Stephanie joined Mercer Advisors in 2020. In her role, she helps individuals and families understand the distinct and integrated approach Mercer Advisors takes to address every aspect of their financial lives. She partners clients with wealth advisors who can help them achieve Economic Freedom™.
Stephanie finds joy in discovering how people align their personal values with their money, from charitable giving during their lifetimes to the legacies they wish to leave. Stephanie is driven by a sense of duty to educate and empower people to make the best financial decisions for themselves and their families.
Her own financial challenges growing up taught her that accumulating wealth is just the first step; lasting financial independence requires the right knowledge or partnership to manage and grow that wealth. Stephanie is a CERTIFIED FINANCIAL PLANNER® professional and holds a bachelor’s degree in finance from St. Edward’s University in Austin, Texas.
Outside the office, she enjoys spending time with her husband and son, playing piano, staying physically active, and cooking. She also loves exploring Houston’s diverse culinary scene, numerous museums, and rich cultural offerings.
Houston
5555 San Felipe Street Suite 200 Houston, Texas 77056