Meet Your Dedicated Team

Your Senior Investment Counselor is your primary point of contact at Fisher Investments. They will work in tandem with the rest of your service team to deliver a comprehensive and cohesive approach to addressing all of your wealth management needs.

Senior Investment Counselor David Tari

David Tari


Senior Investment Counselor


About David

David joined Fisher Investments in 2017. He has worked in the financial services industry since 2008, with experience as a financial advisor at Morgan Stanley and Bank of America. He earned a Bachelor of Business Administration in International Business from Pepperdine University.

Specialized Service Team

Your Senior Investment Counselor can connect you with the individuals below to address any needs you have. Click here to read more about our service structure and the resources available to you.

Meredith Ingle

Financial Planning Counselor

Meredith joined Fisher Investments in 2023 and has worked in the financial services industry for more than 5 years. Previously, she served high net worth clients at Goldman Sachs. Meredith has a Bachelor of Architecture from California Polytechnic State University and is currently pursuing her CFPยฎ professional designation.

Chandler McDonald

Estate Planning Professional

Chandler joined Fisher Investments in 2025. Previously, she practiced law in Oklahoma, specializing in estate planning, trust and estate administration, business succession and real estate transactions. She is a licensed attorney in Oklahoma and Texas. Chandler earned her JD from the University of North Carolina School of Law and holds a Bachelor of Arts in Journalism, Pre-Law from the University of Oklahoma.

Josh Whitmer

Portfolio Analyst

Josh joined Fisher Investments in 2018. In the Portfolio Evaluation Group, Josh specializes in personalized portfolio analysis and investment strategy recommendations.

Mendel Schwartz

Associate Investment Counselor

Mendel joined Fisher Investments in 2019. Before becoming an Associate Investment Counselor in 2021, he served as an Operations Associate. Mendel earned a Bachelor of Science in Business Administration from the University of Florida.

Blake Cherrington

Client Services Specialist

Blake joined Fisher Investments in 2024. He earned a Bachelor of Business Management with a minor in Innovation from the University of Florida.

Benjamin Olinger

Client Services Specialist

Ben joined Fisher Investments in 2023. He earned a Bachelor of Science in Marketing from Missouri State University.

Sara Nemetz

Client Services Specialist

Sara joined Fisher Investments in 2024. She earned a Bachelor of Arts in Spanish and Communications from the University of Wisconsin.