CFP®, ChFC®, CWS®, CDFA®
Judy has been in the financial services industry for 20+ years. Immediately prior to joining Mercer Advisors, she was a Portfolio Counselor with Osborne Partners Capital Management where she offered financial planning and advice to individuals and families. During her extensive career, she has learned the importance of financial planning and believes that planning is the foundation of helping individual investors reach their life goals. She graduated from the University of Oregon with a degree in Economics. Judy speaks fluently in English and Japanese.