Our Team
At Stabler Wealth Management we have a dedicated team of experienced professionals here to serve you
|
Todd Stabler, MBAPartner & Wealth AdvisorTodd 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 30 years, Todd has helped many retired clients more effectively manage their investments and retirement plan.
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®, CFAPartner & Wealth AdvisorDave 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. |
|
Sean O'ConnorClient Services AssociateSean 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'CainOperations ManagerAs 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:
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. Jamie@StablerWealthManagement.com |
|
Morgan GrimesOperationsMorgan 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 and her husband Kevin live in Woodinville with their children Kendall, Ben, and Marcus. Morgan@StablerWealthManagement.com |
|
Cindy TilleyFront Desk CoordinatorCindy 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.
Cindy and her family moved to the Pacific Northwest in 2019 from Houston, Texas. Cindy enjoys baking and painting. Cindy@StablerWealthManagement.com |