Meet Lizzie
Lizzie began her career in financial planning in 2020 and joined Mercer Advisors in 2023. Previously, she worked at Day & Ennis and Edward Jones. Her desire to help people improve their lives is what originally led her to financial planning and becoming a CERTIFIED FINANCIAL PLANNER® professional in 2022. Lizzie enjoys developing client relationships and managing the financial planning workflow. She’s motivated to help clients achieve their goals through investment performance, planning, and client service. Lizzie graduated Summa Cum Laude from Auburn University with a Bachelor of Science degree in finance.
Lizzie’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, Lizzie has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- 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
- Helping new families shift financial priorities while building a strong foundation for the future
- Family businesses navigating succession, liquidity, and legacy goals
Her working style
Lizzie is known for her proactive initiative, meticulous process, and thoughtful care for her clients.
Lizzie in real life
What keeps you busy outside of work?
I spend my spare time with my husband, son, and two goldendoodles. We love playing sports in the yard like golf, football, and baseball. I also enjoy cooking healthy meals for my family.
Favorite thing about where you live?
My family, my church, and the familiarity of this city is everything to me. Macon is where I grew up and where I want to raise my family.
What makes you tick?
I have a passion for serving others. Knowing I can truly make an impact in my clients’ lives and keep their best interest first, is what drew me to this profession and to Mercer Advisors.
Lizzie’s snapshots
Meet Lizzie’s Teammates
Noah Reichert
Wealth Advisor
What Lizzie Says
Noah provides a steadiness during big financial transitions in his clients’ lives. He listens deeply in order to understand each situation and provide personalized guidance.
Jefferson Bell
Client Service Specialist
What Lizzie Says
Jefferson helps us put strategy into action. He strives to meet any and all client requests with efficiency and care.
Sarah Cannon
Wealth Advisor, Director
What Lizzie Says
Sarah is passionate about helping her clients navigate the complexities of their financial lives and guides her team to elevate the client experience across the board.
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