Comprehensive Wealth Management and Financial Planning
About Collier Sustainable Wealth Management
You deserve a financial professional who cares, listens, and goes the extra mile.
Our philosophy is simple: financial plans should be built to fit who you are and what lifestyle you want – not the other way around. We promise that our services will never feel like a cookie-cutter solution. Instead, we’ll take the time to listen carefully to your needs and goals and work with you to develop a customized plan that genuinely enriches your life.
Our Team
Meris joined COLLIER Sustainable Wealth Management in 2006 where she became a CERTIFIED FINANCIAL PLANNER® in 2011 and ultimately full owner in 2014. Meris carries on her mother’s strong legacy of creating customized solutions for every client, driven by their personal and unique goals.
Meris cares deeply about delivering outstanding client outcomes. She enjoys the challenge of analyzing complex financial data and loves creating each individual plan — partnering with them to put all the pieces into place. Meris enjoys being close to nature and practicing mindfulness.
She gives back to her community in many ways and in the past was on the board of Oikocredit, a microfinance institution serving and lifting people out of poverty.
Jignasha joined Collier Sustainable Wealth Management in 2022. She has worked in financial services for a better part of the past decade, most recently with a financial advisory firm in the United States.
Jignasha is originally from Tanzania and speaks four languages. Her role is to work closely with our clients, assisting them with on-boarding, implementation of investment research, account management, execution of transactions (including deposits and withdrawals), review preparation, and overall client service.
Her aim is to provide a caring, personal, and quality service to all clients. She received her Master’s in Business Administration (MBA) from Liverpool John Moores University, United Kingdom in 2013. Jignasha loves spending time with her family and travelling. She also has a passion for cooking and trying new recipes.
Catherine joined Collier Sustainable Wealth Management in 2020. Her background includes extensive experience working with financial planning and wealth management clients and in providing tax preparation services.
Catherine is originally from Mississippi and came to the Pacific Northwest in 2020. Catherine’s role is to assist with financial planning, review preparation, research and to help answer our clients’ needs and questions.
Her aim is to build meaningful and lasting relationships with our clients while providing excellent client service. Catherine holds a Bachelor of Science in Mathematics from William Carey University. Catherine enjoys hiking, kayaking, exploring and snorkeling in lakes, natural springs, and oceans all over, and loves spending time with her family.
We're With You Every Step Of The Way
We take our fiduciary oath seriously – and we’ll always put your best interests above our own. Our services are offered with the following expectations in mind:
Financial Life Planning is an ongoing process
A terrific plan requires a time commitment from you as well as from us.
Good communication is critical
We are committed to communicating with clear and understandable language to help empower you.
We don’t skimp on the detail
We employ a systematic approach to financial planning that is comprehensive, thorough and efficient.
We will keep all your information confidential, safe, and secure
Our systems employ advanced security features and protocols to protect your data. We share information only as needed.
Support Team
Cory Persson, CFA, CFS
Chief Investment Officer
Jeff Anderson, CFA
Director of Portfolio Solutions
Michael Marino, CFA
Senior Portfolio Strategist
Jon Brackman, CIMA, MBA
Chief Operating Officer
Shannon Case
Chief Financial Officer
Everardo Martinez
Director of Operations
Matt Merrill
Operations Assistant
Alexis Amaro
Operations Associate
Danielle Fasse
Director of Platform Support
Megan Haviland
Project Manager Associate
Finance and Freedom, Redefined
Our clients enjoy the transformative power of tailored financial planning, smart Wealth Management and insightful money mindset guidance so you can:
- Adapt to market and life changes
- Make confident financial decisions
- Align your wealth with your core values
- Enjoy personalized, reliable money guidance
- Have peace of mind along your financial journey
Our Commitment To You
Whether you are looking for wealth management, financial planning, money mindset guidance or retirement planning – entrusting your money matters to someone requires confidence and assurance. Collier Sustainable Wealth Management clients enjoy that.
Leading By Design
We understand that market and life changes require dynamic solutions, so we stay on top of the latest emerging technologies to continually improve our services. By harnessing cutting-edge tools, we can quickly adapt your financial plan to optimize and align with your unique needs.
You deserve to feel financially confident
At Collier Sustainable Wealth Management our financial experts design a customized financial plans that align with your values and financial goals, so you will have a truly personalized path to financial freedom.