Carrie Ohm

Carrie has been committed to the wealth management business for over 20 years. She brings deep experience in strategic planning, operational leadership, inorganic growth strategy, and a comprehensive understanding of advisory businesses.

At Mercer Advisors, Carrie collaborates with a team to support advisors seeking to scale their firms, solve for succession, or bolster growth.

Prior to Mercer Advisors, Carrie spent several years in the Corporate Development team at OneDigital, an insurance, benefits and wealth management firm. She was part of the early team that started an M&A platform at Prime Capital Investment Advisors, and she served for over a decade at Waddell & Reed with a focus on advisor recruiting.

Carrie is involved in the Financial Planning Association of Greater Kansas City, including as a past board member and president. She holds a Bachelor’s Personal Financial Planning from Kansas State University.