Meet Kathi
Kathi is a Wealth Advisor who joined Mercer Advisors in 2023. Previously, she worked as a Financial Planner for a wealth advisory firm in Seattle, Washington. Kathi specializes in retirement planning, with a particular focus on empowering women — especially those who are the primary earners in their households — to take control of their financial futures. She is passionate about helping her clients gain clarity and confidence in their financial decision-making, guiding them toward achieving their long-term retirement and wealth goals. Kathi is a CERTIFIED FINANCIAL PLANNER® professional. She earned a M.S. degree in financial planning, with highest honors, from Montana State University, Bozeman.
Kathi’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, Kathi has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Guiding clients through living in retirement with steady income and smart planning
- Advising tech professionals, including clients at Nvidia, Apple, Meta, Google, Tesla, and Amazon.
- Helping single women manage wealth on their own terms, with strategies aligned to their lifestyle and priorities
- For women breadwinners, financial strategies to support their families and long-term goals
Her working style
Kathi partners with clients across the country, offering both virtual and in-person meetings to build strong, lasting relationships. She takes a thoughtful and personalized approach, investing time to understand what matters most to each client and their family. For busy professionals, Kathi provides straightforward guidance and manages the execution of financial strategies, allowing them to stay focused on their careers and personal priorities while knowing their financial future is in capable hands.
Kathi in real life
Why do you like working at Mercer Advisors?
The Mercer Advisors one-team culture fosters a collaborative environment that empowers me to deliver exceptional service to our clients. We have a deep bench of experienced specialists who share their expertise and insights; this collective knowledge enhances our ability to address the distinct and evolving needs of our clients with care.
Favorite thing about where you live?
I live in Missoula, Montana, and enjoy spending time at my family’s ranch in the scenic Mission Valley. I’m an avid outdoor enthusiast, finding joy in hiking, mountain biking, and exploring the woods and mountains. Family is at the heart of my life. My husband and I have four children and a grandson, and I cherish every moment spent with them.
What makes you tick?
I’m energized by the pursuit of meaningful goals — personally and professionally. Whether raising four children, launching a small business, racing bikes, coaching athletes, or building a career in wealth management, I’ve always embraced challenges with determination and curiosity. I often say, “I want to have it all,” which for me means being open to new experiences and striving for growth in every area of life. Today, I channel that same drive into helping clients achieve Economic Freedom™ and live the lives they envision.
Kathi’s snapshots
Meet Kathi’s Teammates
James Telfer
Wealth Advisor, Director
What Kathi Says
James is a creative leader and inspires our team to collaborate at the highest level. His inquisitive nature challenges us to deepen our expertise and deliver the full value of Mercer Advisors resources to every client.
Rachel Roach
Financial Planner
What Kathi Says
Rachel and I work collaboratively to create thoughtful, goal-oriented plans for our clients. Her insights and attention to detail enhance our financial plan reviews, helping ensure each client’s plan benefits from thorough analysis and well-rounded recommendations.
Jessica Livingston
Sr. Client Service Specialist
What Kathi Says
Jessica is the engine behind our client experience. She is incredibly organized, thoughtful, and keeps everything running smoothly — from paperwork to client communication. Her attention to detail and caring approach helps our clients feel supported and cared for.
Articles by Kathi
Don’t Leave Retirement Money Behind — How To Find Old 401(k) Accounts
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