Prior to joining Mercer Advisors, CJ was with Rowland Carmichael Advisors, a multigenerational wealth management firm in Scottsdale, Arizona. She enjoys helping others to realize their financial goals. CJ possesses expertise in retirement planning, investment management, small business accounting, tax minimization strategies, estate management and financial planning for high-net-worth individuals and their families. She also has a diverse background in several industries, and before beginning her career in wealth management she ran her own company.
CJ earned her Bachelor of Science degree in Finance and Certificate of International Business in 2005 from the W.P. Carey School of Business at Arizona State University. She also is a CERTIFIED FINANCIAL PLANNER™ professional, and holds a FINRA Series 65 license.
Away from work, she enjoys spending time with her family, camping, flying as a private pilot, riding motorcycles and mountain biking.