Meet Kristen
Kristen is a Regional Vice President based in McLean, Virginia. She joined Mercer Advisors in 2018 in a client development role and advanced to her current position in 2021. Kristen helps educate prospective clients about Mercer Advisors to determine whether we are a good fit and, if so, matches them with a dedicated wealth advisor. Before joining Mercer Advisors, Kristen served in Business Development and Investor Relations at Naqvi-Van Ness Asset Management for more than two years. She earned a B.S. degree in international finance from the American University of Paris. Kristen finds motivation in helping families pursue financial independence, and she enjoys mentoring new colleagues and the next generation.
Her working style
Kristen brings a consultative and thoughtful approach to her role, combining attention to detail with a focus on building relationships with prospective clients. She helps families identify their goals, values, and concerns around finances, guiding them toward the right solution. Kristen is dedicated to delivering a personalized experience for every family she serves.
Kristen in real life
What keeps you busy outside of work?
When I’m not at work, I spend time with my two children, who are very involved in sports, or focus on wellness by staying active, typically with a walk or workout class.
Favorite thing about where you live?
We live in Alexandria, Virginia, which has a fabulous sense of community and is a beautiful place to raise children.
What makes you tick?
I enjoy working with colleagues who genuinely care about each other and our clients. I also love meeting with families to learn about their unique stories and visions and to help them navigate financial complexities and achieve their goals.
Meet Kristen’s Teammates
Jenna Taylor
Client Development Associate
What Kristen Says
Jenna is dedicated to creating a positive onboarding experience, guiding new clients through each step and helping ensure they feel supported from day one.
Lawrence Solomon
Sr. Wealth Advisor
What Kristen Says
Larry is dedicated to delivering a white glove client experience, consistently going above and beyond to support clients and help them achieve their goals.
Heather M. Molloy
Wealth Advisor
What Kristen Says
Heather is committed to delivering personalized guidance by incorporating tax strategies into the overall financial plan, helping clients feel confident and well-prepared for the future.
Tyler Schaefer
Sr. Manager, Client Development Associate
What Kristen Says
Through his leadership and dedication to client service, Tyler helps create a streamlined and supportive experience that sets the foundation for long-term success.
Ready to learn more?
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