Our Team

At Stabler Wealth Management we have a dedicated team of experienced professionals here to serve you. Combined, our team has nearly 70 years of experience with the firm and holds advanced credentials in business and finance.

Todd Stabler, MBA

Founder & Managing Partner
Senior Financial 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 and established his independent affiliation with KMS Financial Services, Inc. Over the past 25 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. 

Dave Mantell, CFP®, CFA

Partner
Senior Financial Advisor

​Dave is a financial advisor with Stabler Wealth Management. Dave has more than a decade of experience working in the finance industry. Prior to joining Stabler Wealth Management in 2017, Dave worked for BlackRock, serving as a Vice President on an institutional 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 two dogs. Dave enjoys biking and other outdoor activities and is an avid Seattle sports fan.

Sean O'Connor

Associate

​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 has a Bachelor's degree in Business and Management from Rensselaer Polytechnic Institute.

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@StablerWealthManagement.com

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@StablerWealthManagement.com

Martha Aandal

Operations

Martha has been part of our team since 2004. Martha is always happy to assist you and direct you to the proper associate or help you with various account questions. Martha is also the main point of contact for online access, providing quick and easy support for our clients. You might also hear from Martha as she manages the scheduling of all appointments.

  • Online Account Access
  • Contact Information Changes
  • Appointment scheduling
  • Trades
 
Martha and her husband Erik live in Bothell where she enjoys gardening. Martha also loves spending time at the ocean with her family and friends

Martha@StablerWealthManagement.com

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.
 
  • New Account Paperwork
  • Research
  • Statement Updates
  • Advisory and Account billing
  • Communications Coordinator

Morgan and her husband Kevin live in Woodinville with their young daughter Kendall. 

Morgan@StablerWealthManagement.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)
​  Nine Lake Bellevue is the brown building at the end and on your right
(425) 646-6327
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Advisory services and securities offered by R. Todd Stabler and David Mantell through KMS Financial Services, Inc., Member FINRA & SIPC and an SEC Registered Investment Advisor. Stabler Wealth Management is not a registered broker/dealer or investment advisor. The services mentioned are not available in all states, eligible states may be confirmed by our staff.  This site may contain links to articles or other information that may be contained on a third-party website, which KMS Financial Services does not control, adopt, or endorse.

Stabler Wealth Management. All rights reserved 2020.