Meet Stephen
Stephen is a Wealth Advisor based in Portland, Oregon. He joined Mercer Advisors in 2023 after serving in wealth management and financial planning roles for nearly five years. Prior, he spent more than six years at BCA Financial Services as a business analyst and financial advisor. Stephen is a CERTIFIED FINANCIAL PLANNER® professional. He also earned a Bachelor’s degree in interdisciplinary studies for business administration and music performance from George Fox University.
Stephen’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, Stephen has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Support for business owners, from growth and succession to liquidity events and legacy planning
- 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
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
His working style
Stephen focuses on clients’ lives and emotional goals, helping them articulate what truly matters and aligning their financial resources to support a richer enjoyment of life. He is known for empathetic listening and for translating deeply personal priorities into coordinated, intentional strategies. As a trusted and consistent partner, he brings care, clarity, and presence to every stage of a client’s financial journey.
Stephen in real life
What keeps you busy outside of work?
My wife and my dog (Obi, the Miniature Bernedoodle).
What makes you tick?
Hiking, backpacking, cycling, paddleboarding, running, swimming, and generally being out in nature.
Why do you like working at Mercer Advisors?
The authentic, caring, sympathetic, hard working, humble, and friendly staff who, by extension, attract clients with similar traits.
Meet Stephen’s Teammates
Benjamin Faulkner
Sr. Estate Planning Strategist
What Stephen Says
Ben engages the client about what matters most to them and provides the legal guidance to help them establish an estate plan that fits their specific family. His approach integrates smoothly with the financial planning I do with clients and makes it a joy to work with him.
Kara Pollock
Tax Support Specialist
What Stephen Says
Kara’s dedication to helping clients navigate the tax preparation process is a delight. Her communication and understanding helps make the client’s experience smooth and pleasurable.
Ready to learn more?
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