Meridian Wealth Management Tucson Advisor & Staff Biographies

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

Schedule A Consultation

This field is for validation purposes and should be left unchanged.
Name(Required)
Select an office location from the dropdown.