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Reyna M

Series 65

Seattle, WA

Focus Partners Wealth, LLC

Reyna Marks is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and one year of industry experience. Prior to joining Focus Partners Wealth, she worked at Merriman Wealth Management and held multiple roles at UsI Insurance Services. She also has experience working in various positions at the University of Washington and Nordstrom. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with multiple asset classes and specialty strategies.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Christopher W

CFP®, Series 65

Seattle, WA

Focus Partners Wealth, LLC

Christopher Waclawik is a CFP® with 12 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2025. He previously worked at Merriman Wealth Management, LLC from 2014 to 2025. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis with access to third-party managers and alternative strategies.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Paresh K

CFP®, Series 63, Series 66

Seattle, WA

Focus Partners Wealth, LLC

Paresh Kamdar is a CFP® professional with 24 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Merriman for 18 years. Focus Partners Wealth, LLC offers wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that integrates active and passive strategies within an enhanced open architecture framework and provides a wide range of financial and fiduciary services.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Sierra B

CFP®, Series 66

Seattle, WA

Focus Partners Wealth, LLC

Sierra Butler is a CFP® professional with eight years of industry experience, currently with Focus Partners Wealth, LLC since 2025. She previously worked at Merriman Wealth Management, LLC and Dimensional Fund Advisors. Focus Partners Wealth serves a wide range of clients including individuals, high-net-worth families, corporations, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis, and offers a variety of services such as investment management, financial counseling, and retirement plan fiduciary services.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Jennifer L

CFP®, CFA®, Series 66

Seattle, WA

Focus Partners Wealth, LLC

Jennifer Lee is a CFP® and CFA® credentialed financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. She previously worked at Merriman Wealth Management, LLC for six years and held positions at Avier Wealth Advisors and Edward Jones. Focus Partners Wealth serves a wide range of clients including individual, high-net-worth, family office, corporate, retirement plan, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture that incorporates fundamental and quantitative analysis alongside third-party managers and offers a variety of investment strategies and affiliated service companies.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Scott C

CFP®, Series 65

Seattle, WA

Focus Partners Wealth, LLC

Scott Christensen is a CFP® with seven years of industry experience and is currently affiliated with Focus Partners Wealth, LLC. Prior to joining Focus Partners Wealth in 2025, he worked at Merriman Wealth Management, LLC for six years. His earlier career includes roles in tax preparation and environmental services, as well as a five-year period at Brigham Young University. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within a tax- and fee-sensitive framework, offering a range of portfolio management, financial counseling, and fiduciary services.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Emily H

CFP®, Series 65, Series 63

Seattle, WA

Focus Partners Wealth, LLC

Emily Hengstler is a CFP® with six years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. She previously worked at Merriman Wealth Management and Coldstream Wealth Management. Outside of finance, Emily provides pet care services as a dog sitter. Focus Partners Wealth serves a diverse client base that includes individuals, family offices, corporations, and institutions, offering investment management, financial counseling, and a range of wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach combining fundamental and quantitative analysis with a broad network of affiliated service companies and product relationships.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Geoffrey C

CFP®, CFA®, Series 66

Seattle, WA

Focus Partners Wealth, LLC

Geoffrey Curran is a CFP®, CFA®, and Series 66-licensed advisor with 13 years of industry experience. He joined Focus Partners Wealth, LLC in 2025 after nine years at Merriman Wealth Management, LLC. Outside of his advisory role, he volunteers on the investment advisory committees for the Greater Tacoma Community Foundation and the Tacoma Employees Retirement System and also writes and self-publishes fiction as a hobby. Focus Partners Wealth serves a diverse client base, including individuals, families, corporate and institutional clients, offering investment management, financial counseling, family office, and retirement plan fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach featuring enhanced open architecture, combining fundamental and quantitative analysis along with consultant input and third-party managers when appropriate.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Jacob W

Series 65

Seattle, WA

Focus Partners Wealth, LLC

Jacob Wham is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at Merriman Wealth Management, where he spent 18 years. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Annika B

CFP®, Series 65

Seattle, WA

Focus Partners Wealth, LLC

Annika Brown is a CFP® professional affiliated with Focus Partners Wealth, LLC in Seattle, WA, with one year of industry experience. She previously worked at Merriman Wealth Management, LLC and LPL Financial, LLC, and spent two years at Brigham Young University - Idaho. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture and integrates a broad range of investment strategies alongside affiliated insurance, lending, and real-estate private fund solutions.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Charles J

CFP®, Series 65

Seattle, WA

Focus Partners Wealth, LLC

Charles Jones is a CFP® with two years of industry experience, currently an advisor at Focus Partners Wealth, LLC. He previously worked at Merriman Wealth Management and has held roles including teaching and grading asset management courses at the University of Washington. Jones balances his advisory work with academic involvement, assisting a finance professor by grading assignments for an asset management class. Focus Partners Wealth serves a diverse client base ranging from individuals to institutional investors, offering a suite of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis and collaborates with third-party managers across various asset classes.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Michelle G

CFP®

Seattle, WA

Focus Partners Wealth, LLC

Michelle Gruber is a CFP® professional with seven years of experience in financial advising. She is currently with Focus Partners Wealth, LLC and previously worked at Merriman Wealth Management, LLC and JNBA Financial Advisors Inc. Gruber serves as Program Director for the Financial Planning Association’s Puget Sound Chapter, providing educational and networking opportunities for financial planning professionals. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment strategy utilizing fundamental and quantitative analysis, offering a range of investment and wealth management services through an extensive network of affiliated service companies and product relationships.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Jeremy B

CFP®, CFA®, Series 65

Seattle, WA

Focus Partners Wealth, LLC

Jeremy Burger is a CFP®, CFA®, and holds a Series 65 license with 22 years of industry experience. He has been with Focus Partners Wealth, LLC since 2025 and previously worked at Merriman Wealth Management, LLC from 2014 to 2025. He also serves as a General Partner and committee member involved in the wind-down and liquidation of a private fund. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis, third-party managers, and a range of strategies across public and alternative investments.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Katherine H

CFP®, Series 66

Seattle, WA

Focus Partners Wealth, LLC

Katherine Hamel is a CFP® with seven years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. Her prior roles include positions at Merriman and Baird. Based in Seattle, WA, she holds the Series 66 designation. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, corporate and institutional clients, offering a wide range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with various investment strategies and maintains an extensive network of affiliated service companies and product relationships.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Jared E

CFP®, Series 63

Seattle, WA

Focus Partners Wealth, LLC

Jared Espinoza is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. His prior experience includes roles at Raymond James Financial Services, Northwestern Mutual Investment Services, Garrison Financial Group, and Fidelity Investments. Before entering the financial sector, he held various positions in the service and education industries. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies, and it offers a range of specialized services including portfolio management, financial counseling, and fiduciary consulting.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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