You deserve a team of advisors that care About your next phase as much as you do.
At Stabler Wealth Management, we cater to working professionals and retirees who understand the value of a holistic, personalized approach to wealth management and financial planning.
Dave Mantell, CFP®, CFA
Managing Partner & Wealth Advisor
Dave Mantell, CFP®, CFA
Managing Partner & Wealth Advisor
Dave is the Managing Partner and a Wealth Advisor with Stabler Wealth Management. Prior to joining Stabler Wealth Management in 2017, Dave worked for BlackRock, serving as a Vice President on a portfolio management team located in New York City. Prior to BlackRock, Dave held finance positions at T-Mobile and Washington Mutual in Seattle.
Dave received a B.A. in Finance and Marketing from the University of Washington, Foster School of Business. He is a Certified Financial Planner® and a CFA charter holder. Dave also serves on the Board of the Financial Planning Association of Puget Sound as the Chair of the Pro Bono Program & Financial Literacy.
Dave and his wife Greta live in Kirkland, along with their two sons Dawson and Camden. Dave enjoys backpacking and is an avid Seattle sports fan.
Jamie O'Cain
Operations Manager
Jamie O'Cain
Operations Manager
Email: Jamie@StablerWM.com
As the most experienced member of our support team, Jamie started working with Stabler Wealth Management in 1997. As the Head of Operations at Stabler Wealth Management, Jamie is responsible for delivering an exceptional client experience, serving as a resource for all client questions. In this capacity, she works closely with our team of Advisors and operations associates to ensure a seamless experience for each client.
She handles our daily office management as well as overseeing the following services:
- Account Updates (beneficiaries, income, general inquiries)
- Money Movement
- Trade Execution
Jamie and her husband Ryan live in Kirkland with their three children Liam, Brady, and Sydney. When not in the office you can find her on various sports fields cheering on her kids.
Carl Lindgren, CFP®
Wealth Advisor
Carl Lindgren, CFP®
Wealth Advisor
Email: Carl@StablerWM.com
Carl is a Wealth Advisor with Stabler Wealth Management. Prior to joining Stabler in 2022, Carl spent time at Laird Norton Wealth Management and JPMorgan’s Private Bank in Seattle. Carl worked closely with clients to help them build and work towards achieving their financial plan. Carl is a Certified Financial Planner ®, and earned his Bachelor’s degree in Business Administration with an Accounting Focus, at the University of Washington.
Carl grew up in the Pacific Northwest, and now lives in Kent with his wife, Nicole. Outside of work, He enjoys riding his motorcycle and lounging around with his dogs.
Sean O'Connor, CFP®
Wealth Advisor
Sean O'Connor, CFP®
Wealth Advisor
Email: Sean@StablerWM.com
Sean is an associate with Stabler Wealth Management. Prior to joining us, Sean worked for Russell Investments as an analyst. Before Russell Investmentments, Sean worked at the Bank of Nova Scotia in New York City. Sean is a Certified Financial Planner® and has a Bachelor's degree in Business and Management from Rensselaer Polytechnic Institute.
Originally from New Jersey, Sean currently lives in Green Lake, Seattle. Sean played basketball at his university and now enjoys occasional pick-up games and winter snowboarding adventures in his free time.
Morgan Grimes
Operations
Morgan Grimes
Operations
Email: Morgan@StablerWM.com
Morgan returned to Stabler Wealth Management in 2017. Morgan helps facilitate the paperwork to process and setup accounts. When scheduling an appointment she’s researching and providing current information on your investments. Morgan also handles:
- New Account Paperwork
- Research
- Statement Updates
- Advisory and Account billing
Morgan and her husband Kevin live in Woodinville with their children Kendall, Ben, and Marcus.
Julia Block
Communications Coordinator
Julia Block
Communications Coordinator
Email: Julia@StablerWM.com
Julia joined the team in 2022 and holds her Series 7 and 66 licenses through LPL Financial. Prior to
joining Stabler Wealth Management, she worked in sales, marketing, and customer service. Julia oversees Stabler Wealth Management’s outreach communications, including:
- Events & Webinars
- Client Communications
- Email, Website, and Social Media
- Operational Support
Julia lives with her husband Eric and their Labrador puppy Otis in West Seattle. In her free time, you can find her on the golf course or practicing her swing at the range.
Janae Dowd
Front Desk Coordinator
Janae Dowd
Front Desk Coordinator
Janae joined Stabler Wealth Management in 2023 as our front desk coordinator. Janae handles our front desk reception duties, appointment scheduling, client events and communications.
- Appointment Scheduling
- Events and Client Communications
- Online Account Access
- Contact Information Changes
Janae and her husband Spencer recently moved to Renton from Oregon with their daughter Elani. When not in the office you can find Janae spending time with family, carving wood jewelry, making music, or training martial arts.
Todd Stabler, MBA
Emeritus Advisor
Todd Stabler, MBA
Emeritus Advisor
Todd founded Stabler Wealth Management in 1989. Todd has spent more than 35 years helping clients retire and manage their investment plans. Todd earned his undergraduate degree from the University of Washington and received his Master’s Degree in Finance from Seattle University.
Todd and his wife Linda live in Bellevue. He enjoys skiing and fishing, as well as spending time with his two daughters, Morgan and Julia.
Certified Financial Planner
In Business 35+ Years
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