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, 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.

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™.

Jenny Hector

Jenny Hector

Wealth Advisor, CFP®

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.

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.

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.
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.

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.

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.

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.

Associate Advisors

Mimi Solomon

Mimi Solomon

Associate Advisor

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.

Mimi Solomon

Alan Hensley

Associate Advisor

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.

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.

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

Remaining Q&A from Breakfast with Paul Merriman

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...

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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. 

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