MEET THE TEAM
SHARON hagler
I entered the financial and insurance world with a clear purpose: to help people better understand and prepare for retirement. I’ve experienced firsthand how overwhelming planning for the future can feel, and I’m passionate about providing the clarity, tools, and support individuals need to make informed decisions.
Whether it’s navigating retirement income strategies, protecting loved ones through insurance, or building a comprehensive financial plan, my goal is to empower others to face the future with confidence and peace of mind.
In my spare time I love to read fun mystery romance novels, travel around in our 5th wheel with my husband of 35 years, Jim, and our 11 year old American Bulldog, Bella.
I have the privilege of serving at our church, where I'm actively involved in the Middle School and High School Student Ministries program. It's an incredibly rewarding experience to connect with young people, helping them navigate their journey and watching them grow.
And most of all I love every and any opportunity to spend time with my grandchildren. I have 7 and they range from 13 years old to just turned 18. We grab them any time we can.
SHANE Merritt
Merritt Professional Services is a family-owned firm founded by Shane Merritt, his wife Melanie Merritt, and their son Ryan Merritt. Our firm was built on a shared vision: to partner with business owners and individual taxpayers, guiding them through the complex worlds of accounting, tax compliance, and government regulation.
Shane brings over 15 years of experience in public accounting. He is a licensed accountant with expertise in entity formation, tax preparation, bookkeeping, tax planning, and retirement-focused tax strategies. Melanie serves as head of bookkeeping and administration, ensuring our clients receive accurate, timely, and friendly support.
We’re proud to be a true family business. Our son Ryan is an accountant, and our daughter Aubrey assists with bookkeeping as well.
Outside the office, we enjoy traveling, watching sports, and playing miniature golf together. Melanie and I are active members of our church, and I served as a minister in the Church of Christ for more than 30 years.
Kelly Greene
Kelly has had over 30 years in the administrative field coupled with 3 years in the insurance industry.
Kelly is a natural people person and is passionate about helping others ensure they are retirement ready.
In her spare time “what is that” Kelly goes to her daughter’s high school Volleyball games or Travel/club Volleyball across different states. She likes to bake and do crafts. Kelly loves to travel and spend time with family. She has 5 siblings and a huge extended family.