Ali Merten

Ali Merten

CLIENT EXPERIENCE manager

Ali is a Client Experience Manager and integral member of the Sales Team, known for creating thoughtful, seamless experiences that help clients feel supported, understood, and at ease. With over a decade of experience supporting executives and client-facing teams, she brings a calm, proactive, and relationship first approach, serving as a trusted point of contact for clients and a steady bridge between sales and operations. Grounded in her belief that truly great service is transformational, Ali is committed to creating experiences that go beyond meeting expectations…helping clients gain clarity, confidence, and lasting peace of mind.

Ali began her career as Executive Assistant to Matthew Jarvis, where she learned how to deliver high-level client service while supporting a life rooted in freedom and balance. She later carried that philosophy into her role as a CSA and Executive Assistant at a boutique RIA, supporting advisors and clients in a highly personalized, detail driven environment. Across these roles, she refined her ability to anticipate needs, protect client trust, and create experiences that feel both intentional and deeply supportive.

Outside of work, Ali lives in the Pacific Northwest and fully embraces the region, especially in the summer. She loves exploring the area’s diverse terrain, from coastlines to mountain trails, and is just as enthusiastic about discovering the local food scene. Creative at heart, Ali has also been a family photographer since 2010 (always chasing golden hour light) and live music, with country music always at the top of her list. She’s also a proud mom to her 12-year-old son, Aksel, who shares her love of music and spends much of his time on the basketball court. Watching him play is one of her favorite ways to unplug and recharge.