Meet Emily
Emily is a Retirement Plan Manager based in Minneapolis, Minnesota. She joined Mercer Advisors in 2024. She brings experience in client relations and retirement plan consulting and previously served at USI Consulting Group and Blue Ridge Associates, where she developed deep knowledge of ERISA-compliant retirement plan design. She earned a B.A. degree in geology from the University of St. Thomas and holds the Qualified 401(k) Administrator and Certified Plan Fiduciary Advisor designations. Emily finds motivation in teaching in understandable terms and in the breakthrough moments when colleagues and clients grasp complex retirement plan concepts.
Her working style
Emily brings deep knowledge in ERISA-compliant retirement plan design and serves as a trusted partner to business owners and their teams. Well-versed in the landscape of recordkeepers and third-party administrators, she helps clients make informed provider decisions while navigating the operational details of plan management. Emily is proactive in holding provider partners accountable, helping clients stay on track and avoid compliance pitfalls.
Emily in real life
Favorite thing about where you live?
I enjoy the community in Minneapolis, our food scene, all our natural areas and trails, and, of course, the lakes. We take such great care of our beautiful city.
What keeps you busy outside of work?
If I’m not running around with my husband and our dog, Casper, you can catch me gardening in the summer, strength training year-round, and trying out new recipes in the kitchen.
What makes you tick?
I love to solve complex problems. I’m a habitual necklace detangler, both literally and metaphorically. Give me a communicative team and some espresso, and I’ll knock a problem out.
Meet Emily’s Teammates
Lori (Lo) M. Fellows
Director, Retirement Plan Operations
What Emily Says
We share an enthusiasm for fiduciary success and a dedication to keeping our collective clients informed, educated, and compliant with established ERISA, DOL, and IRS guidance. Lo supports me in using my retirement knowledge. She is incredible.
Courtney Foley
Sr. Retirement Plan Manager
What Emily Says
Courtney and I have excellent communication and a shared commitment to kindness and positivity. We lift up each other, our teammates, and the clients we work with so they feel empowered in their futures.
Dennis Jablonoski
Wealth Advisor
What Emily Says
Dennis and I partner to deliver a streamlined onboarding experience and exceptional service for every client. Together, we are dedicated to expanding awareness of the Mercer Advisors Retirement Plan Group so more business owners can benefit from thoughtful retirement plan guidance.
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