Mercer Advisors

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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Northeast
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Midwest
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Southeast
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Southwest
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West
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Jessica Caruso - Executive Managing Director

Jessica Caruso, CFP®

Executive Managing Partner, West Division

Portland, Portland – South, Roseville, Walnut Creek

Brittani Woodruff

Sr. Client Service Specialist

Portland – South

Carolyn Ann Muller

Client Service Specialist

Portland – South

Erin Larsen

Client Service Specialist

Portland – South

Erin Wheatcraft, FPQP™

Client Service Manager, Wealth Path Group

Portland – South

Korina Kaio-Maddox

Korina Kaio-Maddox

Sr. Manager, Client Service

Portland, Portland – South

Laurie Macielinski

Sr. Client Service Specialist

Portland – South

Mary Hamshou

Mary Hamshou

Sr. Manager, Client Service

Bellevue, Portland, Portland – South

Michon McCabe

Client Service Specialist

Portland – South

Piper Baker

Piper Baker

National Client Service Specialist

Scottsdale, Portland – South, Bellevue, Portland

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An advisor working with a client on a backdoor roth IRA
Retirement

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April 28, 2026

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April 27, 2026

Family & Health

Retirement Trusts for Beneficiaries with Special Needs

April 22, 2026

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