Financial Advisors in Tacoma, WA
Contact
Phone: (253) 272-7058
Fax: (425) 392-6459
Location
1919 N Pearl Street, B-2
Tacoma, WA 98406
Financial Services Offered in Tacoma, WA
At Merit Financial Advisors in Tacoma, WA, we offer a comprehensive suite of financial services designed to cater to your evolving needs. Our team of professionals is committed to providing personalized solutions that align with your long-term goals and aspirations. Whether you're seeking wealth management, investment strategies, retirement planning, tax strategies, financial or estate planning, we have decades of experience and resources to guide you and your loved ones every step of the way. With a client-centric approach and a deep understanding of the financial landscape, we deliver tailored strategies and insights to help you navigate the complexities of today's market. Experience the Merit way and embark on a journey toward financial success and confidence. Let’s build your tomorrow, together.
- Financial Planning
- Wealth Enhancement
- Wealth Transfer
- Estate Planning
- Estate Administration
- Tax planning/strategies
- Retirement Planning
- Life Transitions
- Charitable Giving
- Risk Management
- Wealth Protection
- Insurance gap analysis
- Investment Management
- Portfolio Performance Analysis
- Risk tolerance
- Asset Allocation
- Withdrawal Strategies
- Concentrated stock divestiture strategies
- Comprehensive investment analysis
- Concierge Services which Include:
- Coordination with Other Professionals
- Proactive Family Meetings
Our Team
Tait Lane
Regional Director, Partner
Tait Lane
Regional Director, Partner
As a Wealth Manager, Tait believes that with financial planning comes clarity. By taking a holistic approach to his client’s finances, he’s able to better advise and serve them. Tait’s desire to be a fiduciary advisor continues to be his primary focus so that he and the team can serve our clients in the manner that they desire and need.
Tait is a graduate of Seattle Pacific University and serves on multiple boards locally for non-profits and within his local church. He’s passionate about his community and contributing to the area where he lives and works. Married to Sunday and a father of five, Tait enjoys skiing, hiking, spending time with his family in their RV, and experiencing the outstanding opportunities the PNW has to offer.
Joe Cilley
VP, Financial Planning
Joe Cilley
CFP®
VP, Financial Planning
Financial planning is most impactful at the intersection of a person’s hopes, dreams, and goals and their supporting financial strategies. Joe serves his clients and Merit Wealth Managers in order that more families will have confidence that their plans will get them where they are going.
Joe is a graduate of Pacific Lutheran University and also attended Northwest Nazarene University. He currently holds Finra Series 7 (Held with LPL Financial) and 66 licenses as well as Life and Disability Insurance licenses.
Outside of the office, Joe enjoys spending time with his family most of all. Together, they travel all over the northwest in their camping trailer, exploring what the area has to offer. Joe also likes riding his bicycle and participating in fundraisers and events such as those for Mary Bridge Children's Hospital and the Seattle to Portland (STP) bike ride. He spends time volunteering for organizations that are near and dear to his family such as the Graham-Kapowsin Band Booster, and the Vivace! Choral Program. These are programs that his children enjoy, and it's wonderful to be a part of what they love.
Cherise Glass
Regional Operations Director
Cherise Glass
Regional Operations Director
As the Regional Operations Director, Cherise believes strongly in extraordinary client service. With over 20 years of experience in the financial industry, she understands the importance of continually improving the quality of service we provide. She takes pride in offering a positive experience and her goal is to ensure our infrastructure runs seamlessly for our employees and clients.
Born and raised in the Pacific Northwest, Cherise enjoys spending her time with her husband and son exploring the beauties of Washington state. When she is not in the not in the office she enjoys boating, snowboarding, and training her dogs.
Lincoln Kopetski
Wealth Manager
Lincoln Kopetski
CFP®
Wealth Manager
As a Wealth Manager with over 20 years of experience, Lincoln takes the time to get to know his clients and what is most important to them. He helps design and implement strategies for their short- and long-term goals and guides them through the financial planning process. Additionally, he leverages wealth management tools and technologies to help manage client resources.
Lincoln received his bachelor’s degree in business finance from the University of Phoenix. In 2014, he received his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and his Series 7 license, in addition to being Life Health and Disability Insurance licensed.
He is very proud of the community he works and lives in and often volunteers at the St. Francis House in Puyallup, Washington. Lincoln also volunteers with a local organization that provides fishing and hunting opportunities for first responders, active and military veterans.
With deep roots in Eastern Oregon, Lincoln and his wife are raising their children in Puyallup and enjoy all the great things the Pacific Northwest has to offer. They love good food, experiencing new restaurants and trying microbreweries. As a family, they enjoy traveling, camping, fishing and being in the water with kayaks, paddleboards, and boat.
Baylee Bryant
Wealth Manager
Baylee Bryant
CFP®
Wealth Manager
Baylee is an experienced financial planner who believes in bringing a holistic, whole-life approach to financial planning. With her expertise and passion for what she does, she has helped numerous clients identify, prioritize, and create a path to their financial goals. She understands that everyone’s situation is unique and tailors her services to meet their specific needs by taking the time to understand their unique values and long term aspirations. She works closely with her clients to ensure they have a clear understanding of their options and are equipped to make informed financial decisions.
Baylee is here to help you navigate financial complexities at any stage of life and help bring you confidence, whether you're planning for retirement, buying a home, starting a business, or going through a major transition. She is a Certified Financial Planner® practitioner and holds a Master of Science degree in Personal Financial Planning from Kansas State University.
Born and raised in Southern California, Baylee moved to Tacoma, Washington in 2021 and has been busy hiking gorgeous trails, visiting museums, and enjoying the rich food scene ever since. She is a big fan of the arts, and in her downtime likes to read and write for small journals and literary publications in the area.
Rachel Gavern
Client Service Manager
La Williamson
Client Service Manager
Ready to discuss your financial future?
Schedule a free consultation with one of our Wealth Managers today.