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When can you enjoy everything you’ve worked for?

Welcome to a different kind of wealth management in Bellevue

We get you to think about money like you’ve never thought about it before

Has rolling up your sleeves, working hard, and building success always been part of your DNA? Then we believe Mercer Advisors is the wealth management firm for you.

Because we’re here to help you keep building on that success. But at the same time, we fundamentally believe there’s a point in life where the wealth-builder in you deserves to become the wealth-enjoyer of all you’ve attained.

We’re built differently

Because to us, helping you protect and grow your wealth is about much more than just your investment portfolio

Of course, a well-managed investment portfolio is the cornerstone to building wealth. And we strive to do that exceptionally well.
 
But if returns are your sole focus, those returns can quickly be offset by what happens in the other parts of your financial life. Like not preparing for major taxable events, having an incomplete estate plan, a retirement plan that’s on autopilot, or a less than ideal business succession strategy.
 
So, unlike most firms, we have expertise across financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. With specialists across each of these areas communicating with each other about you, and with you.

Put simply, we help oversee and connect all the dots of your financial life.

Meet our talented wealth advisors in the Bellevue area

They’re here to help you connect all your financial dots

Nicole Miller

Sr. Wealth Advisor, Director

Nicole Miller

Nicole Miller

Sr. Wealth Advisor, Director

Nicole joined Mercer Advisors in 2021. She has fourteen years of experience working with clients, listening to their stories and helping them achieve their financial goals. She has a passion for financial planning across generations, growing client financial literacy regardless of age or stage of life, as well as a specialty in divorce financial consulting. Prior to joining Mercer Advisors, Nicole was the Managing Partner and Chief Compliance Officer at Miller Advisors, Inc., in Kirkland, WA. Nicole is a strong advocate for women in business, particularly in the financial services arena, and actively focuses on those initiatives. She is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Divorce Financial Analyst®, as well as trained in mediation. She graduated from Linfield University with a Bachelor’s in International Business.

Frances Smith

Sr. Wealth Advisor, Director

Frances Smith

Frances Smith

Sr. Wealth Advisor, Director

Frances began her career in the financial services industry in 2011. Her past professional experiences allowed her to hone her quantitative and qualitative analysis skills. They include interning at UBS Wealth Management and working as a financial analyst at Ross, Sinclaire & Associates, LLC, a public finance investment bank. Frances graduated magna cum laude from The Ohio State University with a degree in Economics and minors in International Relations and Legal Foundations of Society. She also holds the FINRA Series 65 license.

Matt Siegel

Sr. Wealth Advisor

Matt Siegel

Matt Siegel

Sr. Wealth Advisor

Matt wants to guide as many people as possible to Economic Freedom by translating their financial goals into actionable plans. Using everyday language, he works with clients to help them understand how choices and external factors today may affect their goals in the future. Matt has worked in financial services since 2001, with stints at Russell Investments and JP Morgan. In 2009, he founded a financial advisory firm and has provided comprehensive planning to hundreds of clients. Matt has a master's degree in international economics from Johns Hopkins University and a bachelor's degree from Oberlin College. He's a Retirement Income Certified Professional® and holds licenses for FINRA, Series 63, Series 66 and for life and disability insurance in Washington state. Matt enjoys cooking for friends and family and hiking mountain trails.

Kathleen Miller

Sr. Wealth Advisor

Kathleen Miller

Kathleen Miller

Sr. Wealth Advisor

Kathleen has been helping individuals and families grow, protect and pass on their wealth for more than 40 years. Her expertise allows her to offer a tailored approach when assisting clients in planning their financial strategies, particularly when facing major life changes. She is driven by her passion for understanding men, women, money and relationships and how we are different. This led to the founding of her prior firm, Miller Advisors, with a mission to empower people to take charge of their financial lives.

Kathleen is considered a pioneer in divorce financial consulting. She is a Certified Divorce Financial Analyst® and has published two books that address the financial challenges facing women going through the divorce process and provides guidance and information they need to safeguard their marital assets and create a win-win solution.

In addition, Kathleen has authored articles for legal and financial trade journals and has been quoted on financial and post-divorce planning issues in national publications such as the New York Times, Yahoo! Finance, and US News. She has also served as a guest lecturer on divorce-related topics, investments, and financial planning at a variety of organizations.

Kathleen serves on the board of the Women’s Leadership Alliance and is dedicated to advancing the role women play in the financial services industry. She is an avid reader and writer and enjoys traveling throughout the world.

Tarek McAlee

Wealth Advisor

Tarek McAlee

Tarek McAlee

Wealth Advisor

Tarek began his wealth management career in 1998. Prior to joining Mercer Advisors, he worked as a Senior Client Advisor for a local RIA. He holds a Bachelor of Science from the University of Washington, and is a CERTIFIED FINANCIAL PLANNER™ professional. Tarek has developed expertise in comprehensive financial planning, including legacy planning, retirement strategies, and college planning. He takes time to step into his client's shoes to help them make decisions to realize their goals and guide them toward a better financial future. Tarek resides in Kirkland, WA and when not working enjoys travel and watching his young children flourish. He is also a member of the Financial Planning Association of Puget Sound.

