Collier Sustainable Wealth Management
A Second-Generation Firm with a First-Person Focus
We are a second-generation firm serving individuals and families who value clarity, discretion, and strategic stewardship.
A Legacy of Stewardship
Collier was founded with a simple belief that great financial advice begins with trust. As a second-generation advisory firm, we’ve built our practice around the values of continuity, care, and clarity.
A Team You Can Rely On
Our advisors and support team bring decades of experience across financial planning, investment management, and client service. Meet the people who will support your financial journey.
Meris Collier
CFP® Finanical Advisor and CEO
Meris is the second generation to lead Collier Sustainable Wealth Management, having joined the firm in 2006, earned her CERTIFIED FINANCIAL PLANNER® designation in 2011, and assumed full ownership in 2014.
She continues a tradition of personalized service, guiding clients with thoughtful strategies tailored to their individual goals and values. Known for her precision and care, Meris brings a steady hand to complex financial planning and helps clients move forward with clarity and confidence.
Outside the office, she enjoys time in nature, practices mindfulness, and has served on the board of Oikocredit, a global microfinance organization supporting communities through responsible lending.
Jignasha Rana
Operations & Client Services
Jignasha joined Collier Sustainable Wealth Management in 2022, bringing nearly a decade of experience in financial services, including her most recent role with a U.S.-based advisory firm.
Originally from Tanzania and fluent in four languages, Jignasha plays an integral role in supporting Collier clients. She partners closely with families throughout the onboarding process, facilitates investment implementation, manages account administration, and ensures every interaction reflects the firm’s commitment to clarity and care.
Jignasha holds a Master of Business Administration (MBA) from Liverpool John Moores University in the United Kingdom. Outside of work, she enjoys traveling with her family and exploring new recipes in the kitchen.
Catherine Nieto
Operations & Client Services
Catherine joined Collier Sustainable Wealth Management in 2020, bringing with her a strong background in financial planning, wealth management, and tax preparation services.
Originally from Mississippi, Catherine relocated to the Pacific Northwest in 2020. She supports the Collier team by assisting with financial planning, client reviews, and in-depth research, always with a focus on responsiveness and thoughtful care.
Catherine is dedicated to building meaningful, long-term relationships with the families we serve. She holds a Bachelor of Science in Mathematics from William Carey University. Outside of work, she enjoys hiking, kayaking, and snorkeling in lakes, springs, and oceans—always exploring new places with her family.
Axxcess Support Team
Cory Persson, CFA, CFS
Chief Investment Officer
Jeff Anderson, CFA
Director of Portfolio Solutions
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
Let’s Start the Conversation
If you’re looking for a trusted partner who sees the full picture and plans with care, we invite you to reach out. We would be honored to learn more about your goals.