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 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.

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.

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.

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 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 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 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 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, 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 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.

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 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 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 takes great pride in making sure the client experience is an exceptional one. She assists our Eugene advisors in their daily business operations.

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™.

Drawing on more than 20 years of experience, Dave prides himself on providing the highest level of service and investment advice to our clients.