Meet Kira
Kira is a Wealth Advisor based in Minneapolis, Minnesota. She joined Mercer Advisors after serving at Fidelity Investments where she advanced over eight years in various roles from a Customer Relationship Advocate to Financial Consultant. Kira finds motivation in helping clients feel secure and empowered so they can focus on living fully and showing up as their best selves in every part of life. Kira earned a B.A. degree in mathematics and economics with a concentration in statistics at St. Olaf College. She is also a CERTIFIED FINANCIAL PLANNER® professional.
Kira’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, Kira has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Helping new families shift financial priorities while building a strong foundation for the future
- Guiding clients through living in retirement with steady income and smart planning
- Helping single women manage wealth on their own terms, with strategies aligned to their lifestyle and priorities
- For women breadwinners, financial strategies to support their families and long-term goals
Her working style
Kira blends thoughtful financial guidance with a grounded, wellness-centered approach to life. Inspired by mindfulness, adventure, intentional living, and meaningful connection, she helps clients build wealth in a way that supports balance, financial freedom, fulfillment, and confidence — helping to create lives with more flow, flexibility, well-being and time for what matters most. Kira is known for a calm presence, deep listening, and bringing clarity and ease to financial planning.
Kira in real life
What keeps you busy outside of work?
I enjoy spending time with family and friends and participating in hockey, yoga, golf, skiing, hiking, traveling, camping, meditation, reading, cooking, and hosting.
Any words you try to live by?
If no one ever saw where I lived, what I wore, or what I earned, would I still be proud of myself?
Why do you like working at Mercer Advisors?
I like working at Mercer Advisors because it aligns with how I believe wealth should be managed. I am drawn to the collaborative culture and the ability to really understand each client’s full story so I can help them make decisions that reflect what matters most to them — not just financially but in their overall life.
Kira’s snapshots
Meet Kira’s Teammates
Evan Bachman
Wealth Advisor
What Kira Says
Clients benefit from a collaborative approach between me and a detail-driven mentor, combining big-picture planning with structured, process-focused follow-through.
John Mowery
Principal
What Kira Says
I am part of a team led by an experienced advisor who has extensive financial markets expertise and has successfully run his own practice, bringing depth, discipline and real-world experience to our client relationships.
Karin Fure
Sr. Client Service Specialist
What Kira Says
Karin plays a key role in implementing and coordinating client requests, helping bring plans to life with consistency and care.
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