Meet Jennifer
Jennifer is a Sr. Wealth Advisor based in Portland, Oregon. Prior to joining Mercer Advisors in 2021, Jennifer was Sr. Vice President of McGee Wealth Management. She began her career in the financial services industry in 1992 while attending college at Portland State University. Jennifer is a CERTIFIED FINANCIAL PLANNER® professional. She enjoys working with executives and multigenerational clients by helping them build, preserve and transfer wealth efficiently and in alignment with their family values.
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
- Concentrated stock positions that require strategic diversification and tax efficiency
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
- Helping single women manage wealth on their own terms, with strategies aligned to their lifestyle and priorities
- After a layoff, helping clients protect what they’ve built and chart a path forward
Her working style
Jennifer collaborates with clients to help integrate all aspects of their financial life — investment management, cash flow, taxes, risk management, and long-term planning — to form a cohesive strategy. She emphasizes thoughtful planning, evidence-based investing, and ongoing guidance.
Jennifer in real life
What makes you tick?
I love guiding people toward a retirement that feels secure, intentional, and enjoyable.
What keeps you busy outside of work?
I love spending time with my family, watching my children play sports, and traveling.
Any words you try to live by?
Small disciplines create big outcomes.
Jennifer’s snapshots
The Forbes ranking of America’s Top Women Wealth Advisors and Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative data, learned through surveys and interviews conducted by telephone, in-person and virtually to evaluate best practices, such as service models, investing models and compliance records as well as quantitative data, such as revenue trends and assets under management. All advisors have a minimum of seven years’ experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.
Meet Jennifer’s Teammates
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