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 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.

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.

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 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.

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 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.

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 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.

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.

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 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.

Ryan Sprayberry is a CFP® affiliated with Laird Norton Wetherby Wealth Management (LNW) in Seattle, WA. He has held roles at LNW since 2021 and previously worked at WaFd Bank and the YMCA. LNW provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm emphasizes strategic asset allocation, global diversification, and a core-satellite investment approach, offering integrated services that include financial and estate planning as well as trust services through its affiliates.

Jeffrey Sain is a CFP® professional with 15 years of experience in wealth management. He currently works at Laird Norton Wetherby Wealth Management, where he has been since 2025, following an 11-year tenure at LNW Wealth Management. Based in Seattle, WA, he focuses on financial planning and investment management. Laird Norton Wetherby Wealth Management provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities such as trusts and foundations. The firm emphasizes strategic asset allocation, global diversification, and a core-satellite investment approach, offering access to private funds and customized portfolio solutions.

Kate Morham is a CFP® professional with nine years of experience in financial advising. She is currently with Laird Norton Wetherby Wealth Management, LLC and previously worked at Wetherby Asset Management from 2014 to 2023. Based in Seattle, WA, she focuses on wealth management within a firm specializing in high-net-worth clients. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm offers customized investment policy statements, strategic asset allocation, and coordination with outside professionals to manage complex, multi-entity financial needs.

Samia Adlesh is a CFP® advisor at Laird Norton Wetherby Wealth Management (LNW) with three years of industry experience. Her prior work includes roles at Wetherby Asset Management and PricewaterhouseCoopers (PwC). LNW provides comprehensive wealth planning and investment management primarily to high-net-worth individuals and related entities. The firm emphasizes customized investment policy statements, strategic asset allocation, and a core-satellite approach incorporating active management, tax-aware strategies, and alternative investments.

Nathaniel Barnard is a CFA® charterholder and holds the Series 66 designation, with 10 years of industry experience. He currently works at Laird Norton Wetherby Wealth Management, LLC (LNW) and previously spent seven years with LNW Wealth Management, LLC. Laird Norton Wetherby Wealth Management provides comprehensive wealth planning and investment management primarily for high-net-worth individuals, families, and related entities such as trusts and foundations. The firm offers integrated services including financial and estate planning, emphasizes strategic asset allocation and global diversification, and sponsors private funds that provide client access to alternative strategies.

Carla Avendano is a financial advisor at LNW with six years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services and the Montgomery County Government State's Attorney's Office. 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 and a strategic asset-allocation approach that includes global diversification and active manager due diligence.

Angie Myers is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Laird Norton Wetherby Wealth Management (LNW) in Seattle, WA. Her prior experience includes roles at LNW Wealth Management and four years with Catholic Relief Services. LNW provides comprehensive wealth planning and investment management primarily for high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policy statements, strategic asset allocation, and a core-satellite approach incorporating active managers and alternative investments.

Lauren Wood is a CFP® with three years of industry experience, currently serving at Laird Norton Wetherby Wealth Management, LLC. She previously worked at Wetherby Asset Management for eight 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 emphasizes customized investment policy statements, strategic asset allocation, global diversification, and a core-satellite approach, including access to private funds and operational use of artificial intelligence.

Ronald Albahary is a financial advisor at Laird Norton Wetherby Wealth Management with eight years of industry experience. He holds the CFA® designation as well as Series 63 and Series 65 licenses. His work history includes roles at LNW Wealth Management, RGA Ventures Inc., Legacy Advisors LLC, Threshold Group, and SEI Investments Management Corp. Laird Norton Wetherby Wealth Management provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities such as trusts and foundations. The firm focuses on customized investment policy statements, strategic asset allocation, global diversification, and a core-satellite approach combining active management, tax-aware strategies, and alternative investments.

Kari Frink is a CFP® with 12 years of industry experience currently serving at LNW in Seattle, WA. Her prior roles include positions at Wells Fargo and Jordahl & Sliter Wealth Management Group, LLC. She is involved with LNW Wealth Management and Laird Norton Wealth Management through various transitions since 2019. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals and their related entities. The firm’s approach emphasizes customized investment policy statements, global diversification, active manager due diligence, and coordination with outside professionals to address complex, multi-entity financial needs.

Benjamin Andrew is a CFP® and holds a Series 65 license with six years of industry experience. He currently works at Laird Norton Wetherby Wealth Management, LLC, where he has been since 2025. His prior experience includes roles at LNW Wealth Management, LLC, Brighton Jones LLC, and WBC Financial. Laird Norton Wetherby Wealth Management provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm emphasizes strategic asset allocation, global diversification, and a core-satellite approach, offering integrated services including financial and estate planning and coordination with other advisors.

John Mell III is a CFP® and CFA® with 17 years of industry experience. He has worked at Laird Norton Wetherby Wealth Management, LLC since 2024 and was previously with Wetherby Asset Management from 2007 to 2023. He is based in Seattle, WA. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm focuses on customized investment policies, strategic asset allocation, and coordination with outside professionals to address complex financial needs.

Thomas Cranney III is a financial advisor with Laird Norton Wetherby Wealth Management (LNW) in Seattle, WA. He holds Series 65 and Series 66 licenses and has professional experience dating back to 2015 with roles at Wells Fargo Clearing and Wells Fargo Advisors before joining McCutchen Group LLC and subsequently LNW. Laird Norton Wetherby Wealth Management provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policy statements, strategic asset allocation, and diverse investment approaches including private funds and alternative investments.

