Meet Cailin
Cailin is an Associate Wealth Advisor based in Minneapolis, Minnesota. Cailin joined Mercer Advisors in 2024 through the acquisition of Waypoint Capital Advisors, where she began her career. Cailin earned a B.S. degree in finance from Arizona State University and is a CERTIFIED FINANCIAL PLANNER® professional. Cailin finds motivation in seeing clients leave a meeting with greater clarity, confidence, and reassurance.
Her working style
Cailin loves to build connections with clients and their families by having meaningful discussions and helping them with problem-solving. Cailin is relationship-driven and attentive, and she is known for being approachable, dependable, and committed to helping clients navigate complex financial decisions with confidence.
Cailin in real life
What keeps you busy outside of work?
I love to travel the world with my family and friends, exploring new places, food, and cultures.
Favorite thing about where you live?
Minneapolis has a great food scene. As a big foodie, I love trying out all the new and innovative restaurants my city has to offer.
Why do you like working at Mercer Advisors?
I love the community of Mercer Advisors. It always feels great to come to work and be around a supportive and kind community that continues to push everyone forward.
Cailin ’s snapshots
Meet Cailin ’s Teammates
John Mowery
Principal
What Cailin Says
John consistently empowers those around him to serve clients at the highest level. He fosters a culture of open feedback across all levels of the organization, helping us grow as teammates and continually improving the experience we provide to our clients.
Madeline Trettel
Wealth Strategist, Ascend
What Cailin Says
Madeline has a unique ability to make advisors and clients alike feel informed, understood, and confident. Her thorough financial planning work provides me clarity and reassurance, helping build trust and confidence throughout the planning process with our clients.
Charles Schwinck
Wealth Advisor
What Cailin Says
Charles cares about serving his clients in a knowledgeable but empathetic manner, helping ensure all of his clients feel like they are his only client.
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