Jennifer Baick

Meet Jennifer

Jennifer is Vice President of the Financial Planning Group, which provides wealth advisors with substantial 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 joined Mercer Advisors in 2017 after serving as Director of Financial Planning at Freestone Capital Management, where she delivered advanced wealth planning for ultra-high-net-worth families. Her experience includes financial planning at First Foundation Advisors, Citigroup, and Prudential and retirement consulting at Samsung Life Insurance.

Jennifer earned a B.A. degree in government and education from Sweet Briar College and an MBA degree from UCLA’s Anderson School of Business. She is a CERTIFIED FINANCIAL PLANNER® professional and Certified Divorce Financial Analyst® practitioner. Jennifer has practiced in Washington, D.C.; Seoul; Southern California; and Seattle.

Her working style

Jennifer believes collaboration is the key to delivering the right outcomes. She takes the time to understand what matters most to clients, listens before offering recommendations, and explains complex topics in clear, practical language. Jennifer is known for being approachable, dependable, and committed to helping clients navigate complex financial decisions with confidence.

Jennifer in real life

What keeps you busy outside of work?

Family. I’m trying to launch two teenage girls while taking care of aging parents with respect.

Favorite thing about where you live?

My favorite thing about being in the D.C. area is being surrounded by people who are working to make a difference and having the opportunity to contribute to something bigger than myself

Why do you like working at Mercer Advisors?

Mercer Advisors is where I finally feel like I’m able to put the client first.

Career highlights

Joined Mercer Advisors in 2017
Served as Director of Financial Planning at Freestone Capital Management for four years
Served as Associate Relationship Manager, Wealth Planner, at First Foundation
Served as Manager, Bancassurance Channel, Strategy and Marketing, for Samsung Life Insurance
Served as Financial Executive at Citigroup for two years
Began career as Financial Planner at Prudential Financial in 1999

Shareholder

Education

B.A., Government, Education, Sweet Briar College
MBA, University of California at Los Angeles

Office location

McLean

See all Greater Washington D.C. locations

Existing Client Inquiries

Contact Jennifer directly

Meet Jennifer ’s Teammates

At Mercer Advisors, we operate as a unified team. Get to know the teammates Jennifer counts on — and how they work together to support you.

Bryan Strike

Sr. Director, Financial Planning

What Jennifer Says

Bryan is a decorated and knowledgeable financial planner leader in the industry. He and I make a strong team because our strengths complement one another, and we’re united by a shared passion for serving clients and advancing the firm. We each have different perspectives and expertise, which allows us to approach challenges more thoughtfully and develop well-rounded solutions. That combination helps us create a greater impact — for our company, our colleagues, and, most importantly, the clients we serve.

Michael Van Boening

Director, Financial Planning

What Jennifer Says

Michael has an extraordinary work ethic and a commitment to excellence. He approaches every challenge with a sense of ownership and is relentless in his pursuit of delivering the highest quality advice to clients. His passion for helping others is evident in everything he does, and he consistently goes above and beyond to help ensure the best possible outcomes. His dedication, accountability, and drive set a high standard for those around him and make him an invaluable leader and teammate.