STABLER WEALTH MANAGEMENT
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    • Who We Are
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Our Team

At Stabler Wealth Management we have a dedicated team of experienced professionals here to serve you

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Dave Mantell, CFP®, CFA

Partner & Wealth Advisor

​Dave is a Partner and 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 had held finance positions at T-Mobile and Washington Mutual, in Seattle. Dave is a Certified Financial Planner®, a CFA charter holder, and earned a B.A. degree in Finance and Marketing from the University of Washington, Foster School of Business.

​Dave and his wife Greta live in Kirkland, along with their son Dawson. Dave enjoys biking and other outdoor activities and is an avid Seattle sports fan.

Todd Stabler, MBA

Partner & Wealth Advisor​

Todd Stabler, MBA, is the Founder and Managing Parter of Stabler Wealth Management. Todd earned his undergraduate degree from the University of Washington in 1976. He received a Master’s Degree in Finance in 1986 from Seattle University, writing his thesis on the Market & Mutual Funds. Todd began his investment career with Merrill Lynch in 1986 and continued with Shearson Lehman Brothers in 1988. In 1989 Todd founded the firm as an independent financial advisor. Over the past 35 years, Todd has helped many retired clients more effectively manage their investments and retirement plan.
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Todd and his wife Linda live in Bellevue. Todd enjoys skiing and fishing, as well as spending time with his two daughters, Morgan and Julia. 

Jamie O'Cain

Operations Manager

As the most experienced member of our support team, Jamie started working with Stabler Wealth Management in 1997. She works to build and maintain a healthy and stable experience for our clients, acting as a direct resource for client questions as well as overseeing the following services: 
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  • Account Updates (beneficiaries, address, income)
  • Distributions
  • Tax and Cost Basis Questions
  • Trade Execution
  • Tracking of all New Accounts
  • Account Transfers
  • Overall Office Management

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.
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Jamie@StablerWM.com

Carl Lindgren, CFP®

Wealth Advisor
Carl is a Wealth Advisor with Stabler Wealth Management. Prior to joining Stabler in 2022, Carl spent time at Laird Norton Wealth Management, and at 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, Carl enjoys riding his motorcycle, and lounging around with his dogs.
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Carl@StablerWM.com
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Sean O'Connor, CFP®

Wealth Advisor

​Sean is an associate with Stabler Wealth Management. Prior to joining us, Sean worked for Russell Investments as an analyst. Before Russell, Sean spent 4 years working 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.
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Sean is originally from New Jersey and currently lives in Green Lake, Seattle. Sean played basketball at his University. In addition to basketball, Sean enjoys snowboarding and exploring Washington's great outdoors.

Sean@StablerWM.com
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Morgan Grimes

Operations

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.
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  • 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.

Morgan@StablerWM.com
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Julia Stabler

Client Services Associate
Julia joined the team in 2022. Prior to joining Stabler Wealth Management, Julia worked in sales and customer service independently as well as for startup companies. Julia has obtained her Series 7 and 66 licenses, held through LPL Financial, and supports the team internally with a variety of tasks. 
 
  • Statement Updates
  • Client & Web Communications
  • Trade Confirmations
  • Analysis Projects
 
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. 


Julia@StablerWM.com
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Cindy Tilley

Front Desk Coordinator

Cindy jointed Stabler Wealth Management in 2020 as our front desk coordinator. Cindy handles our front desk reception duties, appointment scheduling, and client events and communications. 
  • Appointment Scheduling
  • Events and Client Communications
  • Online Account Access
  • Contact Information Changes

Cindy and her family moved to the Pacific Northwest in 2019 from Houston, Texas. Cindy enjoys baking and painting. 

Cindy@StablerWM.com

Location

Contact Us

(425) 646-6327
info@stablerwealthmanagement.com
Stabler Wealth Management
9 Lake Bellevue Drive #108
Bellevue, WA 98005


Directions:
  From I-405
  Take the NE 8th Street exit 13 (if coming from south take the 13B NE 8th East ramp)
  Merge onto NE 8th Street
  Move into the far left lane once you’ve crossed 116th Avenue
  Make a left turn at the stop light onto 120th Avenue NE
  Take the next left turn at the stop light (titled “Private Drive”) into the parking lot
  Go forward until the far end of the lot (can go no further)
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  Nine Lake Bellevue is the brown building at the end and on your right
(425) 646-6327
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Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.


Stabler Wealth Management. All rights reserved 2022. 
  • About Us
    • Who We Are
    • Team
    • LPL Advantage
    • Pricing
  • Our Services
    • Investment Management
    • Retirement & Financial Planning
    • Tax Planning
    • Estate Planning
    • Insurance Planning
  • Contact Us
  • INSIGHTS
  • Boeing
  • Client Login
    • LPL Login
    • Financial Plan Login