Meet Stephanie
Stephanie is a Wealth Advisor based in Columbus, Ohio. She joined Mercer Advisors in 2026 through the acquisition of NorthAvenue Financial Advocates, where she served since 2020. She joined the firm as a Client Service Associate, advanced to Associate Advisor a year later, and became Lead Advisor and Partner in January 2025. Stephanie earned a B.A. degree in foreign language and literature from Washington State University and an M.S. degree in personal financial planning from Kansas State University. She is a CERTIFIED FINANCIAL PLANNER® professional.
Motivated by a passion for financial education, Stephanie is energized by helping people — especially younger generations — gain the knowledge and guidance they need to make confident financial decisions and build a strong foundation for long-term success.
Stephanie’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, Stephanie has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Guiding clients through living in retirement with steady income and smart planning
- Helping single women manage wealth on their own terms, with strategies aligned to their lifestyle and priorities
- Providing clarity for military families navigating career transitions and financial complexity
Her working style
Stephanie is enthusiastic about building long-term relationships with clients. She strives to be an advisor that is relatable and approachable. Her goal is to take the stress out of clients’ finances so they can go about enjoying their life.
Stephanie in real life
What keeps you busy outside of work?
My husband and three daughters keep me busy. My oldest daughters are in college, and the youngest is in high school. We are actively involved in our church and volunteer in various capacities.
What’s one thing you are surprisingly good at?
Baking. I love to create desserts in the kitchen. My daughter said I’m especially good at making frosting. When I visit the Columbus office, I frequently bring in desserts for everyone.
What makes you tick?
I was raised by two farm kids from Idaho. They taught me to work hard, be financially frugal, serve God, and always try to improve myself.
Stephanie’s snapshots
Meet Stephanie’s Teammates
Kristen Moosmiller
Wealth Advisor
What Stephanie Says
Kristen is an amazing advisor. Her attention to detail continually helps our clients, and her integrity to always do what’s right for our clients is inspiring.
Tracy Friedel
Service Operations Associate
What Stephanie Says
Tracy does such a great job in completing paperwork quickly and accurately. She knows the ins and outs of our brokerage firm partners.
Trista Hill
Relationship Manager
What Stephanie Says
Trista has such a great touch with our clients. I love watching her interact with them whether it be in person or over email. She is patient and helpful, and she goes above and beyond to assist our clients, including driving to the house of a client who was ill to notarize a document for them.
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