Meet Stephanie

Stephanie is a Partner, Sr. Wealth Advisor, based in Encino, California. She joined Mercer Advisors through the acquisition of Singer Burke where she served for 22 years, first as an intern and most recently as Principal of SB Capital Management. Stephanie earned a B.A. degree in business economics with a minor in accounting from the University of California, Los Angeles; Summa Cum Laude. She holds the FINRA Series 65 license.

Stephanie’s specialties

At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Stephanie has focused experience in these areas:

Multi-generational planning that aligns with your values and minimizes tax impact
For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
Family businesses navigating succession, liquidity, and legacy goals
Designing financial plans for artists and entertainers navigating complexity and career shifts
For women breadwinners, financial strategies to support their families and long-term goals

Her working style

Stephanie believes that an informed client is an empowered client. Known for her keen curiosity and emphasis on clear and proactive communication, her clients point to her reassuring presence when navigating complex decisions and her ability to build strategies that leverage a collaborative, team-based approach towards more thoughtful outcomes.

Stephanie in real life

What makes you tick?

My curiosity always leads me down new paths. I’m the kind of person who is always asking ‘why’ and ‘how.’

What keeps you busy outside of work?

I have three sisters and we have a rotating calendar of big family dinners packed full of good food and good wine. My husband and I love to travel — especially for skiing — and otherwise spend our time trying to wrangle a boisterous orange tabby and an over-eager 110 lb Alaskan Malamute.