A CERTIFIED FINANCIAL PLANNER™ born and raised in Washington State, Lowell graduated from the University of Washington with a bachelor’s degree in economics and joined the Merriman team in 2006. He is a partner with the firm and his practice focuses on mid-career technology professionals.
Lowell currently resides in Snoqualmie, WA with his wife and two sons. Outdoor recreation is a big part of their lives – they enjoy hiking, mountain biking, skiing, and golf. Lowell is also an avid reader and enjoys books on business and science fiction. Another passion of Lowell’s is the guitar. On a sunny day you may catch him strumming a few chords out on his deck.
Online Blog Resources
When it comes to investing, market corrections are inevitable. How we act during these time periods is what separates the rookies from the professionals and can dramatically alter how successful we are in achieving those goals.
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It’s time for some spring cleaning—and this spring’s focus is paperwork. Wealth Advisor, Danielle Brandli, CFP®, shares some tips on how to minimize the number of documents you need to keep and maintain.