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Nayeli S
CFP®
Seattle, WA
LNW
Nayeli Sanchez is a CFP® professional with four years of industry experience, currently serving at Laird Norton Wetherby Wealth Management, LLC in Seattle, WA. Her prior roles include positions at Edelman Financial Engines and Viridian RIA LLC. Laird Norton Wetherby Wealth Management provides wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm emphasizes customized investment strategies, global diversification, and a core-satellite approach that integrates active management, tax-aware implementation, and alternative investments.
Cody R
CFP®, Series 66
Seattle, WA
LNW
Cody Reaves is a CFP® and holds a Series 66 license, with six years of industry experience. He currently works at Laird Norton Wetherby Wealth Management, LLC and has previously been employed at Wells Fargo in various capacities. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm’s approach includes customized investment policies, strategic asset allocation, global diversification, active manager due diligence, and coordination with outside professionals to address complex financial needs.
Michael G
CFP®, Series 63, Series 65
San Francisco, CA
LNW
Michael Graziano is a CFP® with 22 years of industry experience, currently serving at LNW. He previously worked at Wetherby Asset Management for over two decades before joining LNW. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm combines investment management, wealth planning, and coordination with outside professionals to address complex, multi-entity financial needs through customized investment policies and a strategic asset-allocation framework.
Cassandra B
CFP®, Series 63, Series 65
Seattle, WA
LNW
Cassandra Brown is a CFP® with 14 years of experience in the financial advisory industry. She is currently with LNW, having previously worked at Highland Private Wealth Management, Cetera Advisor Networks, and Terry R Cole. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals and families, focusing on customized investment policy statements and strategic asset allocation with global diversification and active manager due diligence. The firm also offers coordinated wealth planning involving outside professionals and access to private investment strategies through affiliated trust companies.
Cameron R
CFP®
New York, NY
LNW
Cameron Ribler is a CFP® professional with eight years of industry experience, currently serving at Laird Norton Wetherby Wealth Management LLC since 2017. Prior to joining LNW, he worked at Marin Financial Advisors, LLC for one year. He is based in New York, NY. Laird Norton Wetherby Wealth Management provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm employs a strategic, diversified investment approach, including active management and alternative investments, and is notable for sponsoring private funds and maintaining institutional relationships that support client services.
David B
CFA®, Series 66
Seattle, WA
LNW
David Baker is a CFA® charterholder with 19 years of industry experience, currently serving as an advisor at LNW in Seattle, WA. His career includes roles at Laird Norton Wealth Management and LNW Wealth Management prior to his current position at Laird Norton Wetherby Wealth Management, LLC. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policies, strategic asset allocation, and coordination with outside professionals to address complex financial needs.
Mariel M
Series 66
Seattle, WA
LNW
Mariel Mendelsohn is a financial advisor at LNW with five years of industry experience. She holds a Series 66 designation and has worked at firms including Ameriprise and Northwestern Mutual. Mariel has been with Laird Norton Wetherby Wealth Management since 2024. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals and families, addressing complex multi-entity financial needs through coordinated investment management and wealth planning. The firm emphasizes customized investment policies, global diversification, and active manager due diligence, offering tailored solutions including tax-aware strategies and impact investing.
Megan T
CFP®, Series 65
New York, NY
LNW
Megan Tom is a CFP® and holds a Series 65 license with eight years of industry experience. She is currently with Laird Norton Wetherby Wealth Management, LLC, where she has worked since 2015 through its various business phases. Megan is based in New York, NY. Laird Norton Wetherby Wealth Management provides comprehensive wealth planning and investment management primarily to high-net-worth individuals and related entities. The firm emphasizes strategic asset allocation, global diversification, and a core-satellite investment approach, with capabilities in active management, tax-aware strategies, and access to private funds.
Kirsten W
Series 65
Seattle, WA
LNW
Kirsten Wisdom is a financial advisor at Laird Norton Wetherby Wealth Management with a Series 65 credential and three years of industry experience. She has served as Secretary and Treasurer of Beck Ranch, Inc., a family farm in Idaho, overseeing financial and administrative duties. LNW provides comprehensive wealth planning and investment management primarily to high-net-worth individuals and families, employing customized strategies that include strategic asset allocation, global diversification, and access to private investment funds.
Debra K
CFP®
Seattle, WA
LNW
Debra Kuang is a CFP® professional with three years of industry experience. She is currently an advisor at Laird Norton Wetherby Wealth Management, LLC, where she has worked for two years. Prior to that, she was with Wetherby Asset Management for ten years. Laird Norton Wetherby Wealth Management provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm employs a strategic asset allocation approach with global diversification and a core-satellite investment structure, incorporating active managers, tax-aware strategies, and alternative investments.
