Comprehensive, holistic solutions for managing wealth, including portfolio management, financial and estate planning, tax preparation services, and consulting.

2009 GSBA Scholar Landon Tan is a trans-masculine Certified Financial Planner™ who brings philosophical and social justice nuance to the art of financial planning and investment management. Securities and Advisory Services offered through LPL Financial, a registered investment advisor. SIPC www.sipc.org

Merriman is a fee-only advisory firm offering a comprehensive approach to wealth management including investment management, tax planning, charitable giving, and estate planning.

First Vice President – Wealth Management MAKERS Class of 2021 The use of the CDFA® designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. CRC 3544300 04/2021

2005 President's Award 2009 Business Leader of the Year Award Financial Planning for all ages, Investments, College Savings, Stock Options and RSU experience