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Guidance for Business Owners: Beneficial Ownership Information Reporting Requirements
October 8, 2024
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.
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.
They’re here to help you connect all your financial dots
Mike Squier
Sr. Wealth Advisor, Director
Mike Squier
Sr. Wealth Advisor, Director
CFP®, ChFC®, MBA
Mike has more than 20 years of experience in the financial services industry. Prior to Mercer Advisors, he spent 17 years at the Vanguard Group, serving high-net-worth individuals, families, and large nonprofit organizations.
Mike takes a holistic approach to wealth management, encompassing financial planning, investment management, cash-flow needs, and tax and estate planning. He’s driven to help his clients achieve their own unique financial goals and confidence.
Mike earned a B.A. in psychology from California State University, Long Beach and an MBA from Colorado State University. He holds the CFP® certification and the ChFC® certification. Mike is an adjunct professor at New York University, teaching investment and wealth management. Most importantly, Mike enjoys spending time outdoors exploring the Pacific Northwest with his family.
Harmon Laurin
Sr. Wealth Advisor
Harmon Laurin
Sr. Wealth Advisor
Prior to joining Mercer Advisors, Harmon was the President of Sigma Investment Management Company. He also was a senior vice president for Columbia Management Company (now Columbia Threadneedle), establishing and managing its Private Wealth Services division in Portland, Oregon. Previously he helped create a private asset management program for Fidelity Investments and managed its 13 western states. Harmon is passionate about working with his clients to give them peace of mind in all things financial, many times working with several generations within a family. He earned a bachelor’s degree from Stanford University. He also cares a great deal about his community and has worked with many organizations over the years. He currently sits on the boards of Ethos and the Terwilliger Plaza Foundation as well as the advisory board of the MIKE Program.
Bill Berg
Sr. Wealth Advisor
Bill Berg
Sr. Wealth Advisor
CFA, CFP®
As a Senior Wealth Advisor, Bill manages client portfolios and assists clients in meeting their wealth management objectives. Prior to joining Mercer Advisors, Bill directed research for a venture capital investment banking firm. He started his career as a corporate and securities attorney with Stoel Rives LLP. He went on to found Sigma Investment Management Company in Portland, Oregon in 1992. Bill received undergraduate and graduate degrees in economics from Stanford University and a law degree from Harvard Law School. He is a CERTIFIED FINANCIAL PLANNER™ professional and a CFA®. Bill sits on the board, executive committee, and investment committee of each of the Oregon Community Foundation and the Oregon Health & Science University Foundation, as well as on the investment committee of The Ford Family Foundation.
Stephen Crabb
Wealth Advisor
Stephen Crabb
Wealth Advisor
Stephen began his career in 2011 with a drive for helping clients eliminate the emotional stress of finances so they can enjoy their lives instead of worrying about money. Over the years, he has served a wide array of clients, including business owners, medical practitioners, executives, and dedicated savers. Whether it’s a young professional or a retiree, Stephen recognizes that every client’s situation is unique and he provides the guidance they need to help accomplish their goals. Stephen enjoys spending time with his wife, swimming, hiking, and road cycling.
Kathi McMahon
Wealth Advisor
Kathi McMahon
Wealth Advisor
Kathi enjoys creating financial plans that are anchored by each client’s unique vision for their future. She’s especially passionate about encouraging women to experience the power of a financial plan that provides meaningful direction and confidence in their lives. Kathi began her financial planning career in 2018 after completing her master of science degree in financial planning, with highest honors, from Montana State University. In addition to her professional career, Kathi was a competitive cyclist and raced with the Hagens Berman Cycling Team in the Pacific Northwest. She lives in Missoula, Montana, where she and her husband enjoy hiking and mountain biking and spending time with their four wonderful children and three dogs.
Courtney Mersereau
Wealth Advisor
Courtney Mersereau
Wealth Advisor
Courtney began her career in wealth management in 2008, and she soon fell in love with helping people on such a personal level. She is passionate about supporting women in transition, especially those who are new to managing their own finances. Courtney goes deep with her clients, approaching them with empathy to create meaningful, lasting relationships. Her goal is to help clients better understand what’s important to them so they can make financial decisions in alignment with those values. Courtney graduated from Vassar College with a major in environmental studies. She lives in northeast Portland with her husband, her two stepchildren, and the family’s wire fox terrier, Sophia Rose. Courtney enjoys golf (as well as competition of any kind), the Oregon coast, craft beer, and cheering for the Portland Thorns and Timbers.
Garrett Parker
Wealth Advisor
Garrett Parker
Wealth Advisor
Garrett began his wealth management career at Fidelity Investments. He then spent four years at a local RIA firm before joining Mercer Advisors. He gains energy by helping his clients plan for, stick to, and reach their financial goals. He earned his Bachelor of Science degree from Utah Valley University and is a CERTIFIED FINANCIAL PLANNER™ professional. He resides in Hillsboro where he is kept busy raising two boys with his wonderful wife. He is an avid sports fan and loves attending as many games as possible.
Alexa Willis
Wealth Advisor
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 Schenck
Financial Planner
Jesse Schenck
Financial Planner
Jesse brings an enthusiasm to working closely with clients, address their needs, and working towards their financial goals. He began his career in the financial services industry in 2017, working for TD Ameritrade and subsequently Convergent Wealth Management before joining Mercer Advisors in 2022. Jesse graduated from the University of Missouri at St. Louis with a bachelor’s degree in business administration with a concentration in finance. He continues to deepen his knowledge of retirement planning and tax laws to assist when analyzing a client’s financial picture. Jesse lives in St. Louis with his wife Alexandria and their dog Kevin. He enjoys cooking, playing golf, and traveling to see family.
Lily Jackson
Client Service Specialist
Lily Jackson
Client Service Specialist
As a Client Service Specialist at Mercer Advisors, Lily provides support to advisors and clients and enjoys being a part of the process of helping people fulfill their financial goals. In 2020 she earned her Financial Planning Qualified Paraplanner® certification. Lily graduated from Portland State University with a degree in Communication Studies. In her spare time, she enjoys being with friends and family, exploring local restaurants, and traveling.
Chris Lang
Client Service Specialist
Chris Lang
Client Service Specialist
Chris joined Mercer Advisors in 2021 as a Client Service Specialist. Prior to this, Chris spent nearly 10 years with Fisher Investments. She is dedicated to working together with her team to address clients’ needs. As a Client Service Specialist for the Portland team, Chris supports account opening and transfers, re-titles accounts as part of the estate planning process, distributes funds as requested and manages client data. Chris lives in Vancouver, WA with her husband and likes to spend her spare time camping, reading and creating with Legos.
Karrie Spencer
Managing Director
Karrie Spencer
Managing Director
Karrie began her career in the military, serving 10 years in the United States Air Force. She worked in financial management during that period, as her true passion was always personal finance. Karrie left full- time service with the military to pursue that passion and since then has counseled hundreds of families towards reaching their financial goals. In addition to delivering comprehensive financial planning, she serves as Managing Director, overseeing services for existing clients and welcoming new clients in Oregon and Washington. Karrie attended Pacific Lutheran University, where she earned a degree in business with an emphasis in finance. She lives in Vancouver, Washington, with her husband and two children. On the weekends, they enjoy heading to the mountains to enjoy the beauty of Washington.
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.
October 8, 2024