Advisor, ChFC®, AIF®, AEP®, CFP®
Tyler has been working with clients as an advisor for over 15 years. In addition to providing comprehensive wealth management and retirement planning, Tyler’s specialties include dealing with concentrated stock positions and estate planning.
Hannah is a CERTIFIED FINANCIAL PLANNER™ and graduate of Harvard University, where she studied English and Environmental Science. Prior to joining Merriman, she was an Investment Counselor at Fisher Investments.
A CERTIFIED FINANCIAL PLANNER™, Lowell graduated from the University of Washington with a bachelor’s degree in economics. He focuses on retirement income and goal-based planning for successful physicians and their families.
Advisor, CPA, CFA, CFP®
Originally from Kansas City, Geoff is a CERTIFIED FINANCIAL PLANNER™, CFA charter holder and CPA. He is a graduate of the University of Tulsa with a degree in business administration and a minor in accounting.
Charlene’s priority is creating a customized plan and portfolio designed to meet your financial goals. She works closely with clients to navigate even the most difficult times and and to help achieve financial freedom.
Michael Van Sant
Michael began his investment career in California in 1995 after graduating from the University of Colorado with a bachelor’s degree in International Business. He became a CERTIFIED FINANCIAL PLANNER™ professional in 2005.
Mark is a 1986 graduate of Eastern Washington University with a degree in business administration and has spent over 25 years in the financial services industry. He is also a CERTIFIED FINANCIAL PLANNER™.
Jenny Hector is a Certified Financial Planner™ practitioner. Jenny works closely with Charlene Carter to prepare financial plans, review client portfolios and provide investment recommendations for clients in our Eugene office.
Advisor, CPA, CFP®
Phuc was born in Thailand but has lived in Seattle for over 30 years. He is a CERTIFIED FINANCIAL PLANNER™ and CPA, and draws on these different disciplines to help his clients achieve their financial goals
A CERTIFIED FINANCIAL PLANNER™, Cheryl joined Merriman in 1993 after graduating from the University of Washington, and was the first advisor outside of the Merriman family.
Lisa began her career in the financial industry in 1989. She received her BA in Economics from Gonzaga University in 2001 and holds the Financial Industry Regulatory Authority (FINRA) Series 7 and 63 licenses.
Aaron is a CERTIFIED FINANCIAL PLANNER™ who came to us from U.S. Bancorp. He graduated from the University of Washington with bachelor’s degrees in economics and Germanics.
Eric, a CERTIFIED FINANCIAL PLANNER™, is a graduate of the University of Washington with a degree in business administration. Eric has over 22 years of financial services experience.
Senior Associate Advisor, CFP®
Chris is a CERTIFIED FINANCIAL PLANNER™, and is a graduate of Missouri State University. Prior to joining Merriman, he was a tax advisor and office manager for H&R Block. He also worked as a financial counselor for the U.S. Army in South Korea.
Associate Advisor, CFP®
Frank joined the Merriman team in 2013 as a fresh college graduate. Born and raised in the greater Seattle area, Frank obtained his Bachelor’s degree in Finance from Washington State University.
Lindsey joined the Merriman team in May 2014. Lindsey grew up in the Pacific Northwest and is a graduate of Pacific Lutheran University, where she received her bachelor’s degree in business with a concentration in finance.
Mimi joined our team as a member of our Client Services team in 2015, and became an Associate Advisor in 2016. Mimi graduated from Whitman College in 2011 with a bachelor’s degree in History.
Alan joined the Merriman team in February 2016 after working as a Financial Advisor with LPL Financial in a Seattle credit union. He graduated from the University of Washington in 2006 with a bachelor’s degree in Economics.
Producing returns to meet goals while staying within specific risk targets and minimizing tax impact
Facilitating the tax-efficient transfer of assets from one generation to the next
Ensuring your assets are protected from unforseeable outside risk and concerns
Helping to maximize your charitable efforts and make the biggest possible impact
On July 1, 2017 we welcomed Carter & Carter Wealth Strategies to the Merriman team, continuing to expand our Pacific Northwest presence with a new Merriman office in Eugene, Oregon. We work with clients across the country, and are now able to provide in-person...
Our very own Tyler Bartlett was recently featured in an article from Guide Vine: How to Go from Middle Class to Millionaire, about the patience and discipline required to become a millionaire. Here’s a snippet: Here is the good news: millionaire status is very much...
We recently hosted an event with Paul Merriman, which ended with a Q&A. There were so many great questions asked, we didn’t have time to respond to them all, but we hate to leave any question unanswered. Here are some of the questions we didn’t get to, with...
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.