CJ Smith

CJ enjoys helping others to realize their financial goals. She has a depth of knowledge and experience in retirement planning, investment management, small business accounting, tax minimization strategies, estate management and financial planning for high-net-worth individuals and their families. CJ also has a diverse background in several industries, and before beginning her career in wealth management she ran her own company. Prior to joining Mercer Advisors, she was with Rowland Carmichael Advisors, a multigenerational wealth management firm in Scottsdale, Arizona. CJ earned her Bachelor of Science degree in Finance and Certificate of International Business from the W.P. Carey School of Business at Arizona State University. She also is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Divorce Financial Analyst (CDFA® ) and holds a FINRA Series 65 license. Outside of work, CJ enjoys spending time with her family, camping, flying as a private pilot, riding motorcycles and mountain biking.