Meet Your Team

Loren Sanchez, CFP^®

Financial Planner

A native of Arizona, Loren earned her Bachelor of Science in Business Administration from the University of Arizona. She joined Merrill Lynch's management team in 2015, later transitioning into an Advisor role and earning her CERTIFIED FINANCIAL PLANNER^™ designation. Loren plays a key role in the development of comprehensive financial plans and oversees the training and performance of supporting specialists. She now lives in Fall City, Washington, with her husband, Levi, and their two children. Outside of work, Loren enjoys exploring Pacific Northwest trails, traveling, and spending time with her family.

Dakota Cryer

Financial Planning Analyst

In his role as a Financial Planning Analyst, Dakota leverages experience gained as an Office Manager, where he supported key Finance and Accounting functions, including payroll. This position sparked his long-term commitment to the field and inspired his continued education. Dakota is currently completing a Bachelor's degree in Accounting and Data Analytics, building on his strong foundation in financial operations. Originally from Houston, Texas, Dakota now resides in Everett, Washington with his wife. Outside of work, he enjoys exploring technology—computers, gaming, and movies—as well as tabletop games and working on motorcycles. A lifelong learner, Dakota is passionate about developing new skills and expanding his knowledge.