Your Tax-Smart Partners.
Our team
Founder | Strategic Wealth Architect | CFP® Candidate.
Joseph Stacy, AIF®, CDAA™
Joseph founded Meranti to give clients more than numbers—he helps them design tax-smart strategies that reflect their values and future. With over 25 years in finance and leadership roles managing portfolios exceeding $250 million, he brings depth and clarity to complex planning.
A CFP® Candidate, Certified Digital Asset Advisor (CDAA™), and Accredited Investment Fiduciary (AIF®), Joseph is uniquely positioned to integrate tax planning, investments, and legacy design. His philosophy: minimize lifetime taxes, maximize alignment with your story.
Outside the office, he enjoys quiet runs, reading by the fire, and time with family. At Meranti, Joseph brings the same perspective to every plan—helping you trust your story and live it well.
FINANCIAL PARAPLANNING TRAINEE
Princess Egaran
Princess supports Meranti’s mission to deliver values-based, tax-aware financial strategies with precision and care. With over a decade in quality-assurance and service-delivery, she brings structure and attention to detail to every project. Holding both the Philippines SEC Market Professional Certification and the SEC Certification for Compliance Officers and Associated Persons, she is preparing for advanced U.S. training and will help guide Meranti’s expansion serving U.S. expats across the Philippines, Thailand, and Vietnam.
OPERATIONS MANAGER
Michael Watts
Michael keeps Meranti running smoothly, ensuring clients experience seamless service. He supports both strategy and team cohesion, allowing advisors to stay focused on delivering tax-smart guidance.
His career includes work with government and nonprofit organizations, advocating for education and community impact. Outside of work, he’s often hiking with his dog, playing soccer, or in the kitchen experimenting.
CLIENT EXPERIENCE ASSOCIATE
Elizabeth Kirk
Elizabeth ensures Meranti’s service feels personal and seamless from start to finish. With experience in real estate and paraplanning, she brings both empathy and detail to each client’s journey.
Her role ensures that tax-first strategies translate into clear communication and actionable confidence. When she’s not at work, she enjoys trail running, a good book, and quiet time with tea.