Chief Executive Officer, CFA, CFP®
As CEO, Jeremy manages the firm, overseeing everything we do and focusing on the development and well-being of our clients, employees and our office. His efforts ensure we have the right talent and resources in place to help our clients LIVE FULLY and provide peace of mind throughout their financial lives.
Kristi de Grys
Chief Operating, Investment, and Compliance Officer
As Chief Operating and Investment Officer, Kristi is responsible for the firm’s investment offerings, client service, and operations. She and her team are focused on delivering ever greater value to our clients through outstanding service, diversified investment offerings, and easy-to-use technology.
Director of Wealth Management, AEP®, AIF®, AWMA®, ChFC®, CFP®
Tyler has been working with clients as an advisor for over 20 years and now helps our advising team so they can deliver the planning, guidance and support to their clients throughout their entire financial journey.
In 2013, former leaders of Merriman participated in a special 30-year anniversary dinner celebrating the history of the Merriman firm. Founder Paul Merriman, and his son and former CEO Jeff Merriman-Cohen, joined some of the longest-tenured employees of the firm to sit down and talk about how far the firm has come, how the industry has changed and why they are so excited about the future.