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
A step-by-step guide to applying for the Washington State Cares Exemption.
Alternative Minimum Tax (AMT) is not something everyone is exposed to, but when you are, it can often create confusion and add a layer of complexity to financial planning that many are not prepared for.
Whether you are planning to become parents soon or further down the road, there are ways to start securing your financial future now to set yourself up for success wherever your life journey takes you.