Karrie began her career in the military, serving 10 years in the United States Air Force. While she worked in financial management during that period, her true passion has always been for 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™. In addition to delivering comprehensive financial planning to her valued clients, she also serves as Senior Director, overseeing services for existing clients and welcoming new clients to the Mercer Advisors family in Oregon and southern 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 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.

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.

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 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(TM) 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.

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.

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.