Meet Jamie
Jamie is a Relationship Manager based in Leawood, Kansas. She joined Mercer Advisors in 2026, after previously serving as a Client Service Associate at Infinitas. Jamie spent time as a Customer Service Specialist at Mitchell Capital Management. She enjoys building relationships with clients, understanding what matters most to them, and finding solutions tailored to their needs. Her interest in financial services was inspired by her father, a wealth advisor for more than 25 years, whose work showed her the value of long-term client relationships. She earned a bachelor’s degree in finance from Missouri State University.
Her working style
Jamie is known for her proactive and thoughtful approach to problem-solving and her dedication to follow-through. She takes initiative, approaches challenges with a client-focused mindset, and enjoys breaking complex issues into manageable steps. As a lifelong learner, she continually seeks new knowledge and tools that can help improve outcomes and enhance the client experience.
Jamie in real life
Favorite thing about where you live?
Having grown up in St. Louis, having attended college in southwest Missouri, and now living in Overland Park, Kansas, I’ve spent most of my life in the Midwest. What I love most about the region is its four distinct seasons and the people. From summers at the lake to snowy winter mornings, I enjoy experiencing everything each season has to offer. I also appreciate the genuine, down-to-earth nature of Midwestern communities. With much of my family rooted here, the Midwest has always felt like home and reflects the values and sense of community that are important to me.
How do you give back?
I believe giving back starts with how we show up for the people around us every day. Whether it’s being a cheerleader for friends, family, or colleagues or finding small ways to make someone’s life a little easier, I try to make a positive impact whenever I can. I also believe in consistent generosity, whether through charitable giving, thoughtful gifts to loved ones, or simply going the extra mile for someone who needs support. No matter the place or circumstance, there’s always an opportunity to lend a helping hand and contribute to the greater good.
Any words you try to live by?
I believe in continually working to become a better version of myself. Growth starts with being honest about your strengths and shortcomings, then putting in the effort to improve, whether that’s building new skills, strengthening relationships, or developing greater emotional intelligence. I try to identify qualities I admire in my friends, family, and colleagues, learn from their examples, and challenge myself to keep growing. I’ve found that surrounding myself with good people who inspire me to be better is one of the most powerful drivers of personal and professional growth.
Jamie’s snapshots
Meet Jamie’s Teammates
Chad Adams
Research Manager
What Jamie Says
Chad brings extensive investment expertise, thoughtful portfolio construction, and a high level of precision to every client relationship. His attention to detail and commitment to continuous learning help ensure our clients receive well-researched, disciplined investment solutions, allowing us to deliver advice that is both personalized and grounded in a strong investment process.
Christine Leyva
Director of Operations
What Jamie Says
Christine is a leader who understands both the big picture and the individual strengths of each member of our team. She creates an environment that encourages growth, collaboration, and exceptional client service, helping us continually improve and deliver meaningful results for our clients. Her leadership plays a key role in helping ensure we meet client needs and that every interaction reinforces the trust and confidence our clients place in us.
Kim Knight
Service Operations Associate
What Jamie Says
Kim combines strong organizational skills and attention to detail with a genuine sense of empathy for our clients. As one of the first points of contact, she helps clients feel heard, supported, and confident that their needs are being taken care of. Her positive attitude, reliability, and commitment to delivering a great experience make her an invaluable member of our team.
K. Wade Carpenter
Partner
What Jamie Says
Wade has a unique ability to build trust, create confidence, and develop lasting relationships with clients. He takes the time to understand what matters most to each person and has a remarkable ability to remember the details that make clients feel known and valued. As a leader, he provides clear direction, supports the growth of those around him, and helps ensure our team delivers a consistent, high-quality experience that allows clients to feel confident in their financial future.
Chad Berg
Wealth Advisor
What Jamie Says
Chad combines technical expertise with a disciplined planning approach to help clients make informed financial decisions. His ability to prioritize competing goals, develop actionable strategies, and communicate recommendations clearly helps clients feel confident in their path forward. He is also a valued leader on our team, investing in the growth of newer employees and helping uphold the exceptional client experience that defines our firm.
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