Jennifer began her career in the financial services industry over 20 years ago after graduating from Western Carolina University with a BSBA in Financial Planning. Prior to joining Mercer Advisors in 2022, Jennifer was Vice President of Starks Financial Group in Asheville, NC. Jennifer enjoys working with clients by helping them build, preserve, and transfer their wealth efficiently and according to their values. Jennifer has earned several certifications including the CERTIFIED FINANCIAL PLANNER™ in 2002, Chartered Divorce Financial Analyst in 2014, and Chartered SRI Counselor℠ in 2021. Jennifer serves on the Board of Helpmate, a domestic violence agency and leads their Business Committee, partnering with local businesses to support the agency’s mission. When she has free time, Jennifer enjoys reading, traveling, attending concerts, and spending time with her daughter, Emery, and husband, Nathan.

Dave has been working since 2006 to help people understand their finances and create paths to meet their money and life goals. He has a passion for financial literacy as a means to help reduce the uncertainty and stress families often experience around their finances. He especially enjoys helping investors align their investments with their personal values through sustainable, responsible, and impact investing strategies. In addition to his certification as a CERTIFIED FINANCIAL PLANNER™ practitioner, Dave was one of the first advisors in North Carolina to earn the credential of Chartered SRI Counselor™ for expertise in sustainable and responsible investing. He was a founding member of the Raymond James Sustainable Investing Advisory Council and led the Investment Committee at his previous firm, Starks Financial Group.

Kathryn began working with families and their finances in 2012. In her early career, Kathryn worked for non-profits to educate first time homebuyers, counsel on student loans and offer financial coaching. Kathryn is intentional about learning her clients’ full financial picture to create detailed financial plans and finding creative solutions is one of the favorite parts of her job. She holds a bachelor’s degree from the University of North Carolina. A North Carolina native, Kathryn has lived in Asheville since 2014. In the community, she serves on the board of Girls on the Run of WNC. She and her husband enjoy spending time both being active outdoors and getting cozy with their three cats. Kathryn also enjoys gardening, reading and cheering on the Tar Heel basketball team.

Kristen graduated cum laude from Western Carolina University with a B.S. in business administration and a focus in financial planning. In 2022, Kristen joined Mercer Advisors through an acquisition. She works closely with local wealth advisors in Asheville, North Carolina, as well as with Wealth Path advisors across the country, to help clients reach their goals and achieve Economic Freedom™. She is currently pursuing the CFP® certification to deepen her knowledge and one day become a wealth advisor. In her free time, she enjoys hot yoga, strength training, gardening, and being outdoors.

Karin is a dedicated professional with a passion for delivering exceptional client service and supporting internal supporting teams. She is driven by her genuine enthusiasm to build strong client relationships based on trust and personalized service. Karin became a Mercer Advisors client service specialist when she moved to western North Carolina. Previously, she spent five years at Evercore Wealth Management and Evercore Trust Company, N.A. where she served on the client service team and as executive assistant to the firm’s chairman in the South Florida office. Before that, Karin honed her skills in operations management and administration through a career in real estate. Outside of work, Karin treasures time with her family; she is happily married and a proud mother of two grown children.