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When can you enjoy everything you’ve worked for?

Welcome to a different kind of wealth management in Portland

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 Portland area

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

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.

Duncan Wilk

Regional Vice President

Duncan Wilk

Duncan Wilk

Regional Vice President

Duncan began his career in the financial industry in 1997. His past professional experiences include research analyst at The Carson Group where he monitored various technology companies, financial advisor at Ameriprise, and financial consultant at Charles Schwab where he focused on wealth planning and investment management for high-net-worth clients. Duncan graduated from the University of California, Davis, with a degree in Managerial Economics and holds the FINRA Series 66 license.

Laura Thompson

Senior Regional Sales Associate, Manager

Laura Thompson

Laura Thompson

Senior Regional Sales Associate, Manager

Laura began her career in the financial services industry in 2004. Prior to joining Mercer Advisors, she helped manage a small Houston-based boutique wealth management firm that cleared through LPL Financial. She brings superior client service and organizational management skills to the firm. Laura's professional background allows her to develop and execute processes that enrich the client experience and help the Central Team grow. Laura holds the FINRA Series 65 license.

Karrie Spencer

Wealth Advisor, Director

Karrie Spencer

Karrie Spencer

Wealth Advisor, Director

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.

Harmon Laurin

Sr. Wealth Advisor

Harmon Laurin

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

Bill Berg

Sr. Wealth Advisor

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 Mersereau

Wealth Advisor

Courtney Mersereau

Courtney Mersereau

Wealth Advisor

Garrett Parker

Wealth Advisor

Garrett Parker

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

Sr. Financial Planner

Alexa Willis

Alexa Willis

Sr. Financial Planner

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 Kaio-Maddox

Associate Financial Planner

Korina Kaio-Maddox

Korina Kaio-Maddox

Associate Financial Planner

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.

Lily Robertson

Client Service Specialist

Lily Robertson

Lily Robertson

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 Rogers

Client Service Specialist

Chris Rogers

Chris Rogers

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.

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.