Korina joined Mercer Advisors as a client service specialist in 2018 and worked her way up to being a portfolio consultant, specialized in consulting with advisors on portfolio strategy and objectives. She manages implementations, offers recommendations for portfolio transitions, and delivers detailed analytics reports for her advisor teams. Korina takes pride in her client service and ensuring our clients are supported on their path to reaching their financial goals. Korina began her career in financial services at Sigma Investment Management Company where she focused on marketing, event planning, and client service. She earned a bachelor’s degree from Pacific University and holds the FINRA Series 65 license. In her free time she enjoys exploring local attractions with her husband and their child.
Portland
121 Southwest Morrison Street Suite 910 Portland, Oregon 97204