Client Service Specialist
Mia began her financial services career in 2000 at Charles Schwab & Co., as a Dollar Cost Averaging Representative for the mutual fund trading desk. In 2002, Mia joined Freestone Capital Management in Seattle, and during 10 years with the firm she had several roles, including Private Client Services Associate and Operations Associate. For 20-plus years, she’s gained indispensable skills in service and financial details and has enjoyed building strong relationships with clients and industry professionals. Mia joined Mercer Advisors as a Client Service Specialist in October 2023.