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 three sons Dawson, Camden and Levi. 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. With two in college and their youngest close behind, she spends her free time hiking the Pacific Northwest, volunteering with Hopelink, and cheering on her kids at their sporting events.
Carl Lindgren, CFP®
Director of Financial Planning & Wealth Advisor
Carl Lindgren, CFP®
Director of Financial Planning & Wealth Advisor
Email: Carl@StablerWM.com
Carl is the Director of Financial Planning and a Wealth Advisor with Stabler Wealth Management. In addition to advising his own clients, Carl also works to ensure that all clients of Stabler WM receive consistent and high-quality advice by overseeing our financial planning strategies. Prior to joining Stabler in 2022, Carl worked closely with clients at Laird Norton Wealth Management and J.P. Morgan’s Private Bank in Seattle. 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 he and his wife, Nicole, now live in Kent with their son, Henry. Outside of work, Carl enjoys golfing, riding his motorcycle, and traveling with friends and family.
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.
Sara Emru, CFP®
Wealth Advisor
Sara Emru, CFP®
Wealth Advisor
Sara joined our advising team in 2024, bringing five years of experience from Tamarac, a leading portfolio reporting software firm serving Registered Investment Advisors. During her time there, she gained a deep understanding of the financial planning industry and discovered a strong passion for directly supporting clients like ours.
Sara is a Certified Financial Planner® and graduated from the University of Washington in 2019 with a Bachelors in Business-Accounting. She resides in Seattle, and in her free time she enjoys biking and writing.
Jennifer Mellish
Operations
Jennifer Mellish
Operations
Jennifer Mellish became a part of the Stabler Wealth Management Team in October 2024. Jennifer is responsible for facilitating the paperwork required to process and set up accounts. Additionally, Jennifer conducts research and provides up-to-date information on investments. Jennifer's areas of expertise include:
- New Account Paperwork
- Special Projects
- Advisory Services
Jennifer grew up in the Pacific Northwest and now lives in Renton with her husband Rich. Their two sons Ty and Ryan are now adults, so she is enjoying more time to pursue her jazz singing interests within the local music community.
Julia Block
Marketing Specialist
Julia Block
Marketing Specialist
Email: Julia@StablerWM.com
Julia is the Marketing Specialist at Stabler Wealth Management. She oversees client communications, coordinates all client events and webinars, and manages the firm's website and social media presence. Through her creative and client-focused approach, Julia helps strengthen relationships and enhance the overall client experience. Outside of work, Julia loves to spend time with her two young daughters Charlotte and Maddie as well as her close friends and family.
Derek Galipeau, CPA
Financial Planning Coordinator
Derek Galipeau
Financial Planning Coordinator
Email: derek@stablerwm.com
Derek joined Stabler Wealth Management as a Financial Planning Coordinator, supporting the advisory team with financial planning analysis and tax planning strategies. He joined the firm in 2026 from KPMG, where he worked as an Audit Associate performing financial statement audits across a range of industries. Derek earned his degrees in Finance and Accounting from the University of Portland and brings a strong analytical background to his role at Stabler Wealth Management.
Outside of work, Derek enjoys fishing, skiing, soccer, golf, snorkeling, and international travel. He is an Eagle Scout and values community involvement and service.
Sarah Dewey
Front Desk Coordinator
Sarah Dewey
Front Desk Coordinator
Sarah joined Stabler Wealth Management in 2024 as our front desk coordinator. She handles our front desk reception duties, appointment scheduling, client events and communications.
- Appointment Scheduling
- Events and Client Communications
- Online Account Access
- Contact Information Changes
Sarah lives in Mill Creek with their son James. They love spending time together hiking, visiting museums, and taking in the local sights.
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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