Mc Minnville, OR Office

Paul Queenan is a financial advisor at Mariner with a Series 65 designation and no prior industry experience. Before joining Mariner, he worked at Ohio State University for four years and Sycamore Community Schools for thirteen years. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party managers to implement customized portfolios and offers integrated tax and accounting services alongside traditional portfolio management.

Rebecca Farrish is a CFP® with three years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors. Her prior roles include positions at Cascadia Wealth Management and Umqua Bank. She serves as treasurer of Hopewell Community Church in Salem, Oregon. Mariner Wealth Advisors serves a diverse client base, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm combines internal research with third-party managers and provides a range of strategies and administrative solutions, including integrated tax services and a financial wellness platform for employer clients.

Wyatt Smith is a financial advisor at Mariner with a Series 65 designation and two years of industry experience. Prior to joining Mariner, he worked at Linfield University and Hazenberg Dairy Farms. He also serves as an assistant football coach at Linfield University, assisting with coaching the quarterbacks. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with integrated tax and accounting services uncommon for a firm of its size.

Kip Mechals is a financial advisor at Mariner with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Mariner Wealth Advisors since 2021. His prior roles include positions at Cascadia Advisory Services, Cetera Advisors, and Cascadia Wealth Management. He also teaches retirement preparation workshops through FMT Retirement Workshops in McMinnville, OR. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations, providing investment management, financial planning, retirement consulting, and access to third-party managers. The firm offers customized discretionary portfolios supported by an internal investment team and provides integrated tax, accounting, and family office services.