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: Portland – South

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David Stuehling - Wealth Advisor

David Stuehling, CFP®, CHFC®, CLU®, TPCP®

Wealth Advisor

Bend – Downtown, Portland, Portland – South, Bend

James Roundy, CFP®, CEPA

Wealth Advisor

Portland – South

Jennifer Currin Gutridge, CFP®

Sr. Wealth Advisor

Portland – South

Kyle Dodrill, CFP®, APMA™

Wealth Advisor

Portland, Portland – South

Michael Squier, CFP®, ChFC®, MBA

Sr. Wealth Advisor

Portland, Portland – South, Scottsdale

Sarah Elise Berry, CFP®

Sr. Wealth Advisor

Portland – South

Stephen Crabb, CFP®

Wealth Advisor

Portland, Portland – South

Duncan Wilk

Duncan Wilk, CFP®

Regional Vice President

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

Karrie Spencer

Karrie Spencer, CFP^®

Managing Partner

Bellevue, Portland, Portland – South

Travis Poulos, CFP®

Regional Vice President

Portland, Portland – South

Brittani Woodruff

Sr. Client Service Specialist

Portland – South

David Buchanan

Relationship Manager

Portland – South

Erin Baldwin, FPQP™

Client Service Manager, Wealth Path Group

Portland – South

Erin Larsen

Client Service Specialist

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

Theresa Bedard

Theresa Bedard

Sr. Operations Manager, Financial Planning

Portland – South

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Mercer Advisors Team

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