Stephanie joined Mercer Advisors in 2020 and brings with her experience with entrepreneurs, charitably-inclined individuals, and high-net-worth families. Beginning her career at a boutique financial planning firm allowed Stephanie to experience firsthand the importance of holistic planning in pursuit of financial independence. From there, she transitioned to an investment management firm where she deepened her knowledge of portfolio modeling, tax planning, and unique assets. Stephanie is a CERTIFIED FINANCIAL PLANNERTM professional and Registered Investment Adviser, and she received her Bachelor’s degree in Finance from St. Edward’s University. In her free time, Stephanie enjoys volunteering, playing tennis, and spending time with her family and friends.