One of the first people you’ll meet at Merriman is an advisor. They’ll review your current financial picture, define your goals–both personal and financial–and create an investment plan to help you achieve them. Once your plan is established, your advisor will provide the support and education you need to stick to it, or to adjust it as needed when your circumstances change.
Originally from Salem, Oregon, Jeremy is a CERTIFIED FINANCIAL PLANNER™ professional and is a CFA charterholder (Chartered Financial Analyst®).
Phuc was born in Thailand but has lived in Seattle for over 30 years. He is a CERTIFIED FINANCIAL PLANNER™ in addition to being a Certified Public Accountant in the state of Washington.
Paresh is a CERTIFIED FINANCIAL PLANNER™ professional and holds a bachelor’s degree in finance from Indiana University.
Eric, a CERTIFIED FINANCIAL PLANNER™, is a 1982 graduate of the University of Washington with a degree in business administration. Eric has over 22 years of financial services experience.
Mark, a CERTIFIED FINANCIAL PLANNER™, is a 1986 graduate of Eastern Washington University with a degree in business administration and has spent over 20 years in the financial services industry.
Tyler is a Chartered Financial Consultant (ChFC) and a CERTIFIED FINANCIAL PLANNER™ professional (CFP®).
Aaron is a CERTIFIED FINANCIAL PLANNER;™ who came to us from U.S. Bancorp, where he worked for seven years as a financial specialist.
A CERTIFIED FINANCIAL PLANNER™ professional, Cheryl joined our firm in 1993 and was the company’s first advisor outside the Merriman family.
A CERTIFIED FINANCIAL PLANNER™ professional born and raised in Washington State, Lowell graduated from the University of Washington with a bachelor’s degree in economics.
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