CD-5

Seattle, Washington

Mitch Conlon

CFP®
Regional Director / Partner
Education &
Certifications

University of Washington, B.A.

CERTIFIED FINANCIAL PLANNER™

About Mitch
Mitch Conlon has been a Certified Financial Planner™ professional since 1988, and has more than three decades of experience as a trusted advocate for clients. Mitch spent 12 years managing his own fee-only financial planning firm, Renaissance Asset Advisors, Inc. He subsequently cofounded Conlon Dart Wealth Management, which joined EP Wealth Advisors in 2019. A Puget Sound native, Mitch began his career in the New York area, before returning to Washington with his family, where he continued to build his financial planning practice. An active member of the National Association of Personal Financial Advisors (NAPFA), Mitch enjoys helping clients work through important and frequently complex decisions, including the pursuit of long-held goals. A photography enthusiast, Mitch also enjoys reading and traveling to new destinations. He lives in Seattle with his wife and has two grown daughters.
Wealth Management Team:

Advisor Partner

  • Work as an advisor team
  • Client advisory support
Joe Boden

Joe Boden

Advisor Partner
CFP®

Client Service Associate

  • Help with account maintenance and balances
  • Help with wire transfers, and money movement
Travis Meyer

Travis Meyer

Senior Client Service Associate

Portfolio Manager

  • Personalized Asset Allocation
  • Tax Efficient Investing
Gennifer Takacs, CFA

Gennifer Takacs

Portfolio Manager
CFA

Financial Planner

  • Financial plan development
  • Implementation of planning recommendations
Brandon Beckner_for website

Brandon Beckner

Financial Planner
CFP®
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