Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: Bellevue

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Karrie Spencer

Karrie Spencer, CFP^®

Managing Partner

Bellevue, Portland, Portland – South

Frances Smith, CFP®, CSRIC®

Principal

Paul Meyer - Sr Wealth Advisor

Paul Meyer

Sr. Partner, Regis Group

Alexa Willis

Alexa Willis, CFP®

Wealth Advisor

Carrie Beede

Carrie Beede, CFP®, EA

Wealth Advisor

Frank-Piccolo

Frank Piccolo, CFP®, EA

Wealth Advisor

Bellevue, Spokane

J Haverstock

Jesse Haverstock, CFP®

Wealth Advisor

Bellevue, Franklin

Matt Siegel, CFP®, RICP®

Sr. Wealth Advisor

Tarek McAlee, CFP®

Sr. Wealth Advisor

Tom Keeney

Thomas Keeney, MBA

Wealth Advisor

Beck Santanella

Client Service Specialist

Brandon Kelley

Sr. Client Service Specialist

Kelsie Fernandez

Client Service Specialist

Mary Hamshou

Mary Hamshou

Sr. Manager, Client Service

Bellevue, Portland, Portland – South

Piper Baker

Piper Baker

National Client Service Specialist

Scottsdale, Portland – South, Bellevue, Portland

Sharon Littell

Sharon Littell

Sr. Client Service Specialist

Duncan Wilk

Duncan Wilk, CFP®

Regional Vice President

Bellevue, Sun Valley, Portland, Portland – South, Spokane, Bend – Downtown, Bend

Luke Mazariegos

Financial Planner

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Mercer Advisors Team

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