Meet Jennifer
Jennifer joined Mercer Advisors in 2022 through the acquisition of Starks Financial Group. She is a Wealth Advisor based in the Asheville, North Carolina office. Previously, she was Vice President and an owner of Starks Financial Group, building the firm from the ground up with Dawn Starks beginning in 1999. Jennifer holds a B.S. degree in business administration, with a focus in financial planning, from Western Carolina University. She is a CERTIFIED FINANCIAL PLANNER® professional, Chartered Divorce Financial Analyst®, and Chartered SRI Counselor℠.
Jennifer’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, Jennifer has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Complexities of inherited wealth, from taxes to legacy
- Helping single women manage wealth on their own terms, with strategies aligned to their lifestyle and priorities
- For women breadwinners, financial strategies to support their families and long-term goals
Her working style
Jennifer is thorough, detail-oriented, and honest. She is able to explain complex terms in simple terms. She values her long-term client relationships like family, offering compassionate, genuine, and caring guidance for life issues as well as financial issues.
Jennifer in real life
What keeps you busy outside of work?
My family, daughter’s sports, reading, and travel keep me busy.
How do you give back?
I am a board member of Helpmate, a local domestic violence agency. I also am Chair of the business committee, interacting with local businesses to support the agency’s goals.
What makes you tick?
I enjoy working with prospects and new clients: learning the history of their financial life, why they have the goals they do, and what makes them tick. That leads to putting together the whole picture for them, coming up with a gameplan, and seeing it through with them.
Meet Jennifer’s Teammates
Dave Werle
Wealth Advisor
What Jennifer Says
Dave is always willing to help work through client planning issues I may face. We all have different clients and different scenarios, but we work as a team to share knowledge and help solve clients’ problems.
Kathryn Beach
Wealth Advisor
What Jennifer Says
Kathryn is a huge help in brainstorming different client issues. We work together as a team to make sure we have thought through all the pros and cons of recommendations made to clients.
Karin Osofsky
Sr. Client Service Specialist
What Jennifer Says
Karin joined my team in 2024 and treats my clients with the same level of service they’ve known for 20 years. I get regular feedback about how nice, caring, and kind she is. She is very smart and wants to get to the bottom of issues for clients.
Ready to learn more?
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