Karrie began her career in the military, serving 10 years in the United States Air Force. While she worked in Financial Management during that time, her true passion has always been in personal finance. She left full time service with the military to pursue that passion and over the past decade has counseled hundreds of families toward Economic Freedom™. Karrie attended Pacific Lutheran University, where she earned a degree in Business with an emphasis in Finance. Karrie lives in Vancouver, WA with her husband, daughter and German Shepherd. On the weekends, they enjoy heading to the mountains to enjoy all the beauty Washington has to offer.

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.

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.

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 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’s passion for people began in high school when she studied abroad in Rennes, France. She went on to earn a degree in Economics and International Relations from Boston University, gaining work experience at both the Overseas Development Institute in London and the Integration Centre in Dublin. After graduating, Alexa held a management position at Seattle’s Union Gospel Mission where she made an impact on homelessness, domestic violence, addiction, and human trafficking in the Seattle area. She began her career with Mercer Advisors in early 2016 and holds the FINRA Series 65 license along with being a CERTIFIED FINANCIAL PLANNER™ professional.

Korina began her career in the financial industry at Sigma Investment Management Company where she focused on marketing, event planning and client service. In 2018, she joined Mercer Advisors as a Client Service Specialist. Korina supports her team of advisors by preparing investment reports, transferring assets, general account maintenance and providing solutions to complex account issues. Korina takes pride in her client service and ensuring her team and clients are supported on their path to financial freedom. In her free time she enjoys spending time outdoors with her husband and their two dogs.

Mary joined Mercer Advisors in 2019 bringing with her close to 20 years of industry experience. Mary began her career in the financial services industry in 1989 working for 9 years at Wedbush Securities as a Registered Sales Assistant and Operations Manager. Leaving Wedbush in 1998, Mary then spent nearly 10 wonderful years as a stay at home mom raising her two now almost grown boys. Upon returning to the working world, Mary resumed her financial career and has since work for a number of firms in industry including Ameriprise, KMS, and Fidelity. A mother at heart, Mary believes that the key to Client Service is making sure that everything is working as it needs to, and she thoroughly enjoys working with Advisors and their clients in keeping their financial affairs in order. Mary brings a broad expertise to her role and tries to ensure that everything goes smoothly for the clients that she works with. A Northwest native, she attended the University of Washington receiving a degree in Modern World History. In her free time, she enjoys spending time with her children, taking walks, and working in her home and yard.

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 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.

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.