Meet Amy
Amy is a Sr. Financial Planner based in Raleigh, North Carolina. She joined Mercer Advisors in 2022 through the acquisition of Wrenn Financial Strategies, Inc., where she supported advisors in managing client relationships, providing comprehensive assistance, and helping address clients’ financial planning and service needs. Amy earned a B.S. degree in mathematics and an M.S. degree in applied mathematics from Western Carolina University, and she is a CERTIFIED FINANCIAL PLANNER® professional. She finds motivation in knowing that her work can help make a positive difference in someone’s life.
Her working style
Amy’s practice style is rooted in trust, collaboration, and compassion. Amy enjoys working closely with others, understanding different perspectives, and solving problems as a team. Amy strives to build strong relationships through open communications, reliability, and a commitment to helping both clients and colleagues succeed.
Amy in real life
What keeps you busy outside of work?
I enjoy spending time with family and friends, traveling, baking sweet treats, and playing board games.
Favorite thing about where you live?
One of my favorite things about North Carolina is its incredible diversity. The state offers so much to explore, from breathtaking mountain ranges in the west to beautiful, relaxing beaches along the coast. Whether you enjoy outdoor adventures, vibrant city life, or the charm of small towns, North Carolina has something for everyone.
Any words you try to live by?
I try to live by three core values: honesty, compassion, and perseverance. They guide how I treat others, approach challenges, and build lasting relationships
Meet Amy’s Teammates
Frances Hymiller
Wealth Advisor
What Amy Says
Frances and I have worked together as a team for more than 20 years, partnering closely to help meet our clients’ needs and provide a high level of service. She cares about her clients, which reflects in the long-lasting relationships and trust she has built throughout her career. I enjoy working with Frances because we share a commitment to putting clients first, collaborating to solve problems, and helping clients feel supported and confident in their financial decisions.
Nicole Brandon
Sr. Wealth Advisor
What Amy Says
Nicole is dedicated to helping her clients and consistently looks for creative, thoughtful solutions to meet their distinct needs. She thinks outside the box and cares about her clients’ well-being, always taking the time to understand their goals and concerns. I enjoy working with Nicole because of her client-first approach, collaborative mindset, and commitment to finding the best possible outcomes for those she serves.
Karin Osofsky
Relationship Manager
What Amy Says
Karin consistently goes above and beyond for our clients, helping ensure they receive the support and attention they deserve. Her knowledge, determination, and persistence in resolving issues are impressive. I enjoy working with Karin because she is always willing to tackle challenges head-on and is committed to finding solutions that help create a positive experience for our clients.
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