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When can you enjoy everything you’ve worked for?

Welcome to a different kind of wealth management in Kirkland

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 Kirkland 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.

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.

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.

Jane Castro

Client Service Specialist

Jane Castro

Jane Castro

Client Service Specialist

Jane began her career in financial services with Miller Advisors in January 2016 and joined the Mercer Advisors team in 2021. As office manager at Miller Advisors her duties included client service, compliance testing and reporting, calendar management, serving as an executive assistant, and general office maintenance. She is also a Notary Public. Jane has 3 grown children who are spread out across the country. When she is not at work, she can often be found hopping on an airplane to go visit them.

Sharon Littell

Client Service Specialist

Sharon Littell

Sharon Littell

Client Service Specialist

Sharon Littell joined Mercer Advisors in 2021, with more than 10 years of experience in the financial services industry. Prior to joining Mercer Advisors, she worked with Miller Advisors as a Client Service Associate. Her extensive experience in Client Service has provided opportunities to work with many custodial firms, such as Charles Schwab, TD Ameritrade, Fidelity and most recently Raymond James. At Miller Advisors she bridged the gap between Raymond James, Miller Advisors, and clients with a desire to be the go-to person for all client operational needs. She holds the FINRA Series 65 License and Life, Health and Disability Insurance License, and is a licensed Notary Public. Outside of work, Sharon likes to play with her 4 young grandchildren.

Josh DeForest

Managing Director

Josh DeForest

Josh DeForest

Managing Director

Josh began his career in the financial services industry in 2007. As Managing Director, Josh provides his clients with personalized advice to help meet their unique objectives related to financial planning, investment management, and estate planning. A member of Mercer Advisors Investment Committee, Josh evaluates academic research, provides investment analysis, and helps with manager selection for Mercer Advisors clients. Josh graduated from Westmont College in Santa Barbara, California with degrees in Economics and Spanish.

David Simpson

Senior Investment Strategist

David Simpson

David Simpson

Senior Investment Strategist

David Simpson began his financial services career in 2000. Prior to joining Mercer Advisors, he held various roles working with individual investors as well as retirement plan participants. He has a strong interest in working with clients to help them achieve their financial objectives David graduated with a Bachelor’s degree in Finance from San Diego State University and an MBA in Global Management with an emphasis in finance from Thunderbird School of Global Management. He holds the CFA® Charter and is a member of the CFA Society of Seattle. When not in the office, David enjoys spending time with his wife, playing golf, and volunteering.

We’ll team you up

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.


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.