“What gets you out of bed in the morning?”
“What gets you out of bed in the morning?”
OUR TEAM
Intellectual capital, experience and a thoughtful approach
Customized experience and service that make a difference in your life.
Market complexity and volatility require the guidance of an exceptional, independent financial advisory practice, one with a holistic approach to wealth management.
With nearly 100 years of combined experience, Meridian Wealth Management’s team delivers experience and exceptional service in a way that makes a difference in your life. We help define your life goals, establish the right financial plan, and provide strategies focused on your unique needs and objectives. We’re passionate about our work and our clients, and committed to helping you build, manage and preserve your wealth.
Professional Experience
As Chief Executive Officer and Founding Partner of Meridian Wealth Management, Dave has more than 35 years of direct asset management experience. He specializes in structuring customized investment portfolios for individual investors. Consistency of returns, prudent risk management and broad diversification across complimentary asset classes are key considerations in his process.
Dave is a Colorado native and graduate of CU Leeds School of Business. He is a husband of more than 35 years and the father of two incredible daughters.
Professional Designations and Registrations
- Registered Securities Principal* (Series 24)
- Registered Investment Advisor Representative with Meridian Wealth Management (Series 65)
- Registered Securities Representative* (Series 7)
*Securities registrations held with LPL Financial.
Professional and Community Affiliations
- Member of LPL Financial’s Chairman’s Club , 2006-2022, representing the top 4% of LPL Financial’s over 18,000 advisors.*
** Based on annual production.
Professional Experience
Co-founder and Managing Partner of Meridian Wealth Management, Tanya is a knowledgeable professional and CFP® practitioner with more than 24 years experience in the field with large investment firms such as Janus and Wells Fargo. Known for highly personalized service and objective investment guidance, she uses asset class diversification and retirement income strategies that seek to help individuals and families build, manage and preserve wealth.
Tanya lives in Denver, CO. She enjoys traveling, biking, hiking, skiing, the opera, great food and spending quality time with friends and family.
Professional Designations and Registrations
- CFP® practitioner
- Registered Securities Principal* (Series 24)
- Investment Advisor Representative with Meridian Wealth Management (Series 65)
- Registered Securities Representative* (Series 7)
- Uniform Securities Agent State Law* (Series 63)
- Licensed Life/Health Insurance Producer
- Certified in Long Term Care Planning
* Securities registrations held through LPL Financial
Professional and Social Affiliations
- Financial Planning Association (Member)
- Smith College Club of Colorado Board of Directors (Treasurer)
Professional Experience
As Founding Partner of Meridian Wealth Management and a CFP® professional, Chip specializes in family wealth planning, retirement income planning and asset management. Through a goals-based investment approach and the Wealth Vision™ planning process, he helps clients make better decisions when accumulating wealth, managing risk or planning for retirement.
Chip has been entrusted with managing client assets and navigating the markets for 25 years. He began his career as a Financial Advisor with Morgan Stanley. He later worked in the Private Client Group of Wells Fargo Bank assisting corporate executives, business owners and high net-worth families.
Chip and his family live in Littleton, CO but you will find them skiing, golfing and hiking all over the state.
Professional Designations and Registrations
- CFP® professional
- Investment Advisor Representative with Meridian Wealth Management (Series 65)
- Registered Securities Principal* (Series 24)
- Registered Securities Representative* (Series 7)
- Uniform Securities Agent State Law* (Series 63)
- Licensed Insurance Producer
*Securities registrations held through LPL Financial
Professional and Community Affiliations
- Member of LPL Financial’s 2024 Masters Club*
- National Sports Center for the Disabled (NSCD)
- Director of Puksta Foundation
*Achievement based on annual production among LPL-affiliated investment programs only.
Client Testimonials
“Hi Chip, I hope this note finds you and your family doing well. My sincere thanks for the beautiful flowers and gift. It was such a kind gesture to recognize my retirement. More importantly, I am so grateful for all you have done in guiding my family’s investments through the years. It is truly thanks to you that we are in a position for me to retire. I will forever be grateful to you for all you have done for us! With kind regards, KP“
Professional Experience
As Managing Partner at Meridian and a CFP® professional, Rich specializes in family wealth planning and asset management. He has more than 22 years of experience directly managing assets for individuals and institutions.
Rich grew up in Colorado and currently lives in Erie with his wife Kim and two wonderful children Ben and Hailey. He enjoys golf, tennis and skiing with his family in Winter Park.
Professional Designations and Registrations
- CFP® professional
- Investment Advisor Representative with Meridian Wealth Management (Series 65)
- Registered Securities Representative* (Series 7)
- Uniform Securities Agent State Law (Series 63)
- Licensed Life/Health Insurance
*Securities registrations held through LPL Financial
Professional and Social Affiliations
- Member of LPL Financial’s Chairman’s Club (2011, 2013, 2014, 2015, 2016) representing the top 6% of LPL Financials over 16,000 financial advisors*
- Financial Planning Association Member
*Based on annual production.
Support Staff
Stacey Muniz
LPL Registered Assistant
Boulder, CO
Investment Advisor Representative (Series65)
Registered Securities Representative* (Series7)
Uniform Securities Agent State Law* (Series 63)
*Securities registrations held through LPL Financial
Alexandra “Lexy” Wardell
Client Services Manager
Denver (DTC), CO
Investment Advisor Representative (Series65)
Registered Securities Representative* (Series7)
Uniform Securities Agent State Law* (Series 63)
*Securities registrations held through LPL Financial
Are you ready to pursue your best life?