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.

Frank McLaughlin

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.

Lowell Parker

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.

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.

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.

Michael Van Sant

Michael Van Sant

Wealth Advisor, CFP®, CSRICTM

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

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.

Paresh Kamdar

Danielle Brandli

Wealth Advisor, CFP®
Danielle is a CERTIFIED FINANCIAL PLANNER™ professional who has worked in the financial planning industry since 2015 and joined the Merriman team in 2020. Her education, understanding of personal finances, and passion for helping others drew her to a career in financial planning. 
Chris Waclawik

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

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

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.
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.

Mimi Solomon

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.

Frank McLaughlin

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.

Sierra Butler

Sierra Butler

Associate AdvisorCFP®, 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.

Mimi Solomon

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.

Mimi Solomon

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.

Mimi Solomon

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

Mimi Solomon

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.

Our Team in Eugene

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 of the Mid-Oregon Financial Planning Association board and has a Bachelor of Science in Economics and Business from the University of Oregon.

Charlene Carter

Moorea Monaco

Associate Advisor

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

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.

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.

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

Navigating Healthcare Options

Navigating Healthcare Options

One subject that continually comes up is healthcare. How will I be able to afford healthcare? Should I work until age 65 so that I qualify for Medicare? Learn how to evaluate the options.

Why Diversification Matters

Why Diversification Matters

Wealth can be built with concentration, but it should be protected with diversification. Discover why a realistic investment philosophy should be built with planning at its core.

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.