Executives Advisors Research Team Client Services Support Services Educators

Meet our Financial Advisors

One of the first people you’ll meet at Merriman is a financial 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.

Tyler Bartlett, ChFC, CFP®

tyler@merriman.com

Tyler is a Chartered Financial Consultant (ChFC) and a CERTIFIED FINANCIAL PLANNER™ professional (CFP®). He has often answered readers’ questions in the Ask Merriman section of our educational web site, FundAdvice.com. In 2008, he began leading our educational workshops: “Are You Ready to Retire?” and “Retirement Investing: What You Should Do Now.” Tyler was listed in Seattle Magazine as among "the best in client satisfaction wealth managers in the Seattle area" in 2007, 2008 and 2009. He has been quoted in the national media, including online at Bankrate.com and in the Chicago Tribune.

Tyler has a bachelor's degree in business administration from Seattle Pacific University and formerly supervised financial planning for American Express Financial Advisors. He has had his own financial planning practice and was most recently employed as a wealth planner for high-net-worth clients at U.S. Trust.

Tyler and his wife are licensed foster parents. When not working he enjoys golf, camping and spending as much time as he can with his wife and their two young children.

Jeremy Burger, CFA, CFP®

jeremy@merriman.com

Originally from Salem, Oregon, Jeremy is a CERTIFIED FINANCIAL PLANNER™ professional and is a CFA charterholder (Chartered Financial Analyst®). He is a graduate of Seattle Pacific University with a degree in business administration and a minor in economics. Jeremy contributes articles to our educational web site, FundAdvice.com, and has had his writing featured on IndexUniverse.com. Before joining Merriman he was a financial advisor and financial analyst at Synergy Financial Management, LLC. He is a member of the CFA Institute and of the CFA Society of Seattle.

IIn his free time, Jeremy enjoys hiking, snowboarding and spending time with his wife, friends and other family members.

Cheryl Curran, CFP®

cheryl@merriman.com

A CERTIFIED FINANCIAL PLANNER™ professional, Cheryl joined our firm in 1993 and was the company's first financial advisor outside the Merriman family. Cheryl holds a bachelor's degree in economics from the University of Washington and she has been quoted in the Seattle Times. In 2007, she was listed in Seattle Magazine as among the best personal wealth managers in the Seattle area and has written articles for FundAdvice.com as well as Index Universe.

Cheryl is an ardent college football fan. She loves to travel, swim, scuba dive, bike, read and spend time with friends and family.

Phuc Dang, CPA, CFP®

phuc@merriman.com

Phuc was born in Thailand but has lived in Seattle for over 29 years. He is a CERTIFIED FINANCIAL PLANNER™ in addition to being a Certified Public Accountant in the state of Washington. He graduated with honors from the University of Washington with a degree in business administration. He has over ten years of experience in the banking, accounting, and financial services industry. He continually draws on these different disciplines to help his clients achieve their financial goals.

He lives in Seattle with his partner and enjoys golfing, shooting pool, watching movies, and spending time with friends and family.

Eric Jonson

eric@merriman.com

Prior to joining us, Eric spent 16 years with Charles Schwab, a nationally based investment firm. During the last four years, he worked exclusively with private clients in that firm's wealth management division.

A 1982 graduate of the University of Washington with a degree in business administration, Eric has over 22 years of financial services experience. He has a strong background in investments and financial planning and is currently pursuing certification as a CERTIFIED FINANCIAL PLANNER™. Eric was listed in Seattle Magazine in 2008 and 2009 as being among "the best in client satisfaction wealth managers in the Seattle area."

Eric lives in Seattle with his wife, daughter, and son and enjoys golf and coaching youth baseball.

Paresh Kamdar, CFP®

paresh@merriman.com

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. Prior to that, he was a stockbroker for six years with Olde, now part of H&R Block Financial Advisors.

Paresh contributes articles to our educational web site, FundAdvice.com.

His interests include skiing, climbing and backpacking with his wife, Sibylle.

Lowell Lombardini-Parker

Support Advisor

lowell@merriman.com

Born and raised in Washington State, Lowell graduated from the University of Washington in 2006 with a bachelor's degree in economics. He is currently a candidate for CFP® certification and is the editor of 401khelp.com, one of our educational web sites. Lowell enjoys reading, playing the guitar, running and spending time with his wife and friends.

As a support advisor, Lowell works directly with our financial advisors and our client services team to help make sure our clients receive the best possible service. One of his main responsibilities is helping clients allocate their 401(k) and similar retirement accounts. He also is responsible for gathering and analyzing data and supporting our financial advisors.

Mark Metcalf

mark@merriman.com

Mark 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. Prior to joining our firm, Mark spent over 18 years with the Charles Schwab Corporation, including several years with Schwab's U.S. Trust subsidiary where he worked with high-net-worth clients.

Mark contributes articles to our educational web site, FundAdvice.com, and his writing also has been featured online at Morningstar and Advisor Perspectives.

Mark enjoys spending time with his wife as well as travel, reading, golf and enjoying the Pacific Northwest.

Elaine D. Scoggins, CFP®, ChFC

Client Experience Director

elaine@merriman.com

As a Client Experience Director for the advisors, Elaine works with our financial advisors to ensure that they have the tools and information they need in order to serve our clients well. She is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Consultant (ChFC).

Elaine joined our firm in 2006 after 20 years as a bank executive for Barnett Bank and Bank of America, followed by two years in her own fee-only investment advisory practice. She holds a bachelors degree in business administration and has been quoted frequently in the financial press, including The Wall Street Journal, The New York Times, Fortune, Money Magazine, Dow Jones Newswire and the Journal of Financial Planning. She contributes articles to national online and print publications including MarketWatch.

Elaine enjoys hiking, long distance swimming, skiing, traveling and spending time with friends and family. She has worked extensively as a volunteer teaching financial literacy to lower-income populations.

Aaron Spencer, CFP®

aaron@merriman.com

Aaron is a CERTIFIED FINANCIAL PLANNER;™ who came to us from U.S. Bancorp, where he worked for seven years as a financial specialist. He graduated from the University of Washington with 2 bachelor degrees: one in economics and one in Germanics. Aaron writes and contributes articles to our educational website, FundAdvice.com. He is also a member of the Financial Planning Association (FPA).

Aaron enjoys playing tennis as well as growing bonsai and orchids at his home in Duvall. He is fluent in German, a language and culture he is teaching his wife and their children.

Laura Wood, ChFC, CASL

laura@merriman.com

Laura holds a bachelor's degree in business administration from the University of Washington Business School. She ran an independent financial planning practice for more than four years before she joined us in 2006.

She is a Chartered Financial Consultant (ChFC) and a Chartered Advisor for Senior Living (CASL). Laura is currently pursuing certification as a CERTIFIED FINANCIAL PLANNER™.

Laura was listed in Seattle Magazine in 2008 and 2009 as among "the best in client satisfaction wealth managers in the Seattle area." She has also written and contributed to several articles featured on FundAdvice.com.

In her free time, Laura enjoys riding and training her horse for equestrian events as well as travel, reading and spending time with family and friends. She lives in Kirkland.

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.

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