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.

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.

Andrea joined Mercer Advisors with many years of well-rounded experience as a top performer in both private and institutional wealth management. She specializes in complex planning for closely-held business owners and charitable gifting strategies. With a passion for financial education and transparency, Andrea partners with her clients to provide clarity every step of the way - empowering them to make smart financial decisions and execute their plan with a sense of ownership. As an Oregon native, Andrea is a proud graduate of Portland State University, majoring in Finance. She and her partner live in NE Portland with their daughter, Baye, and German Shepherd, Kona. Andrea recharges by taking trips to the Coast, wine tasting in the Valley, and playing in the Portland Basketball league.

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 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 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 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 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 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 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 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 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.