Client Service Specialist
Erin joined Mercer Advisors in 2021 as a Manager of Operations. Previously, she was a part of McGee Wealth Management (MWM), an SEC registered investment advisor. Erin has over 15 years of I.T. and customer service experience. Erin led the McGee Wealth Management Compliance Committee and is also assigned to special projects and personally assists the executive team. She helps familiarize clients with financial services technology, such as the financial planning software and custodian investor access platforms. She is familiar with the robust services provided to clients and is enrolled in a paraplanner course to further her learning. In her free time, Erin enjoys fixing things, mechanics, as well as time with her husband and daughter, and horse, dogs, and cows.