Jennifer Baick

Jennifer Baick

MBA, CFP®, CDFA
VP, Financial Planning Group

Meet Jennifer Baick

Jennifer heads the financial planning group at Mercer Advisors, which provides wealth advisors with deep subject matter expertise for giving high-caliber, personalized advice to clients; and develops quality standards and processes. Financial planners receive robust training and support for becoming subject matter specialists in a practice specialty. Jennifer began her wealth management career in 1999. Her past experiences include financial planning at Prudential and Citigroup, retirement consulting at Samsung, and advanced wealth planning for ultra-high- net-worth families at First Foundation Advisors and Freestone Capital Management. She graduated from Sweet Briar College and earned her MBA from UCLA’s Anderson School of Business. Jennifer practiced in D.C., Seoul, Southern California and Seattle. She now lives in the DMV area, raising her family and caring for her aging parents.

Articles by Jennifer Baick

2025 Tax Changes At-A-Glance 

2025 Tax Changes At-A-Glance
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Making Catch-Up 401(k) Contributions Can Be Key to Retirement Success — the Limits Are Changing 

Couple reading about Catch-up contributions 401(k)
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