Meet Your Team
Our Financial Planning team helps our clients develop and execute thoughtful, customized plans, based on their short and long-term goals. The baseline planning objective serves as the foundation for investment recommendations, performance reviews, and plan update considerations.
John Chavez, CFP®
Chief Executive Officer
A graduate of the University of Washington School of Business, John began his career at Merrill Lynch in 1994, where he built a planning-based team dedicated to serving affluent families & business owners. He has earned the CERTIFIED FINANCIAL PLANNER™ designation, reflecting his dedication to excellence in financial planning and client service. With decades of experience in the wealth management industry, John brings deep expertise and strategic leadership to WaFd Wealth Management and knows what it takes to develop and deploy talent. Outside of work, he enjoys developing innovative solutions to everyday problems, plays golf, and enjoys spending quality time with family and friends.
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.
Aidan Tinnon
Financial Planning Analyst
Born and raised in Washington State, Aidan serves as a Financial Planning Analyst at WaFd Wealth Management, supporting the financial planning process through client service, plan preparation, and ongoing analysis. Before joining the firm, he worked at WaFd Bank headquarters, where he developed a strong foundation in financial services. Aidan holds a Bachelor of Arts in Marketing from Northwest University and is currently pursuing additional financial planning credentials. He lives in Redmond with his wife, Paige, and their dog, Bennett. Outside of work, he enjoys following Seattle sports, golfing, and spending time with family and friends.
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.