Noam Mermelstein

CLIENT SERVICES ASSOCIATE

Noam Mermelstein joins Sentinel Solutions as a Client Services Associate, supporting Corey Schneider and the broader team across every stage of the client experience, from preparing client meeting notes and agendas to assisting with the building of financial plans and reports. His role serves as a quarterback for client tasks, ensuring nothing falls through the cracks and every client feels fully supported, while also serving as a stepping stone on his path to becoming a financial professional.

A graduate of The Ohio State University, Noam studied Finance and was an active member of the university’s Business Scholars Program, the Common Cents Investment Group, and the Financial Planning Association, reflecting an early and genuine interest in markets and financial planning.

Noam has passed his Life & Health and SIE licensing exams and is currently studying for his Series 7, with plans to pursue additional certifications as he continues to grow in the field. His guiding philosophy is simple: client service always comes first, and every interaction should leave a client feeling heard, supported, and confident in their plan.

Outside the office, Noam is a dedicated family man and an avid athlete, staying active through soccer, pickleball, and most recently, golf. He also has a passion for travel and building meaningful relationships.