Stephanie joined Mercer Advisors in 2020 and has been in the financial services industry for almost a decade, helping a wide range of clients achieve Economic Freedom™. As a CERTIFIED FINANCIAL PLANNER™ professional, Stephanie enjoys partnering with clients to help them better understand money and achieve their financial goals. Although she considers herself an organized and methodical number cruncher, Stephanie is most passionate about client relationships and helping them connect the numbers to everyday life. Stephanie earned a bachelor’s degree in finance from St. Edward’s University in Austin, Texas. In her free time, she enjoys traveling with her husband and son, being physically active, and cooking.
Houston
5555 San Felipe Street Suite 200 Houston, Texas 77056