Meet Katherine
Katherine is a Sr. Wealth Advisor based in Sun Valley, Idaho. She joined Mercer Advisors in 2025 after serving six years at Mason Investment Advisory Services where she advanced to Director of Financial Planning and Innovation. She began her career in wealth management in 2012 as a CERTIFIED FINANCIAL PLANNER® professional. She also completed the Emerging Leadership Lab at BlackRock. Katherine earned a A.B. degree in psychology from Princeton University and a MBA in financial planning from California Lutheran University.
Katherine’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, Katherine has focused experience in these areas:
- Multi-generational planning that aligns with your values and minimizes tax impact
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Guiding clients through living in retirement with steady income and smart planning
- Concentrated stock positions that require strategic diversification and tax efficiency
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
Her working style
Katherine believes the best financial planning starts with understanding clients — their goals, values, and communication style. She listens deeply, fosters collaborative conversations, and partners with other professionals for a seamless approach. Known for clear, compassionate communication, Katherine simplifies complexity and empowers confident decisions.
Katherine in real life
What keeps you busy outside of work?
I grew up living abroad in Asia and Europe. I spend a lot of time trying to keep my idioms straight, reading and watching British TV shows, and practicing French on Duolingo.
Favorite thing about where you live?
I love living in Sun Valley, Idaho. I have world class skiing, hiking, and trail running right outside my door.
What’s one thing you are surprisingly good at?
I have a knack for making mouth-watering ramen noodles.
Katherine’s snapshots
Meet Katherine’s Teammates
Doug Fabian
Sr. Vice President
What Katherine Says
Doug and I work together to create a welcoming, thoughtful space where prospective clients in the Idaho market can explore what’s most important to them. By combining our strengths and drawing on Mercer Advisors integrated expertise in financial planning, tax, investment, and estate strategies, we help people see how a coordinated approach can simplify their financial lives and support their long-term goals.
Mark Eshman
Director of Endowments and Foundations Group, Sr. Wealth Advisor
What Katherine Says
At our Sun Valley office, Mark and I bring together decades of experience to offer our clients a truly comprehensive approach to wealth management. With Mark’s deep investment expertise and my background in financial planning, we collaborate closely to deliver integrated strategies that align with each client’s goals, values, and legacy. It’s a partnership built on trust, insight, and a shared commitment to helping clients navigate their financial lives with clarity and confidence.
Will Rockett
Sr. Director of Investment Strategy
What Katherine Says
Will Rockett, and I work together to provide our clients with thoughtful, strategic access to specialized investment solutions at Mercer Advisors. By combining Will’s deep expertise in strategy, and my financial planning experience, we help clients understand how these opportunities fit into their broader financial picture. Our goal is to make complex strategies approachable, highlighting potential tax efficiencies and helping ensure every decision supports their long-term goals.
Kelly Palmer
Sr. Wealth Advisor
What Katherine Says
Kelly and I bring together decades of experience to serve our clients in Sun Valley, Idaho with care, clarity, and purpose. With Kelly’s deep roots at Mercer Advisors since 1988 and my background in financial planning, we work side by side to create the best possible context for our clients’ Economic Freedom™. Our goal is to help them feel confident and secure — so they can spend less time worrying about money and more time focusing on what matters most.
Alicia Carinalli
Wealth Advisor
What Katherine Says
Alicia and I work closely together to serve clients throughout the Idaho market. With roots in both communities, we bring a unified approach to financial planning that reflects the Mercer Advisors commitment to personalized, comprehensive service. Together, we help clients make informed decisions, understand the bigger picture, and feel confident about their financial future — no matter where they call home.
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