Meet Sarah

Sarah is a Wealth Advisor, based in Mercer Advisors Portland, Oregon office. She joined the firm through the acquisition of McGee Wealth Management in 2021. Sarah began her career in 2001 at Raymond James, where she served 11 years. She earned a B.A. in sociology with a minor in business administration from University of Oregon. She is a CERTIFIED FINANCIAL PLANNER® professional.

Sarah’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, Sarah has focused experience in these areas:

Planning for retirement, from high-earning years to long-term income strategies
Support for business owners, from growth and succession to liquidity events and legacy planning
Concentrated stock positions that require strategic diversification and tax efficiency
For business owners, advice on selling your business to help maximize value — and plan what comes next
For women breadwinners, financial strategies to support their families and long-term goals

Her working style

Sarah is very detail oriented. She is well prepared and follows through with meetings, striving to add value each time. Sarah is dedicated to acting as her clients’ family office manager.

Sarah in real life

What keeps you busy outside of work?

My daughter keeps me busy. I also enjoy Barre3, cooking, and spending time with friends.

What’s one thing you are surprisingly good at?

I like making flower arrangements.

Why do you like working at Mercer Advisors?

I love the people at Mercer Advisors, who genuinely care for others.

Sarah’s snapshots

Career highlights

Joined Mercer Advisors in 2021 through the acquisition of McGee Wealth Management
Served as a Vice President at McGee Wealth Management
Spent nearly six years as Market Director at Waddell & Reed
Began her career in 2001 at Raymond James, serving 11 years
Named as Forbes 2025 Best-In-State Wealth Advisors (OR) and 2025 Top Women Wealth Advisors Best-In-State
Recognized in AdvisorHub 2025 Advisors to Watch List

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Education

B.A. in Sociology, Minor in Business Administration, University of Oregon

Office location

Portland – South

See all Oregon locations

Existing Client Inquiries

Contact Sarah directly

The Forbes Top Women Wealth Advisors and Top Women Wealth Advisors Best-In-State 2025: The rankings developed by SHOOK Research, is based on an algorithm of qualitative data, learned through surveys and interviews conducted by telephone, in-person and virtually to evaluate best practices, such as service models, investing models and compliance records as well as quantitative data, such as revenue trends and assets under management.

All advisors have a minimum of seven years’ experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

AdvisorHub Advisors to Watch 2025: To be considered for the rankings, advisors complete an application and have at least $150m in AUM, seven years of experience, two years of good standing tenure at their current firm, and a clean regulatory record. The collective AdvisorHub rankings celebrate excellence in scale, growth, and professionalism—qualities that define our team.