Our Commitment to Our Customers

When you work with the Meyer Klein Group, you will have an entire team of professionals focusing on what is important to you. Our practice includes: - A team approach with financial guidance based on your values and goals. - Core values centered on integrity, communication, listening and a desire to make a difference in your life. - A spectrum of solutions, including family and income protection, retirement accumulation and income strategies, wealth management, estate strategies, college planning and divorce planning and work with non-profit leaders.
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Giving Back to Our SCV Community

  • Light the Night, Leukemia & Lymphoma Society
  • Volunteers, Habitat for Humanity
  • Member, Santa Clarita Chamber of Commerce
  • Board Member, Valley Industry Association
  • Member, Soroptimist Internation of Greater Santa Clarita Valley
  • Board member, Circle of Hope
  • Member, JCI Santa Clarita

Valencia Office

Melanie Meyer

Melanie Meyer

CFP®, FIC

Melanie is a founding member of Pathway Financial Group with more than 30 years of experience. She is a Thrivent Hall of Fame Legend.* As a CERTIFIED FINANCIAL PLANNER™ professional Melanie provides comprehensive financial planning, portfolio development and management, retirement income strategies, charitable and legacy planning, college funding planning and works with women after the loss of a partner through death or divorce. When she is not working, Melanie likes to travel with her husband, Jeff, cook, volunteer, and is a "glamma" to her three grandsons, Krash, Karvey and Kal.

* Hall of Fame represents long-term commitment to our organization with consistent, successful performance. Financial Professionals qualify for Hall of Fame Legend by achieving at least 30 years of service and by meeting performance goals

Title

Wealth Advisor

State(s) Licensed
AZ , CA Insurance Lic. #0B16206 , CO , FL , GA , HI , IA , MI , MN , NY , OH , OR , TN , TX , WA , WI
Location

Valencia, CA

Website
https://connect.thrivent.com/melanie-meyer
Email
melanie.meyer@thrivent.com
Phone
661-799-0230
    Ben Hale

    Ben Hale

    FIC, CLTC®

    Ben has more than 20 years of experience and is a founding member of Pathway Financial Group. He offers guidance in retirement planning, estate transfers, tax diversification and solutions for business owners. An avid community advocate, Ben supports a number of local nonprofit organizations. Ben and his wife, Amie, have five adult sons. Ben enjoys mountain biking several mornings each week.

    Title

    Financial Advisor

    State(s) Licensed
    AR Insurance Lic. #5906340 , AZ , CA Insurance Lic. #0D41930 , CO , FL , GA , ID , IL , KS , ME , MI , NC , NV , OK , PA , SC , SD , TN , TX , UT , VA , VT , WA , WI , WY
    Location

    Simi Valley, CA

    Website
    https://connect.thrivent.com/ben-hale
    Email
    ben.hale@thrivent.com
    Phone
    805-907-8587
      Casey Klein

      Casey Klein

      FIC, RICP®

      Casey is a founding member of Pathway Financial Group with more than 15 years of experience. Specializing in retirement income accumulation, insurance and business planning, he provides customized advice and implementation strategies. Casey, his wife, and their three children advocate for organizations that support individual with Down Syndrome. He enjoys coaching his children's sports teams and playing golf.

      Title

      Financial Consultant

      State(s) Licensed
      AR Insurance Lic. #13452492 , AZ , CA Insurance Lic. #0G19636 , CO , FL , GA , HI , ID , MA , MI , NC , NJ , NV , OR , SC , SD , TN , TX , WA
      Website
      https://connect.thrivent.com/casey-klein
      Email
      casey.klein@thrivent.com
      Phone
      661-799-0230
        Darren Norton

        Darren Norton

        RICP®

        Darren joined Thrivent in 2018 after spending the majority of his career in the music industry. Since joining Thrivent, he specializes in retirement accumulation with an emphasis on family and asset protection. Darren is married to Loretta, and together they have one daughter. Their daughter and her husband have blessed them with four beautiful grandchildren. Completing the gang are two paint horses, Sierra and Eowyn.

        Title

        Associate Financial Advisor

        State(s) Licensed
        AZ , CA Insurance Lic. #0M06728 , FL , ID , MO , NV , SC , SD , TN , TX
        Location

        Valencia, CA

        Website
        https://connect.thrivent.com/darren-norton
        Email
        darren.norton@thrivent.com
        Phone
        661-799-0230
          Neal Larsen

          Neal Larsen

          Neal helps individuals and families as they develop, implement and manage personalized financial plans to create lasting legacies. Neal's approach allows him to understand each client's unique goals and provide clear guidance throughout their financial journey. Outside of work, Neal contributes to the community by serving on nonprofit boards. In his free time, he enjoys cooking and spending time with family and friends.

          Title

          Financial Producer I

          State(s) Licensed
          AZ , CA Insurance Lic. #4235747 , ID , SC , TN , TX , UT
          Location

          Simi Valley, CA

          Website
          https://connect.thrivent.com/neal-larsen
          Email
          neal.larsen@thrivent.com
          Phone
          805-210-8227
            Matthew Roxbury

            Matthew Roxbury

            Matt has a passion for financial planning and is dedicated to helping clients achieve their financial goals. He is married to Jessica and is father to two children, Jude and Jayden. Matt enjoys leading an active lifestyle and has an outgoing personality that helps him build strong relationships with clients.

            Title

            Financial Producer I

            State(s) Licensed
            AZ , CA Insurance Lic. #4355827 , OR , SC
            Location

            Valencia, CA

            Website
            https://connect.thrivent.com/matthew-roxbury
            Email
            matthew.roxbury@thrivent.com
            Phone
            661-799-0230
              Amie Hale

              Amie Hale

              Amie is responsible for office operations. She oversees staff development, helps implement systems that drive efficiency and helps ensure company policies are effectively communicated. Before joining Pathway Financial Group, Anie happily spent 20 years as a stay-at-home mom to her and Ben's five sons. In her free time, she enjoys going to the beach and hiking with her dog, Blue.

              Title

              Office Professional

              Location

              Simi Valley, CA

              Phone
              805-907-8587
                Debbie Price

                Debbie Price

                Debbie is a highly organized licensed office professional and has more than 10 years of experience with Pathway Financial Group. Known for her attention to detail, Debbie is able to focus on the needs of the team and brings a solutions-oriented mindset. Debbie is married to Rich and has two daughters and three grandchildren.

                Title

                Insurance Office Professional

                Location

                Valencia, CA

                Phone
                661-799-0230
                  Maggie Mock-Carter

                  Maggie Mock-Carter

                  Maggie has been the voice that first greets clients when contacting the Santa Clarita/Valencia office for more than six years. Maggie is known for her warm and welcoming demeanor and strives to set the tone for a positive client experience. She excels at handling phone systems, scheduling appointments and directing clients to the appropriate areas based on their needs. In her spare time, she loves hiking and gardening.

                  Title

                  Office Professional

                  Location

                  Valencia, CA

                  Phone
                  661-799-0230
                    Taylor Devine

                    Taylor Devine

                    Taylor specializes in executive support and client services. She is skilled at addressing client inquiries and efficiently assisting with service requests. New to the financial industry, Taylor is currently pursuing her MBA and is looking forward to advancing her career her at Pathway Financial Group. Outside of work and academics, she enjoys traveling with family and golfing.

                    Title

                    Office Professional

                    Location

                    Simi Valley, CA

                    Phone
                    805-907-8687