic and her desire to help improve plan participants' financial outcomes. Meredith was promoted as a New Business Development Officer in 2012 where she focused her efforts by working closely in consultation with Plan Sponsors to improve overall Plan design, helping them to minimize their fiduciary risk, and increase participant outcomes. Meredith quickly became one of the Bank's most productive and successful advisors.

 

Summit Retirement Partners remains excited about Meredith's decision to join our organization in the Fall of 2020 as Senior Vice President - Retirement Plan Consulting. Meredith not only brings her 17+ years of experience in the corporate retirement plan space, but she also brings her incredible energy and dedication to the retirement plan space along with her wealth of knowledge regarding plan design, fiduciary risk management, participant education and communication strategies. Meredith currently holds her Qualified 401(k) Administrator (QKA) and her Professional Plan Consultant (PPC) designations.

 

Meredith earned her Bachelor of Science in Business Administration with Summa Cum Laude honors from Appalachian State University. While at Appalachian State University, she served as President and Treasurer of her sorority, Chi Omega.

 

When not focusing on helping Plan Sponsors and Participants meet their retirement goals, Meredith enjoys spending time in the mountains or at the beach with her husband, two children, and her toy Australian Shepherd. She can also be found cheering on her beloved Mountaineers!

Strategic Partners

Gary Weeks, AIF®

Retirement Consultant

Gary is a Retirement Consultant at LPL Financial. He helps advisors and their teams with many aspects throughout the retirement plan process. Some of the tools he brings advisors are industry support, benchmarking reports, fee analysis, fund review, and regulatory updates. Gary graduated from California Polytech State University and joined LPL Financial in October 2013.

Chad Griffith, CRPC®

LPL Financial Advisor

Chad began his career as a Financial Advisor with American Express Financial Advisors, now Ameriprise Financial, in late 2003. Before joining American Express, Chad worked as a Change Management Consultant in Healthcare Management Solutions in London, UK and Durham, NC. 

Chad is committed to working with his clients and their families to form lasting relationships built on principles of trust, integrity, and understanding. He is able to help his clients, which consist of individuals, families, and small businesses.

Originally from Lexington, NC, Chad is a graduate of the Kenan Flagler Business School at UNC-Chapel Hill. He has a beautiful wife, Caroline Hope Griffith, who works for Non-Profits focused on Global Health Initiatives (primarily HIV/AIDS issues in Africa). His interests include world travel, sports (especially UNC Basketball and golf), reading, musicals, laughter, and hanging out with family and friends.

Gary Weeks, John F. McAulay and Chad Griffith are not affiliated with Summit Retirement Partners.