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Meet Our Partners & Advisors

Our team of advisors have more than 670 years of experience in the financial industry. At Meridian, we strive to foster a team culture built on sharing ideas and experiences to better serve our clients.

Gregory W. Couch | CEO & Founder

Natalie Fernandez | Partner & President, Meridian Wealth Management West

Barry Cooper, J.D. | Partner

Andrew Norden, AIF ® | Partner

Jacob Tamme, M.B.A. | Director, Sports & Entertainment Division

Thomas Poskin | Director of Investments

David Dowell | Senior Vice President

Justin Sautter | Senior Vice President

Suzanne Powell | Vice President

Matt Stockham | Director of Capital Markets

A.L. Kawaja | Wealth Management & Insurance Services Advisor

Leslie Rion | Wealth Management Advisor

Tyler Bailey | Senior Portfolio Manager

Quin Broadbent, CFP®, AIF® | Sr. Vice President & Wealth Management Advisor

Karen McIntyre, AIF® | Wealth Management Advisor

Tyler Montell | Institutional Advisor

Robert Bouhl | Wealth Management Advisor

Henry Lessner, CFP® | Wealth Management Advisor

David Furmanski, CEPA®, CRPC® | Wealth Management Advisor

Peter McFarland | Senior Portfolio Manager

Jeremy Chase, AAMS® | Senior Portfolio Manager

Lynne Witmer, CIS® | Wealth Management Advisor

Chris Powell | Wealth Management Advisor

Manita Moran, CFP®, CPA | Wealth Management Advisor

Carmen Hodnett, RICP®, ChFC | Wealth Management Advisor

Chris Reagan | Wealth Management Advisor

Mason Stockham | Wealth Management Advisor & Portfolio Analyst

Jake Blumenthal | Wealth Management Advisor & Portfolio Analyst

Shawn A. Best, M.S., CFP® | Senior Wealth Management Advisor

Bruce Ward, CFP® | Senior Wealth Management Advisor

David Lundgren | Senior Wealth Management Advisor

Chase Gelardi, CFP® | Wealth Management Advisor

Sergio V. Ortiz | Wealth Management Advisor

Bryce Coward, CFA, CFP® | Wealth Management Advisor, Director of Investments

Taylor Davis | Wealth Management Advisor

Shahmeen Khan, FPQP™ | Wealth Management Advisor

Andrew Marrs | Wealth Management Advisor

Vince Tran | Wealth Management Advisor

Joseph Mcfarland | Wealth Management Advisor

Jenna White | Wealth Management Advisor

Michael Burchett | Wealth Management Advisor

Richard Lyons | Wealth Management Advisor

Paul Hodge | Wealth Management Advisor

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Meridian Wealth Management, LLC
100 West Main Street, Suite 450
Lexington, KY 40507

CONTACT US

Lexington, KY: 859.543.4516

Tucson, AZ: 520.719.1433

The Villages, FL: 859.806.8368

Allen, TX: 214.644.2560

Upland, CA: 909.579.6470

Carmel, CA: 831.647.8445

Scottsdale, AZ: 602.562.8053

Mandeville, LA: 985.871.3656

Palm Beach Gardens, FL: 561.954.4767

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Advisory services offered through Meridian Wealth Management, LLC, a Registered Investment Advisor. Top RIA Firm is awarded by Forbes.com (Awarded Oct 2024) Data Compliance by Shook Research LLC based on the time period from 3/31/23-3/31/24.

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