Kristen Bauer is a financial advisor at Laird Norton Wetherby Wealth Management with 17 years of industry experience. She holds the PFS™ designation and Series 65 license. Her prior experience includes roles at The Threshold Group, Tiedemann Advisors, and LNW Wealth Management. Laird Norton Wetherby Wealth Management provides wealth planning and investment management services primarily to high-net-worth individuals, families, and related entities. The firm employs a core-satellite investment approach focused on strategic asset allocation, global diversification, and integrates active management with tax-aware and alternative investment strategies.

Thomas Petroff is a financial advisor with Laird Norton Wetherby Wealth Management (LNW) in Seattle, WA. He holds Series 63 and Series 65 licenses and has over 13 years of industry experience, including 12 years at The Agnew Company prior to joining LNW. LNW provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm employs a customized approach emphasizing strategic asset allocation, global diversification, and a core-satellite investment strategy that includes active management and alternative investments.

Dane Perrault is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity since 2011, progressing through roles as Investment Consultant and Financial Consultant. Prior to joining Fidelity, he worked as a Licensed Personal Banker at JPMorgan Chase from 2009 to 2011. In his current role, Dane focuses on helping clients and their families pursue their personal and financial goals through the development of holistic wealth plans. He partners with clients to navigate financial markets and supports them at various stages of life, emphasizing integrity, a disciplined approach, and leveraging the resources available at Fidelity. Outside of his professional responsibilities, Dane's personal interests include boating, fishing, fitness, football, golf, and skiing.

James Mahoney is a Series 65-licensed financial advisor at LNW with 19 years of industry experience. He has held positions at LNW Wealth Management, LLC, Filament, LLC, and currently 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 includes customized investment policy statements, strategic asset allocation with global diversification, and coordination with outside professionals to manage complex multi-entity financial needs.

Stephen Goodwin is a financial advisor at LNW with 23 years of industry experience. He holds a Series 66 designation and has worked at Laird Norton Wetherby Wealth Management, LNW Wealth Management, Laird Norton Wealth Management, and Filament, LLC. 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.

Diana Shiner is a financial advisor at LNW with a Series 65 credential and experience that includes roles at Key Private Bank and Cook & Bartlett, PLLC. She also manages Alpenglow Law, LLC, where she provides basic estate planning services to friends and family. LNW offers integrated wealth management and trust services primarily to high-net-worth individuals and families, combining investment management, wealth planning, and coordination with outside professionals to address complex multi-entity financial needs.

Ross Henry is a CFP® professional with 19 years of experience in wealth management. He has worked at LNW Wealth Management, LLC since 2006 and continues with Laird Norton Wetherby Wealth Management, LLC since 2025. He holds Series 63 and Series 65 licenses and is based in Seattle, WA. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policy statements, strategic asset allocation, and coordination with outside professionals to manage complex wealth needs.

Lee Norah Sanzo is a financial advisor at Laird Norton Wetherby Wealth Management with three years of industry experience. She holds a Series 65 designation and has previously worked at Wells Fargo Bank. LNW provides comprehensive wealth planning and investment management services primarily to high-net-worth individuals, families, and related entities. The firm emphasizes strategic asset allocation and global diversification through a core-satellite investment approach, incorporating active management, tax-aware strategies, and alternative investments.

Christopher Certo is a CFP® professional with 10 years of industry experience, currently advising at Laird Norton Wetherby Wealth Management (LNW) in Seattle, WA. His prior experience includes roles at Lake Street Advisors, Charles Schwab, Fidelity Brokerage Services, and Wayfair. LNW provides comprehensive 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 management, tax-aware strategies, and alternative investments.

William Mayer is a financial advisor at Laird Norton Wetherby Wealth Management (LNW) in Seattle, WA. He holds a Series 65 designation and has five years of industry experience, including prior roles at Northern Trust Asset Management and Brown Brothers Harriman & Co. LNW provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policy statements, strategic asset allocation, and offers access to private funds alongside integrated financial and estate planning services.

Susan Zurek is a financial advisor at LNW with 11 years of industry experience. She holds a Series 65 designation and has worked at LNW Wealth Management, LLC since 2014, continuing with Laird Norton Wetherby Wealth Management, LLC from 2025. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals and related entities, combining investment management, wealth planning, and coordination with outside professionals. The firm’s investment approach emphasizes customized policy statements, global diversification, active manager due diligence, and tailored portfolios that incorporate tax-aware decision making and alternative investments.

Rebecca Miles is a CFP® professional with 12 years of industry experience, currently serving at Laird Norton Wetherby Wealth Management (LNW) in Seattle, WA. Her prior roles include positions at Highland Private Wealth Management and SNW Asset Management, LLC. LNW provides comprehensive wealth planning and investment management services primarily to high-net-worth individuals, families, and related entities. The firm emphasizes customized investment strategies, including strategic asset allocation and global diversification, supported by discretionary portfolio management and the use of advanced tools such as financial modeling and artificial intelligence.

Matthew Boissoneault is a financial advisor with Laird Norton Wetherby Wealth Management (LNW) based in Seattle, WA. He holds a Series 65 designation and has been with LNW and its related entities since 2023. Prior to his financial advisory roles, he spent five years at Seattle University and was involved with Mercer Island Beach Club for four years. LNW provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities, emphasizing customized investment strategies, global diversification, and a core-satellite approach that includes both active and alternative investments.

Anne Winship is a financial advisor at Laird Norton Wetherby Wealth Management (LNW) in Seattle, WA, holding a Series 65 designation with two years of industry experience. She previously worked at Triune Financial Partners and has experience in construction and nonprofit employment. LNW provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm emphasizes customized investment strategies with strategic asset allocation, global diversification, and access to private funds, supported by integrated services including financial and estate planning.