Mack Meyers | Financial Advisor

As a Financial Advisor with Shoemaker Financial, I help individuals, families, and business owners make informed financial decisions and create strategies that support their long-term goals. Whether you're growing a business, building wealth, preparing for retirement, or navigating a major life transition, my goal is to provide clarity and confidence every step of the way.

I've always been interested in how decisions made today shape opportunities tomorrow. That curiosity led me to study Finance and Entrepreneurship at the University of Mississippi and continues to influence the way I approach financial planning. I enjoy helping clients navigate important milestones such as purchasing a home, starting a business, growing a family, or preparing for retirement by creating strategies that align with their values and goals.

One of the biggest misconceptions I encounter is that financial planning is only for people who have already accumulated significant wealth. I don't believe that's true. Whether you're beginning to invest, managing debt, saving for future goals, or preparing for a new chapter in life, having a plan can help create more opportunities and flexibility over time. As I often tell clients, you don't have to make huge financial moves all at once. Starting early and remaining consistent can make a meaningful difference.

My planning philosophy is simple: every part of your financial life should work together. Investments, retirement planning, insurance, taxes, and long-term goals are all connected. By taking a comprehensive approach and focusing on what matters most to each client, I help create strategies that are practical, personalized, and designed to evolve as life changes.

I joined Shoemaker Financial in 2026 after earning a Bachelor of Business Administration in Finance with a minor in Entrepreneurship from the University of Mississippi. I hold my SIE, Series 7, Series 66, and Life Insurance licenses. Prior to entering financial services, I built my experience through sales and customer service roles, where I developed a passion for helping people solve problems and make informed decisions.

Outside the Office

Outside of work, I enjoy keeping up with the financial markets, international business, and global events that influence the economy and our everyday lives.

I'm also actively involved with the Christian Brothers High School Alumni Association, the University of Mississippi Alumni Association, and the St. Peter Catholic Church community. These connections have reinforced the importance of relationships, service, and staying engaged with the people and communities that have helped shape my life.

Frequently Asked Questions

Do you work with young professionals and newly married couples?

Absolutely. Many of my clients are building a financial foundation for the future. Whether you're combining finances, purchasing a home, managing debt, building an emergency fund, or beginning to invest, I enjoy helping clients create a plan that supports both today's priorities and tomorrow's opportunities.

I'm early in my career. Is financial planning something I should be thinking about?

Everyone can benefit from planning, but not every plan looks the same. Early in your career, financial planning may be less about complexity and more about building good habits, understanding your options, and creating a strong foundation for future goals. Small decisions made consistently over time can have a meaningful impact.

Do you work with business owners?

Yes. I enjoy helping business owners navigate financial decisions both inside and outside their businesses. Whether it's protecting income, retirement planning, succession planning, or aligning personal and business goals, having a coordinated strategy can help provide greater clarity and confidence.

What is the most common financial advice you give clients?

Start early and stay consistent. Financial success is rarely about one major decision. More often, it's the result of small, intentional actions taken over time. Understanding the tools available to you and having a plan can help create opportunities in the future.

What can clients expect when working with you?

I want clients to leave every meeting feeling more confident, clear, and in control of their financial future. My goal is for clients to better understand where they are today, where they're headed, and know they have someone they can turn to when important financial decisions arise.