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
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.
Frank McLaughlin
Wealth Advisor, CFP®, CSRICTM
Frank joined the Merriman team in 2013. He is a CERTIFIED FINANCIAL PLANNER™ and Chartered SRI Counselor™ with a finance degree from Washington State University. His focus is helping families maximize retirement benefits and minimize taxes with strategies like Roth conversions and charitable giving.
Paige Lee
Wealth Advisor, CFA®, CFP®, CSRICTM
Paige is a CFA charterholder with majors in Finance and Psychology from Notre Dame. Paige has experience working with the tech community to leverage complex benefits, and is passionate about helping clients incorporate their values into their portfolios through Socially Responsible Investing.
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.
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.
Danielle Brandli
Wealth Advisor, CFP®
Lowell Parker
Wealth Advisor, CFP®
A CERTIFIED FINANCIAL PLANNER™, Lowell graduated from the University of Washington with a bachelor’s degree in economics. He helps technology professionals Invest Wisely so they can Live Fully.
Chris Waclawik
Wealth Advisor, AFC®, CFP®
Chris is a CERTIFIED FINANCIAL PLANNER™, and graduate of Missouri State University. Chris loves coming to work every day to help people find financial balance in their lives and the ability to live fully.
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.
Paresh Kamdar
Wealth Advisor, CFP®
Jeff Barnett
Wealth Advisor, CFP®
Jeff joined Merriman in 2018 with an eagerness to improve people’s lives and a curiosity for financial planning. Jeff applies his experience in academic research to digging into client issues and analyzing portfolios.
Mike Ersser
Wealth Advisor, CFP®
Mike is a CERTIFIED FINANCIAL PLANNER™ professional who joined Merriman in 2018. He has a BA in Business Administration from the University of Washington and previous experience in corporate finance and investment management. Mike is passionate about goal setting and helping clients live fully.
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.
Scott Christensen
Associate Advisor, CFP®
Scott is originally from Eastern Washington and joined the Merriman team in 2018. He received his Bachelor of Science from Brigham Young University-Idaho, where he majored in business management with an emphasis in finance.
Sierra Butler
Associate Advisor, CFP®, CSRICTM
Sierra is a CERTIFIED FINANCIAL PLANNER™ and a graduate of Arizona State University. Sierra’s passion is bringing clarity and peace of mind to families’ financial situations.
Michelle Lach
Associate Advisor, CFP®
Michelle is a CERTIFIED FINANCIAL PLANNER™ and native of Minnesota. She made the move to Seattle and joined Merriman in 2020, bringing her passion for helping clients and serving as a partner in their financial lives.
Matt Kelley
Associate Advisor
Matt joined Merriman in 2021, with prior experience in the financial planning industry. Matt is originally from Louisiana and earned his bachelor’s degree in Finance from Louisiana State University. He is currently working to complete the CERTIFIED FINANCIAL PLANNER™ program
Dan Hill
Associate Advisor
Originally from Orlando, Florida, Dan moved to Seattle to join the Merriman team in 2021. He earned a Master of Business Administration with a concentration in Finance and a Bachelor of Science degree from Georgetown University in Washington, DC.
Emily Hengstler
Associate Advisor
Emily is originally from the Pacific Northwest and graduated from the University of Washington with a degree in Economics. She has worked in the wealth management industry since 2018 and joined the Merriman team in 2022.
Our Team in Eugene
Aimee Butler
Wealth Advisor, CFP®
Aimee is aCERTIFIED 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 is President of the Mid-Oregon Financial Planning Association board and has a Bachelor of Science in Economics and Business from the University of Oregon.
Moorea Monaco
Associate Advisor, CFP®
Moorea joined the team in August of 2014. She earned her Bachelor’s degree in Planning, Public Policy & Management at the University of Oregon. She assists the Eugene advisors in their daily business operations and report preparation.
Our Team in Spokane
David Martin
Relationship Manager
Drawing on more than 20 years of experience, Dave prides himself on providing the highest level of service and investment advice to our clients.
Andrew Bloom
Portfolio Manager and Wealth Advisor, CFA®, CFP®
Andy is the Portfolio Manager for our Diversified Income Strategy and serves clients in an advisory capacity out of our Spokane office. In Diversified Income, he is responsible for the investment research, portfolio construction and asset allocation, trading, risk management, and day-to-day portfolio management.
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
Geoff Curran and Paige Lee Added to Merriman’s Investment Committee
Merriman Wealth Management, LLC, an independent wealth management firm with over $3.6 billion in assets under management, is pleased to announce the additions of Geoffrey Curran, CPA/ABV, CFA, CFP® and Paige Lee, CFA, CFP®, CSRICTM to the firm’s investment committee.
Should I Buy Solar for My House?
What is the cost of installing solar on my home, and when do I break even financially?
How to Report a Cash and Stock Merger on Your Tax Return
First: Congratulations on the successful merger of Kansas City Southern (KSU) and Canadian Pacific Railway (CP). Second: It’s no fun to receive a surprise tax bill related to the December 2021 merger, so we’ll try to outline the specifics.
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.
