Meet Victoria

Victoria is a Wealth Advisor based in Salt Lake City, Utah. Before joining Mercer Advisors, she served as a Financial Advisor at Dentist Advisors and a Financial Planner at Ellevest. She began her financial services career in 2018. Victoria earned a B.S. degree in finance from the University of Utah. She is a CERTIFIED FINANCIAL PLANNER® professional.

Victoria’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, Victoria 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
Helping new families shift financial priorities while building a strong foundation for the future
Complexities of inherited wealth, from taxes to legacy
Helping dentists balance personal wealth goals with the demands of running a practice

Her working style

Victoria brings clarity and confidence to financial planning with a proactive, detail-oriented approach. She grounds every recommendation in her clients’ values and creates purposeful systems for today and tomorrow. Known for her warmth and follow-through, Victoria is the accountability partner who ensures nothing is overlooked.

Victoria in real life

Favorite thing about where you live?

I love the outdoors and have a great appreciation for nature. I enjoy hiking, skiing, paddle boarding, camping, and just being in the mountains. Salt Lake City has a lot of small businesses and everyone here is generally into the outdoors in some capacity and enjoys being active.

What keeps you busy outside of work?

I have a cuddly Golden Retriever named Wally who keeps me busy. I’m training him to become a therapy dog so we can volunteer together! I enjoy being active and lifting at the gym. There are many parallels between health and wealth. Both are simple but not easy and require two things: time and consistency.