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.

David B. Hansen

Professional Experience

As Chief Executive Officer and Founding Partner of Meridian Wealth Management, Dave has more than 30 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 30 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, 2006-2016, representing the top 6% of LPL Financial’s over 14,000 financial advisors.*

** Based on annual production.

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Tanya R. Mathews, CFP®

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)
  • Boulder County AIDS Project Board of Directors (Member)

 

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Richard “Chip” Mower, CFP®

 

 

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 in confidence for more than 22 years. He began his career as a Financial Advisor with Morgan Stanley. He later worked as a Financial Consultant in the Private Client Group of Wells Fargo Bank assisting corporate executives, business owners and high net-worth families.

You can find Chip skiing, golfing and biking all over Colorado.

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

  • National Sports Center for the Disabled (NSCD)
  • Director of Puksta Foundation
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Rich Weintraub, CFP®

Professional Experience

As Managing Partner at Meridian and a CFP® professional, Rich specializes in family wealth planning and asset management. He has more than 20 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)
  • 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 14,000 financial advisors*

 

*Based on annual production.

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Are you ready to pursue your best life?