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®
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.
Paige Lee
Wealth Advisor, CFA
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.
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.
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.
Danielle Brandli
Wealth Advisor, CFP®
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
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.
Paresh Kamdar
Wealth Advisor, CFP®
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.
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.
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.
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.
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.
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.
Shayar Vakil-Gilani
Associate Advisor
Shayar joined Merriman in October of 2019. Originally from Iran, he graduated in 2017 from the University of Oregon with a Bachelor of Science degree in Business Administration.
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 is President-Elect for the Mid-Oregon Financial Planning Association board and has a Bachelor of Science in Economics and Business from the University of Oregon.
Matt Mathiesen
Associate Advisor
Matt’s passion for educating and planning for client goals such as retirement, education, and home purchases are paired with his knowledge of financial strategies and tools.
Our Team in Spokane
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.
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.
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
I’m Planning to Leave Assets to Charity – How Does the SECURE Act Change That?
In my estate plan, I’m planning to leave some of my assets to charity. What should I be mindful of with the passage of the SECURE Act?
Should I Do a Roth Conversion?
The answer is “maybe.” Unfortunately, there isn’t a simple rule of thumb that applies to everyone, but here are the most common reasons you might want to do a Roth conversion.
Things to Remember Around Tax Time if You’ve Made a Qualified Charitable Distribution
If you gave part or all of your required minimum distribution directly to a charity through making a QCD (qualified charitable distribution), here are some tips to make sure you’re reporting it correctly on your taxes.
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.
