Meet Carin
Carin is a Wealth Advisor based in Schaumburg, Illinois. She began her financial services career in 1999, working in institutional investment consulting before transitioning to personal financial planning and wealth management in 2001. Carin graduated from the University of Notre Dame with degrees in Economics and French. It was during her time at CCP Inc., a fee-only financial planning firm founded by her mother, that Carin’s passion for financial planning blossomed.
Carin’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Carin has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Helping new families shift financial priorities while building a strong foundation for the future
- Guiding clients through living in retirement with steady income and smart planning
- Complexities of inherited wealth, from taxes to legacy
- Helping single women manage wealth on their own terms, with strategies aligned to their lifestyle and priorities
Her working style
It’s important to Carin to have long-term relationships with clients; the better she knows them, their risk tolerance, their behaviors, their non-managed assets, and more, the better guidance she can provide. In addition to financial considerations, she tries to focus on the behavioral and emotional factors. She strives to provide enough education that a client understands why we are making a financial decision together. Carin considers the true benchmark of a successful relationship to be helping a client achieve their goals.
Carin in real life
What keeps you busy outside of work?
My family — husband, Mark, and our three active children. My parents also live nearby so we are fortunate to spend time with them. I enjoy cooking and dining out, cheering for Notre Dame, and travel.
What makes you tick?
A deep sense of purpose and gratitude. I feel very grateful for the opportunities and blessings in my life — they remind me daily that I’m part of something bigger than myself. That gratitude fuels my drive to do things well, not just for personal growth but to give back and serve others.
Why do you like working at Mercer Advisors?
At our core, we are focused on our clients and their goals. Our services, our expertise, and our team is designed to deliver the best financial planning experience possible.
Carin’s snapshots
Meet Carin’s Teammates
Joy Kaczmarek
Manager, Client Service
What Carin Says
Joy consistently embodies professionalism and excellence in every interaction — whether with our team or our clients. She strives to deliver the highest level of care and quality, always infused with a personal touch, genuine empathy, and just the right amount of humor.
Tom Herzing
Sr. Wealth Advisor
What Carin Says
Tom is a seasoned Wealth Advisor, who never hesitates to make himself available for collaboration and brainstorming. He has a keen ability to identify the most critical elements of any situation and consistently brings clarity to complexity. He has thoughtful insights and a preference for practical, straightforward solutions — even when tackling the most intricate financial challenges.
Lucas Schwaller
Sr. Vice President
What Carin Says
Lucas is a natural people-person with a remarkable ability to connect and communicate across all backgrounds and roles — whether he’s engaging with prospective clients or collaborating with colleagues. He can put others at ease, tailoring his approach and level of detail to suit each individual’s needs and interests; communicating with him feels both personal and purposeful.
Tabitha Seldomridge
Sr. Client Service Specialist
What Carin Says
Tabitha is a powerhouse when it comes to client service. She consistently gets things done with speed and precision, never compromising on quality or attention to detail. Her commitment to excellence makes her an invaluable asset to both our team and our clients.
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