Meet Kathryn
Kathryn is a Service Operations Associate based in Thousand Oaks, California. She joined Mercer Advisors in 2026 through the acquisition of Eagleson Arndt Financial Advisors where she served in a client service support role. She brings a client-first perspective, drawing on years of experience to help individuals and families pursue their financial goals.
Her working style
Kathryn is a friendly, reliable point of contact for clients, and values building long-term relationships and stable connections. She listens carefully to each client’s concerns and responds with patience and understanding. Her approach is grounded in clear communication and a commitment to keeping clients informed at every step.
Kathryn in real life
What keeps you busy outside of work?
I enjoy spending quality time with my husband, my two boys, Johnny and Tucker, and my sweet dog, Charlie.
Any words you try to live by?
Whatever the mind can see and believe, it will achieve.
Favorite thing about where you live?
My favorite things about Thousand Oaks, CA are the weather, the people, and how close it is to the ocean, mountains, and desert.
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