Professional Experience

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)