Estate Planning Strategist
Stefanie enjoys her role helping clients navigate estate planning strategies that best meet their financial planning goals and needs. Prior to joining Mercer Advisors, Stefanie practiced estate planning and litigation with Oregon-based law firms. She earned her law degree from Lewis and Clark College and her undergraduate degree in Political Science from The Ohio State University. Outside of the office, you will find Stefanie laughing with her husband, catching the latest Hollywood hit at the theater, or partaking in a great outdoor adventure.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All legal advice and estate planning document preparation are provided through Advanced Services Law Group, Inc. (“ASLG”). Estate Planning Strategist employed by Mercer Advisors act concurrently as Counsel with ASLG to provide these legal services and advice to clients. The services of Mercer Advisors and ASLG are separate and distinct from one another, with each requiring a separate agreement and having separate compensation arrangement for services rendered.