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
Through my own experience as a tech employee and my experiences now as an advisor working with tech professionals, I’ve identified some of the biggest financial planning mistakes that can hold the tech community back from achieving financial independence and success.
Whether you recently transitioned to being self-employed or have been a business owner for years, you may have wondered what the best way is to save for retirement. However, the decision as to which type of plan to choose is far from simple. Let this flowchart help guide you!
It’s almost spring, which means 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.