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
Karrie Spencer
Wealth Advisor, Sr. Director
Karrie Spencer
Wealth Advisor, Sr. 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 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.
Sarah Elise Berry
Sr. Wealth Advisor
Sarah Elise Berry
Sr. Wealth Advisor
Before joining Mercer Advisors in 2021, Sarah had 20 years of experience in financial services. She began her career with Raymond James Financial Services, Inc. while still in college at the University of Oregon where she graduated with a Bachelor of Science degree in 2004. In 2013, Sarah accepted a role in leadership with Waddell & Reed as the Market Director for the State of Oregon and SW Washington, and went on to join McGee Wealth Management, Inc. in 2019. Sarah is driven to help people solve problems and make better life planning decisions. Sarah and her family serve and support the Children’s Cancer Association, Maurice Lucas Foundation and other local organizations. In her free time, Sarah enjoys Barre3, spin classes and traveling the world.
Jennifer Currin Gutridge
Sr. Wealth Advisor
Jennifer Currin Gutridge
Sr. Wealth Advisor
Prior to joining Mercer Advisors in 2021, Jennifer was Senior Vice President of McGee Wealth Management, Inc. in Portland, Oregon. She began her career in the financial services industry over 29 years ago while still attending college at Portland State University. Jennifer enjoys working with executives and multigenerational clients by helping them build, preserve and transfer wealth efficiently and in alignment with their family values. Jennifer’s clients live in different states and she uses technology and personal connection to build long term relationships. She is a CERTIFIED FINANCIAL PLANNING™ professional. Jennifer grew up on a fifth-generation cattle ranch in Morrow County in eastern Oregon. She enjoys spending time with family and friends, traveling, and loves to watch her kids play sports.
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.
James Roundy
Associate Wealth Advisor
James Roundy
Associate Wealth Advisor
James began his career in the financial industry in 2018. Prior to joining Mercer Advisors, he worked as a financial planning associate while earning his CERTIFIED FINANCIAL PLANNER™ professional designation in October 2020. James earned his Bachelor’s degree in Economics in 2010 from the University of Idaho. His aspirations include serving clients using his comprehensive understanding of financial planning tools, problem-solving and strategic planning.
After college, James received extensive training in concierge services in the hospitality business. For three years he lived in Korea teaching English to elementary students before returning to the United States. James was raised in Spokane, Washington. He loves spending time with his wife and young daughter enjoying the natural beauty of the Northwest.
Mary Hamshou
Regional Service Manager
Mary Hamshou
Regional Service Manager
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.
Erin Wheatcraft
Client Service Specialist
Erin Wheatcraft
Client Service Specialist
Erin joined Mercer Advisors in 2021 as a Manager of Operations. Previously, she was a part of McGee Wealth Management (MWM), an SEC registered investment advisor. Erin has over 15 years of I.T. and customer service experience. Erin led the McGee Wealth Management Compliance Committee and is also assigned to special projects and personally assists the executive team. She helps familiarize clients with financial services technology, such as the financial planning software and custodian investor access platforms. She is familiar with the robust services provided to clients and is enrolled in a paraplanner course to further her learning. In her free time, Erin enjoys fixing things, mechanics, as well as time with her husband and daughter, and horse, dogs, and cows.
Erin Larsen
Client Service Specialist
Erin Larsen
Client Service Specialist
Erin joined Mercer Advisors in 2021 as an Investment Operations Assistant. Prior to that, Erin served as the Investment Operations Assistant at McGee Wealth Management, Inc (MWM), an SEC registered investment advisor. She was a member of the MWM Investment Committee, and her role included executing the securities trading desk and creating client portfolio reports helping the senior advisors serve their clients. Erin also spent time with a boutique RIA in Los Angeles and held previous positions with Morgan Stanley and Fidelity. Erin earned her Bachelor’s degree in Political Science from UCLA. Erin hails from Canada, growing up in British Columbia, and currently resides in Portland with her husband and daughter. Their family loves hiking, camping, and being outdoors.
Laurie Macielinski
Client Service Specialist
Laurie Macielinski
Client Service Specialist
Laurie joined Mercer Advisors in January 2021 and is often the first point of contact to the Portland South office. Laurie began her professional career with American Express Global Business Travel. Laurie received her Bachelor of Science degree from Marylhurst University in Business and Management in 2005. She was a business owner and event manager from 2008 to 2014. She returned to travel industry as a meetings management coordinator serving the Nike Travel Team until 2017. In April 2018 she joined McGee Wealth Management, Inc now a part of the Mercer Advisors. Some of her responsibilities at Mercer Advisors include: client engagement, administrative coordination within internal departments, research, and day-to-day procedural support to the Wealth Management team.
Brittani Woodruff
Client Service Specialist
Brittani Woodruff
Client Service Specialist
Brittani became a member of Mercer Advisors in January 2021 with the team of McGee Wealth Management, Inc in Portland, Oregon. Brittani manages electronic client records and plays a key role in preparing for client reviews and planning meetings. She is a Financial Paraplanner Qualified Professional™ (FPQP) and provides administrative support to the financial advisors. She applies her attention to detail helping with organizational matters, communication among team members and help service clients.
Financial Paraplanner Qualified Professional™ and FPQP™ are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.
Michon McCabe
Client Service Specialist
Michon McCabe
Client Service Specialist
Michon joined Mercer Advisors in January 2021 as a Financial Paraplanner Qualified Professional™ (FPQP). In July 2019 prior to coming to Mercer, she worked with McGee Wealth Management, Inc assisting the lead advisors with client financial, estate and retirement planning and service. Michon had spent over 10 years prior in the banking sector serving high-net worth clients. She provides administrative support to the financial planning team.
Michon graduated from University of Oregon, obtaining her B.S. Sociology minor in Peace Studies. She is a native Oregonian, wife, and mother. An avid reader, Michon has been in a book group for almost 20 years. She loves walking the trails in the Hoyt Arboretum, traveling and morning yoga.
Financial Paraplanner Qualified Professional™ and FPQP™ are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.
Josh DeForest
Managing Director
Josh DeForest
Managing Director
CFA, CFP®
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.
with one of our talented wealth advisors who’ll help you connect all your financial dots
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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.
with one of our talented wealth advisors who will help you connect all your financial dots
All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
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