Advisors at this firm
Nayeli S
CFP®
Seattle, WA
LNW
Nayeli Sanchez is a CFP® professional with three years of industry experience, currently serving at Laird Norton Wetherby Wealth Management, LLC. Her prior roles include positions at Laird Norton Wealth Management, Edelman Financial Engines, and Viridian RIA LLC. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm focuses on customized investment policy statements, strategic asset allocation with global diversification, and coordination with outside professionals to address complex multi-entity financial needs.
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 seven years of industry experience, currently serving as a financial advisor at Laird Norton Wetherby Wealth Management LLC since 2017. Prior to joining LNW, he worked at Marin Financial Advisors, LLC and spent several years at Broad Run Highschool/Virginia Tech. 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 coordination with outside professionals to address complex, multi-entity financial needs.
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® with eight years of industry experience, currently serving as a financial advisor at LNW. She has held various roles within Wetherby Asset Management and Laird Norton Wetherby Wealth Management since 2015. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm employs a customized investment policy framework emphasizing global diversification, active manager due diligence, and tax-aware decision making, alongside coordinating with outside professionals to address complex financial needs.
Kirsten W
Series 65
Seattle, WA
LNW
Kirsten Wisdom is a financial advisor at LNW with a Series 65 credential and two years of industry experience. She has worked with Laird Norton Wetherby Wealth Management and LNW Wealth Management, as well as held prior roles at Virginia Mason Medical Center. Outside of her advisory work, she co-owns Beck Ranch, Inc., a family farm in Idaho, where she has served as Secretary and Treasurer since 2019. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and 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.
Debra K
CFP®
Seattle, WA
LNW
Debra Kuang is a CFP® professional with two years of industry experience, currently serving as an advisor at LNW. She has worked at Laird Norton Wetherby Wealth Management, LLC since 2024 and previously spent ten years at Wetherby Asset Management. 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 policies, strategic asset allocation, and coordination with outside professionals to address complex multi-entity financial needs.
Scott D
Series 65
Seattle, WA
LNW
Scott Dresser is a financial advisor at Laird Norton Wetherby Wealth Management (LNW) with one year of industry experience. He holds a Series 65 designation and has worked at LNW since 2022, including prior roles at Wetherby Asset Management from 2018 to 2022. 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, offering customized investment strategies that emphasize global diversification, active manager due diligence, and tax-aware decision making.
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 six years of industry experience. He has worked at Laird Norton Wetherby Wealth Management, LLC since 2023, following prior roles at Wetherby Asset Management and Financial Clarity Inc. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm emphasizes customized investment strategies, global diversification, and coordination with outside professionals to address complex, multi-entity financial needs.
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.