CFP®, MBA, MSFP
Senior Client Advisor and Special Projects
Judy has been providing comprehensive financial planning and investment management to business owners, families and individuals since 2007. In addition to her role as a Client Advisor, she leads Mercer Advisor’s initiative offering financial planning for the next generation. She transitioned to the financial services industry 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, has been profiled in the Wall Street Journal. She is the author of “Coin: The Irreverent Yet Practical Guide to Money Management for Recent College Graduates” and is an adjunct faculty member in the Personal Financial Planning program at the Leeds School of Business at University of Colorado Boulder. She earned a Bachelor of Arts degree in economics and geography and an MBA from the University of Colorado, and a Master of Science in Personal Financial Planning from the College for Financial Planning. Married for a really long time, she has three grown children and enjoys skiing, scuba diving and travel. She is a Certified Financial PlannerTM and holds a FINRA Series 65 license.