Meet the Wealth Advisors from each of our office locations
Our Wealth Advisors act as your personal financial guide, helping you make smart financial decisions so you can spend more time doing the things you love and ultimately live a fuller, richer life.
Our Team in Seattle
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
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
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
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.
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.
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.
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
Wealth Advisor, CFP®
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
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
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.
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.
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.
Our Team in Eugene
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.
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.
Sarah Kordon
Wealth Advisor, CFP®, CRPS®
Sarah is a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Plan Specialist with eighteen years of experience in financial services. She sits on the board for the local Financial Planning Association chapter and has a Bachelor of Science in Economics and Business from the University of Oregon.
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.
Our Team in Spokane
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™.
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.
Click here to request a meeting with a Merriman Advisor
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
Phone Scammers Are Out to Get Your Money
The telephone is still a very prominent entry point for scammers into your world. Here are some tips to protect yourself.
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...
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.