Meet Carrie
Carrie is a Wealth Advisor based in Bellevue, Washington. She joined Mercer Advisors in 2021 through the acquisition of Miller Advisors, where she served as a Financial Planning Associate. Carrie earned a B.S. degree in applied and computational mathematical sciences from the University of Washington, with minors in applied mathematics and music, and is a CERTIFIED FINANCIAL PLANNER® professional and an Enrolled Agent (EA). Carrie enjoys partnering with clients, leveraging her knowledge and experience to help simplify complex situations and provide thoughtful guidance through every stage of the planning process.
Carrie’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, Carrie has focused experience in these areas:
- Guiding clients through living in retirement with steady income and smart planning
- Helping new families shift financial priorities while building a strong foundation for the future
- After a layoff, helping clients protect what they’ve built and chart a path forward
- Helping single women manage wealth on their own terms, with strategies aligned to their lifestyle and priorities
- Advising tech professionals, including clients at Microsoft and Amazon
Her working style
Carrie believes in laying out complex problems with clarity, allowing for decisions that foster harmony and alignment between resources and goals. She brings a collaborative planning experience grounded in trust, transparency, and thoughtfulness, helping clients navigate their financial lives with confidence.
Carrie in real life
Favorite thing about where you live?
I enjoy living in western Washington because it’s great for being outdoors: mountains, rainforests, rivers, and alpine meadows.
Any words you try to live by?
“If a man knows not to which port he sails, no wind is favorable.” ― Seneca the Younger “God provides the wind; man must raise the sail.” ― St. Augustine.
What keeps you busy outside of work?
Spending time with family and friends, playing piano and pipe organ, running, camping, cooking, and looking for joy in the littlest of things.
Meet Carrie’s Teammates
Piper Baker
National Client Service Specialist
What Carrie Says
Piper is phenomenal about solving problems and following through to help ensure smooth experiences for those around her.
Frances Smith
Principal
What Carrie Says
Frances has inspired and supported our local team, providing insight and sharing knowledge to help raise the collective caliber of our service and advice.
Alexa Willis
Wealth Advisor
What Carrie Says
Alexa has continually provided top-tier advice and has an extensive understanding about financial planning.
Articles by Carrie
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