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

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.

Hannah Ahmed

Hannah Ahmed

Wealth Advisor, CFP®, CDFA®

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/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

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

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

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.
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.

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.

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.

Mimi Solomon

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.

Eric Jonson

Matt Rudolf

Relationship Manager

Matt works with his clients to coordinate all aspects of their financial lives from unique investments to tax and estate planning. Matt spent much of his career as an active public market strategist and corporate banker and he loves to use this knowledge to benefit his clients.

Mimi Solomon

Scott Christensen

Associate Advisor

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.

Mimi Solomon

Jeff Barnett

Associate Advisor

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. 

Frank McLaughlin

Mike Ersser

Associate Advisor

Mike joined the Merriman team in October 2018. He graduated from the University of Washington with a bachelor’s degree in Business Administration in 2014, and previously worked in corporate finance and investment management.

Our Team in Eugene

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.

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.

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™.

Phuc Dang

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®

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

Using RSUs for Monthly Cash Flow

Do you know how to manage your RSUs, bonus and salary to cover your regular spending? It may be time to review how to strategize with income buckets and minimize taxes to strengthen your financial life.

Mega Backdoor Roth Explained!

Everyone thinks about saving for retirement, and not many people want to work forever. However, have you thought about the best way to save for the future? If you are setting aside the yearly max in your 401(k) and channeling extra savings to your brokerage, you might be missing out on powerful tax-advantaged saving opportunities.

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.