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On the Phone

CONTACT US

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Working With You and For You!

Need more information or want to speak to one of our professionals? We're just a call or click away.

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PACIFIC NORTHWEST

Erik Copeland

Founding Partner

(206) 491-0275 mobile

10900 NE 4th Street #2300

Bellevue, WA 98004

Erik.Copeland@Meritagewia.com

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Emily Platts

Senior Administrative Officer

 (206) 643-9657 mobile

Emily.Platts@Meritagewia.com

SOUTHWEST

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Rick Stein, CLU, ChFC
Founding Partner
(602) 228-5775 mobile
Rick.Stein@Meritagewia.com


 

Rhonda Thompson

Sr. Administrative Officer

18291 N Pima Road

Suite 110-356

Scottsdale, AZ  85255

(480) 440-9802 mobile

Rhonda.Thompson@Meritagewia.com

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GULF COAST

Chuck Adam

Founding Partner

(281) 844-6656 mobile

Chuck.Adam@Meritagewia.com

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Wendy Hemenes

Sr. Administrative Officer

503 FM 359, Suite 130 - #267 

Richmond, TX  77406

(832) 757-5536 mobile

346.239.1795 fax

Wendy.Hemenes@Meritagewia.com

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NORTHEAST

Doug Dunne

Founding Partner

(516) 205-4491 mobile

Douglas.Dunne@Meritagewia.com

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ATLANTIC SEABOARD

Jorge Fuentes, CLU
Founding Partner
Office (703) 888-8993 
Mobile (301) 943-3979 
Fax (855)-462-3926 
Jorge.Fuentes@Meritagewia.com

 

Tina Edwards
Senior Administrative Officer

42020 Village Center Plaza

Suite 120-209

Stone Ridge, VA 20105

Fax (855)-462-3926

Tina.Edwards@Meritagewia.com

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SOUTHERN CALIFORNIA

Bill Fortner

Senior Vice President

Phone:  949.433.1063

Email:  bill.fortner@meritagewia.com

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PACIFIC NORTHWEST

Tom Bartley

Senior Vice President

Office:  503.265.8127

Cell: 503.803.0186

Email:  tbartley@meritagewia.com

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Securities offered through The Leaders Group, Inc. Member FINRA/SIPC 

26 W Dry Creek Circle, Suite 800, Littleton, CO 80120, 303-797-9080. 

Meritage WIA is not affiliated with The Leaders Group, Inc.

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** Retail securities products offered through USA Financial Securities LLC, member FINRA, member SIPC. Wholesale securities activities conducted through Saybrus Equity Services, LLC, member FINRA. In California, USA Financial dba USAFS Insurance Agency (CA License #0D26858).

 

In California, Meritage Wealth Insurance Advisors dba Meritage Wealth Insurance Agency (CA License #6001597).

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©2019 by Meritage Wealth Insurance Advisors. 

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Member of the Advantage Insurance Network (AIN)

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