Meet Stephanie
Stephanie is a Sr. Financial Planner based in Bend, Oregon. Before joining Mercer Advisors, she served as National Accounts Manager at Impax Asset Management and as Vice President, Business Initiatives Consultant in the Pacific Northwest region at Wells Fargo Private Bank. She has also served as a Wealth Planner at Wells Fargo Private Bank, Moss Adams, and Morgan Stanley Wealth Management. Stephanie earned a B.A. degree in communications, with a minor in Spanish, from the University of Minnesota. She is also a CERTIFIED FINANCIAL PLANNER® professional. Stephanie finds motivation in working with clients who strive to create a life that feels fulfilling.
Her working style
Stephanie partners with clients to help align their money with their values, purpose, and interests. She is a big-picture thinker who leads with curiosity, helping to give clients a sound framework and reassurance when making financial decisions. She works with clients that often hold a combination of assets — business interests, real estate, and investment porfolios — to understand the interconnected balance sheet.
Stephanie in real life
Any words you try to live by?
“Life is what happens when you’re busy making other plans.” Accountability, tracking progress, and thinking ahead are values that have been instilled in me from my family.
What are your favorite things about Bend, Oregon?
One of my favorite things about living in Bend, Oregon is that I can close my laptop at 5 p.m. and be on a trail in 10 minutes or hop on the ski lift at Mt. Bachelor in 30 minutes. The community in Bend is full of incredibly interesting and talented people. The town is small enough that our family can participate in multiple activities; we can ski, mountain bike, go to a soccer game, and make dinner plans all in the same day.
Why do you like working at Mercer Advisors?
The firm is full of talented, experienced, and driven professionals. The collaboration is unlike any other firm I’ve experienced.
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