Our Team

Merv Rudner, AIF, RFC,RMC is a graduate of Duke University's Certified Financial Planning program and earned an undergraduate degree from Mercer University. Merv has obtained ACCREDITED INVESTMENT FIDUCIARY® designation from the Center for Fiduciary Studies and is a Registered Financial Consultant (RFC) as well as a Retire Mastery Consultant (RFC) who has relevant experience in 401(k) plan development, Asset Protection, Comprehensive Financial Planning, Wealth Accumulation, Tax Minimization and Lifetime Income Distribution and Estate Planning.

Recently Merv was nominated as one of The 401kWire's 300 Most Influential Advisors in Defined Contribution Plans(401k, 403b, Profit Sharing). The Top 300 Advisors in Defined Contribution are distinguished from other advisors in the eyes of plan sponsors and providers.

Merv has also been selected by Atlanta Magazine as a Five Star Wealth Manager, which identifies Atlanta area Wealth Managers who "provide exceptional service and overall satisfaction as indicated by clients, peers and industry experts...Five Star Award winners are a select group of fewer than 7 percent of Wealth Manangers in the Atlanta area."

In 2013, The Wounded Warrior Project presented Merv with a Service Recognition Award for his support and contributions of their service programs.

In 2012, Merv was a co-presenter along with Jennifer Del Nero Associate Regional Director of the US Dept. of Labor on a 401k plan seminar in Atlanta. Specific topics covered included Fiduciary Liability for Plan Sponsors and Key DOL Audit Triggers.  

In 2011, Merv and Emerald Wealth Management trademarked a proprietary 401k program, HomeTown 401k. This unique 401k offering is the first of its kind in Georgia and can be found at its website HomeTown401k.com.

In 2009, he was a presenter at the Boston 401(k) Symposium and served on the Best Practices Advisor Panel at this prestigious conference.

He has been involved in the Georgia business community for over 25 years. 

Merv has also participated in a variety of Social and Charity based organizations including The Wounded Warrior Project, Georgia Kidney Foundation, CURE Childhood Cancer, Atlanta Pet Rescue, Pet Assistants and local youth mentoring programs for inner city children.  He currently serves on the Governing Board for HEAL Inc. which provides medical, nutritional, mental health, dental services in lower income communities around Atlanta.

 

Nadia Faulk, Director of Operations/Office Manager

Nadia Faulk is our Director of Operations.  Her primary responsibility is managing the firm's daily operations.  This includes building, implementing and overseeing client relations, workflow, project oversight, computer network administration, reporting and increasing company efficiencies.  Nadia will play a key role in helping shape and guide the future growth and development of the company.

Nadia Faulk, a licensed health and life insurance agent, comes from 10 years of experience as General Manager and COO of Employer Relief, Inc.  Her responsibilities were client management and the overall operations and administration of the agency.

Nadia earned a Bachelor of Business Administration with an emphasis is entrepreneurship and operations from Kennesaw State University.  

 

Katelynn Lilly, 401(k) Specialist

Katelynn Lilly graduated from Florida State University in Tallahassee, Fla. with a B.S. in Economics. Her role with HomeTown 401k® / Emerald Wealth Management includes:

  • Maintaining communication with prospective and current clients to provide a helpful and educational service experience.
  • Identifing valuable informational materials to distribute to clients for their personal growth in knowledge of the current market environment.
  • Assisting with additional administrative duties pertaining to clients and day-to-day operations.

 

 

Emerald Wealth Management has additionally aligned itself with strategic partners: Professionals that offer Master's of Accounting with a specialization in Tax; Certified Public Accountants (CPA) and other Certified Financial PlannerTM professionals. Estate and Employment relations attorney's that have consistently ranked in the tops of their field. Banking and Mortgage professionals with a long history of consistent client service.

Prior to founding Emerald Wealth Management, LLC, Merv was a Principal and founder of Georgia Financial Services Group, LLC and built that organization from a startup to a firm that was mentioned on a regular basis in Clark Howard's newsletters and on his website. GFSG, LLC was the first firm to have maintained a preferred relationship with Clark Howard via both his website and consumer based electronic newsletters.

Georgia Financial Services Group, LLC ultimately grew from a local Atlanta firm to a regional financial planning and 401(k) / Pension Advisory firm. The growth of the firm necessitated a name change and a more regional presence...thus Emerald Wealth Management, LLC.

Our team has traveled extensively through the United States and collaborated with other financial advisors on new, innovative estate, retirement, and 401(k)/ pension strategies.

Members of our firm have also held a Sr. Management positions for premier Human Resource, Benefits and Retirement Planning organization. These publicly traded companies had core competencies in the areas of 401(k) Management, Human Resources, Risk Management, Group Benefit Plan Acquisition and Payroll.