Meet the Tucson Team
5210 E. Williams Circle, Ste. 820, Tucson, AZ 85711 | Office Phone: 520.719.1433 | Office Fax: 520.719.1436
Natalie Fernandez | Partner & President, Meridian Wealth Management West
Jake Blumenthal | Wealth Management Advisor & Portfolio Analyst
Angie Fernandez | Director of Advisor Transitions
Megan Grotkier, FPQP® | Executive Assistant
Shawn A. Best, M.S., CFP® | Senior Wealth Management Advisor
Bruce Ward, CFP® | Senior Wealth Management Advisor
Sergio V. Ortiz | Wealth Management Advisor
Roxy Borquez | Relationship Manager
Jessica Pacheco | Senior Relationship Manager
Bryce Coward, CFA, CFP® | Wealth Management Advisor, Director of Investments
Valerie Farris | Senior Relationship Manager
David Furmanski, CEPA®, CRPC® | Wealth Management Advisor
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