Meet Elizabeth
Elizabeth is a Partner based in Denver, Colorado. She joined Mercer Advisors after serving as Sr. Family Advisor for Walton Enterprises for three years. Prior, she served as Chief Investment Officer & Chief Operating Officer at Wealthgate Family Office and as Vice President of Private Wealth Management at Goldman Sachs. Elizabeth earned a B.A. degree in history from Princeton University.
Elizabeth’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, Elizabeth has focused experience in these areas:
- Multi-generational planning that aligns with your values and minimizes tax impact
- Private markets, including fund due diligence, liquidity planning, and portfolio integration
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
- Family businesses navigating succession, liquidity, and legacy goals
- Supporting women entrepreneurs navigating ownership, growth, and personal wealth
Her working style
Elizabeth enjoys solving problems, asking the hard questions to get to the right answer. She is happy to get all the subject matter experts in the room to think through complex financial situations. Elizabeth aims to help ensure clients get comprehensive solutions that work across generations within a family.
Elizabeth in real life
What keeps you busy outside of work?
Outside of work, I’m usually chasing after my two daughters — at home and on the ski slopes.
Any words you try to live by?
Be curious, be kind, and keep getting better.
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