CFP®, MBA, MSFP
Senior Client Advisor and Special Projects
Judy provides comprehensive financial planning and investment management to business owners, individuals and families. She became a financial planner after a successful career in high technology, co-founding two software companies for which she earned industry awards for innovation. Prior to joining Mercer Advisors, Judy was a Founding Partner of Confluence Financial Advisors. She was one of seven financial coaches on The Invested Life, a reality series produced by MSN Money and has been profiled in the Wall Street Journal. She is an adjunct faculty member of Personal Financial Planning at University of Colorado Boulder where she earned a BA in Economics and Geography as well as an MBA. She also has earned an MSFS in Personal Financial Planning. She and her husband have three grown children and enjoy skiing, scuba diving and travel. She is a CERTIFIED FINANCIAL PLANNERTM professional.