“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 over 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.
Tanya Mathews is a founding partner of Meridian Wealth Management and a CFP® professional and CDFA® professional with over 30 years of experience in comprehensive wealth planning and asset management. She specializes in helping clients define and pursue their financial goals through thoughtful, personalized strategies.
Recognized for her integrity and client-first philosophy, Tanya works closely with individuals, families, and executives to navigate complex financial decisions and build lasting legacies. Her collaborative, team-based approach focuses on customized solutions that address risk management, asset class diversification, and tax-efficient retirement income planning strategies.
After graduating from Smith College, she began her career in Denver, CO at Janus Henderson Investors (formerly Janus), and she later worked in the Private Client Services Group at Wells Fargo Bank, advising high-net-worth clients on investment management and long-term wealth planning.
Tanya and her family live in Denver, CO. She enjoys traveling, biking, hiking, skiing, opera, great food and spending quality time with friends and family.
Professional Designations and Registrations
- Certified Financial Planner® professional
- Certified Divorce Financial Analyst® professional
- 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)
“Tanya, thank you for the time you spent with us last evening. You have been monumental in helping us achieve financial wealth as we have grown into our retired lives. We could not have been where we are today without you. But more importantly, is the friendship that has grown over the past 30 plus years. It is very meaningful for us. – Jack and Diane K.“
Professional Experience
As Founding Partner of Meridian Wealth Management and a CFP® professional and CDFA® 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 30 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 Bow Mar, CO but you will find them skiing, golfing and exploring all over the state.
Professional Designations and Registrations
- Certified Financial Planner® professional
- Certified Divorce Financial Analyst® 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“
“Chip, we would like to take a moment to thank you for all you have done and helped us with.
You came into our lives seven years ago. You helped me, [Lori], with my inheritance. My parents had entrusted their finances with you, which then I got you to help me. We are so grateful we turned our 401K’s over to you. You are always in touch with us and keep us up on what’s best for us whether we are withdrawing money or when we worry with what’s going on in the market.
Thanks again, we can’t tell you how much we appreciate you and Lexy for all you do – Michael and Lori R.“
Professional Experience
Rich is a Managing Partner and CFP® professional with over 27 years of experience managing investment portfolios for individuals and institutions. Rich specializes in working with high-net-worth families to design customized wealth management strategies that balance growth, preservation, and legacy planning strategies.
Rich raised his children in Colorado and currently lives in Erie with his wife Kim and dog Milo. When not working you’ll probably find Rich playing tennis, pickleball, golf or skiing.
Professional Designations and Registrations
- CFP® professional
- LPL 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 Chairman’s Club (2011, 2013, 2014, 2015, 2016) representing the top 4% of LPL Financial.*
- Financial Planning Association Member
*Based on annual production.
Financial Planner, LPL Financial
Professional Experience
As the Director of Financial Planning at Meridian Wealth Management and a CFP® professional, Lars helps families develop and implement comprehensive financial plans tailored to their goals.
His areas of expertise include retirement income strategies, tax-efficient planning, executive and equity compensation, and the coordination of investment, estate, and risk management strategies.
After graduating from Gonzaga University, Lars served in various financial planning roles before joining Meridian Wealth Management in 2026. Most recently, he worked at Parcion Private Wealth, advising ultra-high-net-worth families on complex financial decisions.
Lars lives in Denver, Colorado, and enjoys skiing, cycling, and hiking with his dog, Homer.
Professional Designations and Registrations
- Certified Financial Planner® professional
- Investment Advisor Representative* (Series 65)
- Registered Securities Representative* (Series 7)
- Uniform Securities Agent State Law* (Series 63)
*Held through LPL Financial
Associate Wealth Manager
Vince Palisi is an Associate Wealth Manager in Meridian’s Denver Tech Center office. He works alongside Chip and Lexy to support clients and help deliver thoughtful, personalized wealth management solutions. A proud University of Missouri alumnus, Vince earned his degree in Finance and developed a passion for financial planning during his time in college.
Vince brings an energetic and personable approach to his work, with a genuine interest in getting to know clients and building strong relationships. He enjoys working with people, learning from those around him, and continuing to develop his knowledge and experience in the industry.
Outside of the office, Vince enjoys spending time outdoors, skiing, fly fishing, and staying active. He is committed to continuing his professional development and building a career in wealth management.
Professional Designations and Registrations
- Securities Industry Essentials (SIE)
- Registered Securities Representative* (Series 7)
- Uniform Combined State Law* (Series 66)
*Securities registrations held through LPL Financial
Support Staff
720-274-1656, option 4
Client Services Manager
Boulder, CO
Stacey received her Bachelor of Science degree in Business from Montana State University. She also holds her FINRA Series 7, Series 65 and Series 63 licenses through LPL Financial and brings over 30 years of financial industry experience. Stacey has been a member of the Meridian team since its inception.
Stacey lives in Broomfield with her husband Eric. She is a proud mom to two amazing kids, Donovan and Lauren. With her son on the west coast and her daughter on the east coast, she is always up for a coastal visit.
Professional Designations and Registrations
- Investment Advisor Representative (Series65)
- Registered Securities Representative* (Series7)
- Uniform Securities Agent State Law* (Series 63)
*Securities registrations held through LPL Financial
720-653-3564, option 2
Denver (DTC), CO
Professional Experience
Lexy works alongside Chip in the Denver Tech Center where she shoulders all operational and administrative aspects of the practice, ensuring everything runs seamlessly for clients and the team. She holds FINRA Series 7, 63 and 65 licenses and brings over 13 years of financial industry experience. Lexy began her career at Charles Schwab, where she developed a strong foundation in client service and operations
Lexy lives in Parker with her husband Ryan, along with their dog Kora and 2 cats (Sugar and Teddy). Outside of work, she coaches kickboxing, enjoys hiking Colorado’s trails, tends to her garden, and can often be found tinkering with vintage cars.
Professional Designations and Registrations
- Investment Advisor Representative (Series65)
- Registered Securities Representative* (Series7)
- Uniform Securities Agent State Law* (Series 63)
- Colorado Notary Public
*Securities registrations held through LPL Financial
Mahyn Mata
720-274-1656, option 5
Client Services Associate
Boulder, CO
Mahyn works alongside Tanya as a Client Service Associate in Meridian’s Boulder office. She is dedicated to ensuring every client interaction is smooth, informative, and completely personalized.
In addition to her operations and administrative responsibilities, Mahyn focuses on the client experience by supporting projects that improve communication, streamline processes, and help elevate all aspects of client engagement.
Mahyn is originally from Chicagoland. Shortly after graduating from Loyola University Chicago’s Quinlan School of Business she moved to Aspen where she spent several years in nonprofit management before settling in the Boulder area.
Outside the office, Mahyn enjoys trail running, reading, biking, golfing, camping, and exploring new experiences on the Front Range.
Professional Designations and Registrations
- Securities Industry Essentials (SIE)
- General Securities Representative (Series 7)
- Uniform Combined State Law (Series 66)
*Securities registrations held through LPL Financial
Are you ready to pursue your best life?