Chief Executive Officer, CFA, CFP®
As CEO, Jeremy manages the firm, overseeing everything we do and focusing on the development and well-being of our clients, employees and our office.
Kristi de Grys
Chief Operating Officer & Chief Investment Officer
As Chief Operating and Investment Officer, Kristi is responsible for the firm’s investment offerings, client service, and operations. She and her team are focused on delivering ever greater value to our clients through outstanding service, diversified investment offerings, and easy-to-use technology.
Director of Advisory Services, AEP®, AIF®, AWMA®, ChFC®, CFP®
Tyler has been working with clients as an advisor for over 15 years and now directs our Advising team, giving them the guidance and support to provide the best possible service for our clients.
Last year Colleen and Dave participated in a special 30 year anniversary dinner celebrating the history of the Merriman firm. They were joined by founder Paul Merriman, his son and former CEO Jeff Merriman-Cohen, along with some of the longest-tenured employees of the firm. In this three-part video series, they talk about how far the firm has come, how the industry has changed and why they are so excited about the future.