Wealth Advisors

Tyler Bartlett

Tyler Bartlett

Wealth 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 Ahmed

Hannah Ahmed

Wealth Advisor, CFP®

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.

Lowell Parker

Lowell Parker

Wealth Advisor, CFP®

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.

Geoff Curran

Geoff Curran

Wealth Advisor, CPA/ABV, 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 Carter

Charlene Carter

Wealth Advisor, CFP®

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 Van Sant

Wealth Advisor, CFP®

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.

Aimee Butler

Wealth Advisor, CFP®

Aimee is a certified Financial Planner Professional and graduated from Providence College with a Bachelors Degree of Science in Business Management. She thrives in helping clients with complex and advanced planning needs, as well as those who need help on where to start.

Mark Metcalf

Wealth Advisor, CFP®

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™.

Cheryl Curran

Cheryl Curran

Wealth Advisor, CFP®

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.

Phuc Dang

Phuc Dang

Wealth 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

Paresh Kamdar

Paresh Kamdar

Wealth Advisor, CFP®
Paresh is a CERTIFIED FINANCIAL PLANNER™ professional and holds a bachelor’s degree in finance from Indiana University. He joined our firm after being a financial consultant with Charles Schwab for six years.
Chris Waclawik

Chris Waclawik

Wealth Advisor, CFP®

Chris is a CERTIFIED FINANCIAL PLANNER™, and 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.

Aaron Spencer

Aaron Spencer

Wealth Advisor, CFP®

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 Jonson

Eric Jonson

Wealth Advisor, CFP®

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.

Phuc Dang

David Martin

Wealth Advisor

Drawing on more than 20 years of experience, Dave prides himself on providing the highest level of service and investment advice to our clients. Additionally, Dave leads our strategic business development efforts, acting as a central point of contact in building social capital throughout our network of friends and clients.

Frank McLaughlin

Frank McLaughlin

Wealth Advisor, CFP®

Frank is a CERTIFIED FINANCIAL PLANNER™ who was born and raised in the greater Seattle area. He joined Merriman in 2013 after graduating from Washington State University’s business school with a degree in finance.

Mimi Solomon

Alan Hensley

Wealth Advisor, CFP®

Alan joined the Merriman team in February 2016. He graduated from the University of Washington with a bachelor’s degree in Economics in 2006, and previously worked as a Financial Advisor at a local Seattle credit union.

Associate Advisors

Lindsey Hurt

Lindsey Hurt

Associate Advisor

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.

Lindsey Hurt

Michelle Miller

Associate Advisor

Michelle takes great pride in making sure the client experience is an exceptional one. She assists our Eugene advisors in their daily business operations.

Wealth Enhancement

Producing returns to meet goals while staying within specific risk targets and minimizing tax impact

Wealth Transfer

Facilitating the tax-efficient transfer of assets from one generation to the next

Wealth Protection

Ensuring your assets are protected from unforseeable outside risk and concerns

Charitable Giving

Helping to maximize your charitable efforts and make the biggest possible impact

Cyber Hygiene

Are you being proactive with your cyber security? Check out these tips to ensure you’re not putting yourself at risk from cybercriminals.

Merriman’s Guide to Reducing Your Tax Bill

Do you wish you could have done more to lower your tax bill or increase your refund for 2017? The Tax Cuts and Jobs Act of 2017 will have a major impact on many families, so it’s especially important to re-evaluate your tax strategies this year. Check out our latest...

Want to meet with an Advisor?

If you are interested in working together, send us an inquiry and we will get back to you as soon as we can!

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.