Meet Yvonne
Yvonnie is a Partner based in Scottsdale, Arizona. She joined Mercer Advisors with decades of experience in financial services, including 20 years dedicated to guiding individuals and families through complex financial decisions. She spent 17 years at TIAA-CREF and most recently worked at Vanguard before joining Mercer Advisors. Yvonne is a member of the Women’s Leadership Alliance and contributes her time and expertise through pro bono work via the CFP Board. She is a CERTIFIED FINANCIAL PLANNER professional®. Yvonne earned her MBA from Northwestern University’s Kellogg School of Management and her undergraduate degree from the University of Illinois at Urbana-Champaign.
Yvonne’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, Yvonne has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Financial strategy for clients who are divorced and divorcing, including asset division and long-term planning
- Guiding clients through living in retirement with steady income and smart planning
- Helping single women manage wealth on their own terms, with strategies aligned to their lifestyle and priorities
Her working style
Yvonne is known for bringing care, clarity, and intention to every client relationship. Time is taken to listen deeply and understand what truly matters before offering advice. Financial decisions are personal, and guidance is grounded in thoughtful analysis, clear communication, and a steady focus on long-term outcomes so that clients feel supported, confident, and well prepared at every stage.
Yvonne in real life
Why do you like working at Mercer Advisors?
Financial planning has always been my passion shaped by years of education and hands-on client experience. I value working at Mercer Advisors because it allows me to support clients in a truly holistic way. The depth of collaboration empowers me to guide clients with clarity and confidence to focus on what matters most to them.
What keeps you busy outside of work?
Outside of work, I love mentoring students and young professionals interested in financial planning, and volunteering to help individuals improve their financial lives. I truly enjoy giving back to others. It’s rewarding, energizing, and keeps life full of purpose.
Favorite thing about where you live?
Having lived on the East Coast, the West Coast, and the Midwest, every place has felt like the perfect place for that stage in my life. Now in Arizona, what I love most is the beauty of the desert, the rugged mountains, and vibrant sunrises and sunsets. In just a few hours, it is possible to be in the mountains or at the ocean, making it a constant adventure and a source of balance and inspiration.
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