Geoffrey Curran, CPA, CFA, CFP®, serves as a Principal and Wealth Advisor at Merriman Wealth Management, LLC. With a solid background in finance, Geoffrey has held roles such as Investment Consultant at TD Ameritrade and Investment Analyst at Hamilton Financial Partners. Previous experience includes a Private Equity Internship at Mainsail Partners and an Investment Analyst Intern position at Gregory W Group. Educational achievements include a Bachelor's Degree in Finance and Accounting from The University of Tulsa and further studies at the Quantic School of Business and Technology from 2019 to 2020.
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