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When can you enjoy everything you’ve worked for?

Welcome to a different kind of wealth management in Portland-South

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-South area

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

Sarah Elise Berry

Sr. Wealth Advisor

Sarah Elise Berry

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

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

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

Wealth Advisor

James Roundy

James Roundy

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.

Erin Wheatcraft

Client Service Specialist

Erin Wheatcraft

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

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.

Carolyn Ann Muller

Client Service Specialist

Carolyn Ann Muller

Carolyn Ann Muller

Client Service Specialist

Prior to joining Mercer advisors in January of 2021 she had worked with McGee Wealth Management since 1993. Carolyn was the longest standing member of the MWM team, aside from Judith and Linette. Before then, she was the Executive Secretary working for the Chairman and President of Nissan Motor Corporation.

Carolyn responds to client service requests and manages client care. She also performs various transactions, including issuing checks, processing wires, making ACH transfers, and processing deposits.

In her personal time, Carolyn enjoys reading, movies, bowling, traveling with her sister, and spending time with her many pets.

Laurie Macielinski

Client Service Specialist

Laurie Macielinski

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

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

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.

Karrie Spencer

Managing Director

Karrie Spencer

Karrie Spencer

Managing 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 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.

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.

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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.