Wealth Advisor, CFP®
Prior to joining us, Eric spent 16 years with Charles Schwab, a nationally based investment firm. During the last four years, he worked exclusively with private clients in that firm’s wealth management division.
A 1982 graduate of the University of Washington with a degree in business administration, Eric has over 30 years of financial services experience. He has a strong background in investments and financial planning and is a CERTIFIED FINANCIAL PLANNER™.
Eric lives in Seattle with his wife Roxane, son Kyle, and daughter Dylan. Spending time at the family cabin in the North Cascades is Eric’s favorite pastime.
When their grandchildren get older, my clients will often pose the question of how to help them out without just giving them money directly.
Taking control of your physical and mental health can help reduce your healthcare costs over the long-term, allowing you to use your retirement savings on other things you value.
Learn a bit about Merriman employees – what we do, why we’re here and what we enjoy!