Scott D
Series 65
New York, NY
LNW
Scott Dresser is a financial advisor at Laird Norton Wetherby Wealth Management (LNW) based in New York, NY, holding a Series 65 designation with two years of industry experience. His prior experience includes four years at Wetherby Asset Management and multiple roles within the LNW organization since 2022. LNW provides wealth planning and investment management services primarily to high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policy statements, strategic asset allocation, global diversification, and a core-satellite approach incorporating active managers, tax-aware strategies, and alternative investments.
Penny B
Series 65
Seattle, WA
LNW
Penny Bunch is a Series 65-licensed financial advisor with 11 years of industry experience. She has been with LNW Wealth Management, LLC and its affiliated entities since 2014, currently serving at Laird Norton Wetherby Wealth Management, LLC. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm’s approach combines customized investment policy statements, global diversification, active manager due diligence, and coordination with outside professionals to address complex, multi-entity financial needs.
Kate D
CFP®, Series 65
Seattle, WA
LNW
Kate Donnelly is a CFP® and Series 65 licensed advisor with 13 years of industry experience. She currently works at LNW, having joined in 2021, and previously held roles at Tiedemann Advisors and Threshold Group. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm’s approach includes customized investment policy statements, strategic asset allocation with global diversification, active manager due diligence, and coordination with outside professionals to address complex, multi-entity financial needs.
Amin B
CFA®
San Francisco, CA
LNW
Amin Baradaran is a CFA® charterholder with seven years of industry experience. He has worked at Laird Norton Wetherby Wealth Management and its predecessor firms since 2018, and previously at Financial Clarity Inc. Laird Norton Wetherby Wealth Management provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm employs a customized investment approach emphasizing strategic asset allocation, global diversification, and a core-satellite method that incorporates active management, tax-aware strategies, and alternative investments.
Lauren M
CFP®, Series 65
Seattle, WA
LNW
Lauren Martin is a CFP® with 19 years of industry experience. She is currently with LNW, where she has worked since 2022, following prior roles at Wealthspire Advisors and Threshold Group, LLC. Lauren holds a Series 65 license and is based in Radnor, PA. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm’s approach includes customized investment policy statements, strategic asset allocation with global diversification, and coordination with outside professionals to address complex multi-entity financial needs.
Karen L
Series 65
San Francisco, CA
LNW
Karen Leech is a financial advisor at LNW with 23 years of industry experience. She holds a Series 65 designation and previously worked at Wetherby Asset Management for 22 years before joining Laird Norton Wetherby Wealth Management, LLC. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities, combining investment management, wealth planning, and coordination with outside professionals. The firm emphasizes customized investment policies, global diversification, active manager due diligence, and tax-aware strategies, and is known for its affiliated trust companies and private pooled vehicles that offer access to private investment strategies.
Matthew A
CFP®, Series 66
La Jolla, CA
LNW
Matthew Argyropoulos is a CFP® and Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Laird Norton Wetherby Wealth Management (LNW) and has worked there and its related entities since 2018. Prior to joining LNW, he spent two years at Morgan Stanley. Outside of his advisory roles, he was involved with MTA Baseball, LLC from 2016 to 2018. LNW provides wealth planning and investment management services primarily to high-net-worth individuals, families, and related entities such as trusts and charitable organizations. The firm emphasizes customized investment policies, strategic asset allocation, and integrates active management, tax-aware strategies, and alternative investments across multiple categories.
Monica P
CFP®, Series 66
Seattle, WA
LNW
Monica Padineant is a CFP® with 13 years of industry experience, currently serving as a financial advisor at LNW. She has worked with LNW Wealth Management since 2015, including its transition to Laird Norton Wetherby Wealth Management, LLC. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals and families, focusing on multi-entity financial needs through coordinated investment management, wealth planning, and collaboration with outside professionals. The firm emphasizes customized investment policies, global diversification, and active manager due diligence, while also offering access to private investment strategies and affiliated trust companies.
Carla W
Series 65
Seattle, WA
LNW
Carla Wigen is a financial advisor at LNW with seven years of industry experience. She holds a Series 65 designation and has worked at Wells Fargo Bank and LNW Wealth Management prior to her current role at Laird Norton Wetherby Wealth Management, LLC. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm combines investment management, wealth planning, and coordination with outside professionals, using a customized investment policy approach that emphasizes global diversification, active manager due diligence, and tax-aware decision making.
Jennifer C
CFA®
San Francisco, CA
LNW
Jennifer Chan is a CFA® charterholder with seven years of experience in wealth management. She has worked at Laird Norton Wetherby Wealth Management, LLC since 2024, following multiple roles at Wetherby Asset Management from 2016 to 2023. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policies, global diversification, and coordinated planning with outside professionals to address complex financial needs.
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