Meet Emma
Emma is a Wealth Advisor based in Boca Raton, Florida. She joined Mercer Advisors in 2023 through the acquisition of Paragon Wealth Strategies where she was responsible for rebalancing the firm’s portfolio, day-to-day trading, and transitioning new accounts in a tax-efficient and mindful manner. She also crafted financial plans for new clients, and provided recommendations to clients. Emma is a CERTIFIED FINANCIAL PLANNER® professional and earned the Accredited Financial Counselor certification. She holds a B.S. degree in personal financial planning from Kansas State University, graduating Summa Cum Laude.
Emma’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, Emma 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
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Relocating in retirement with a clear financial strategy
- For women breadwinners, financial strategies to support their families and long-term goals
Her working style
Emma’s working style is centered on creating a comfortable, caring, and open environment where clients feel at ease. She believes in honest conversations and takes time to educate clients so they understand not just what is recommended, but why it’s right for them. As a trusted partner, she meets clients where they are and walks alongside them, step by step, toward a financial future built with clarity, confidence, and care.
Emma in real life
What keeps you busy outside of work?
My husband and I love to travel, with a goal of visiting all of the National Parks, as well as attend country music concerts. When we’re not traveling, I spend my time quilting, reading, or chasing my next race goal!
What makes you tick?
My faith, deep personal connections with family and friends, and personal growth.
Why do you like working at Mercer Advisors?
At Mercer Advisors, we are empowered to walk alongside our clients in their financial journeys, and are given the tools and support to do so effectively.
Emma’s snapshots
Meet Emma’s Teammates
Noah Reichert
Wealth Advisor
What Emma Says
Noah teaches me how to go above and beyond for our clients, helping ensure they know they are our priority.
Angela Tucker
Relationship Manager
What Emma Says
Angela keeps clients’ needs top of mind as she helps facilitate the day-to-day of our work. She helps things run smoothly!
Amanda Caster
Manager, Sr. Financial Planner
What Emma Says
Amanda is an amazing Financial Planner, who deeply understands clients’ needs and is able to think critically about their financial situations, helping to create and present financial plans customized to each person.
Ready to learn more?
Explore More
Investing in Horses: Risks, Returns, and How to Integrate Equine Assets Into Your Wealth Plan
April 13, 2026