Alexa Willis

Wealth Advisor

Alexa Willis

Alexa Willis

Wealth Advisor

Alexa is passionate about helping people turn financial aspirations into realities and guiding them toward financial freedom and security. With a father who was a financial advisor and a grandfather who was an avid investor, she's been immersed in the industry since an early age. As a CERTIFIED FINANCIAL PLANNER™ professional, her goal is to optimize every client's financial situation, so they never again have to worry about money. Alexa has significant experience in tax planning and strategy, insurance, education planning, legacy planning, and investment management. Prior to joining Mercer Advisors, she worked for several years as a crisis intervention coordinator at a local nonprofit, helping women and families navigate through hardship. When not at work, Alexa can be found exploring a mountain trail, reading, trying a new recipe, or spending time with her husband and family.

Jesse Haverstock

Wealth Advisor

Jesse Haverstock

Jesse Haverstock

Wealth Advisor

Jesse began his financial services career in 2006. He graduated from San Diego State University with a degree in Business Administration. He is an active member of the Puget Sound chapter of the Financial Planning Association. His passion is working with people to help them achieve both their wealth management and asset management objectives. Jesse has acquired expertise in developing comprehensive financial plans which uncover actionable steps his clients can take to secure a better financial future and he takes great care in guiding them through each step of the process.

Thomas Keeney

Wealth Advisor

Thomas Keeney

Thomas Keeney

Wealth Advisor

Tom spent a large part of his career in executive-level financial management positions and is uniquely qualified to understand the sophisticated needs of corporate executives, affluent business owners, and retirees. Prior to joining Mercer Advisors, he served as a Wealth Management Advisor for Blue Moon Wealth Advisory. Tom has a Bachelor of Arts degree in Mathematics and Computer Science from Western Washington University and received his Executive MBA from the University of Washington. He remains actively involved with the Western Washington University Alumni. His personal involvement in organizations ranging from non-profits to Fortune 500 companies has provided the foundation for his career in private wealth management. In 2021, Tom was a named a Five Star Award Winner Five Star Award Winner for the second time.

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 2,938 Seattle-area wealth managers were considered for the award; 284 (10% of candidates) were named 2021 Five Star Wealth Managers. 2020: 2,735 considered, 273 winners; 2019: 2,752 considered, 290 winners; 2018: 2,452 considered, 266 winners; 2017: 1,785 considered, 436 winners; 2016: 1,678 considered, 412 winners; 2015: 2,023 considered, 530 winners; 2014: 2,649 considered, 424 winners; 2013: 2,732 considered, 664 winners; 2012: 2,697 considered, 682 winners.

Carrie Beede

Financial Planner

Carrie Beede

Carrie Beede

Financial Planner

Prior to joining Mercer Advisors, Carrie was with Miller Advisors, an investment advisory firm in Kirkland, WA. Her career in financial services was preceded by experience teaching exam preparation courses and volunteer training of service dogs. Carrie is a CERTIFIED FINANCIAL PLANNER™ professional. She holds a degree in Applied and Computational Mathematical Sciences from the University of Washington, with a minor in music, and a great love for vocal harmony in hymns. On weekends, you can find her with her family or trail running and backpacking in the mountains of the northwest.

Salem Baqalaql

Client Service Specialist

Salem Baqalaql

Salem Baqalaql

Client Service Specialist

Salem began his financial services career in 2017 and joined Mercer Advisors in April 2023. He enjoys providing extraordinary service and helping clients achieve their financial goals. He's also dedicated to assisting advisors in building long-term client relationships. Salem moved to the United States when he was 18 years old, and graduated from the University of Washington Bothell in 2019 with a double major in finance and law, economics & public policy (LEPP). In his free time, Salem enjoys reading, golfing, hiking, watching sports, and traveling.

Jaclyn Aragon

Client Service Specialist

Jaclyn Aragon

Jaclyn Aragon

Client Service Specialist

Jaclyn joined Mercer Advisors after working for a year in the financial services industry following her May 2021 graduation from Gonzaga University. Jaclyn graduated Magna Cum Laude from Gonzaga and majored in Business Administration with focuses in Finance and Human Resource Management. She enjoyed cheering on the Zag basketball team and played all types of intramural sports while at Gonzaga. Jaclyn grew up in the San Francisco Bay Area playing competitive soccer and basketball and enjoys going back to spend time with family and friends in the area. Jaclyn is excited to work closely with advisors to help clients meet their financial goals.

Luke Mazariegos

Client Service Specialist

Luke Mazariegos

Luke Mazariegos

Client Service Specialist

See our entire team

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with one of our talented wealth advisors who’ll help you connect all your financial dots

We’ll touch base to discuss your individual needs so that we can connect you with a wealth advisor who’s right for you.



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Please Note: The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services.