Frances has been providing comprehensive financial planning services and guiding families towards achieving Economic Freedom™ for more than a decade. As a senior wealth advisor and director at Mercer Advisors, she oversees services for existing clients, and welcomes new clients, across the state of Washington. Frances graduated magna cum laude with a degree in economics from The Ohio State University and has obtained CFP® and CSRIC® certifications. Based in Seattle, Washington, Frances enjoys exploring the region’s diverse geography in her free time with activities like mountain climbing, trail running, and paddle boarding.

Matt wants to guide as many people as possible to Economic Freedom by translating their financial goals into actionable plans. Using everyday language, he works with clients to help them understand how choices and external factors today may affect their goals in the future. Matt has worked in financial services since 2001, with stints at Russell Investments and JP Morgan. In 2009, he founded a financial advisory firm and has provided comprehensive planning to hundreds of clients. Matt has a master’s degree in international economics from Johns Hopkins University and a bachelor’s degree from Oberlin College. He’s a Retirement Income Certified Professional® and holds licenses for FINRA, Series 63, Series 66 and for life and disability insurance in Washington state. Matt enjoys cooking for friends and family and hiking mountain trails.

Tarek began his wealth management career in 1998. Prior to joining Mercer Advisors, he worked as a Senior Client Advisor for a local RIA. He holds a Bachelor of Science from the University of Washington, and is a CERTIFIED FINANCIAL PLANNER™ professional. Tarek has developed expertise in comprehensive financial planning, including legacy planning, retirement strategies, and college planning. He takes time to step into his client’s shoes to help them make decisions to realize their goals and guide them toward a better financial future. Tarek resides in Kirkland, WA and when not working enjoys travel and watching his young children flourish. He is also a member of the Financial Planning Association of Puget Sound.

Alexa is passionate about helping people turn financial aspirations into realities and guiding them toward financial freedom and security. With a father who was a financial advisor and a grandfather who was an avid investor, she’s been immersed in the industry since an early age. As a CERTIFIED FINANCIAL PLANNER™ professional, her goal is to optimize every client’s financial situation, so they never again have to worry about money. Alexa has significant experience in tax planning and strategy, insurance, education planning, legacy planning, and investment management. Prior to joining Mercer Advisors, she worked for several years as a crisis intervention coordinator at a local nonprofit, helping women and families navigate through hardship. When not at work, Alexa can be found exploring a mountain trail, reading, trying a new recipe, or spending time with her husband and family.

Jesse began his financial services career in 2006. He graduated from San Diego State University with a degree in Business Administration. He is an active member of the Puget Sound chapter of the Financial Planning Association. His passion is working with people to help them achieve both their wealth management and asset management objectives. Jesse has acquired expertise in developing comprehensive financial plans which uncover actionable steps his clients can take to secure a better financial future and he takes great care in guiding them through each step of the process.

Tom spent much of his career in executive-level financial management roles, making him exceptionally attuned to the nuanced needs of corporate executives, affluent business owners, and retirees. Before joining Mercer Advisors, he served as a Wealth Management Advisor for Blue Moon Wealth Advisory. Tom has a Bachelor of Arts in Mathematics and Computer Science from Western Washington University and received his Executive MBA from the University of Washington. His active involvement across various organizations, from non-profits to Fortune 500 companies, laid the groundwork for his successful career in private wealth management. In 2024, Tom was named a Five Star Wealth Manager winner for the fifth time.

_{Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.}

_{Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.}

Prior to joining Mercer Advisors, Carrie was with Miller Advisors, an investment advisory firm in Kirkland, WA. Her career in financial services was preceded by experience teaching exam preparation courses and volunteer training of service dogs. Carrie is a CERTIFIED FINANCIAL PLANNER™ professional. She holds a degree in Applied and Computational Mathematical Sciences from the University of Washington, with a minor in music, and a great love for vocal harmony in hymns. On weekends, you can find her with her family or trail running and backpacking in the mountains of the northwest.

Sharon Littell joined Mercer Advisors in 2021, with more than 10 years of experience in the financial services industry. Prior to joining Mercer Advisors, she worked with Miller Advisors as a Client Service Associate. Her extensive experience in Client Service has provided opportunities to work with many custodial firms, such as Charles Schwab, TD Ameritrade, Fidelity and most recently Raymond James. At Miller Advisors she bridged the gap between Raymond James, Miller Advisors, and clients with a desire to be the go-to person for all client operational needs. She holds the FINRA Series 65 License and Life, Health and Disability Insurance License, and is a licensed Notary Public. Outside of work, Sharon likes to play with her 4 young grandchildren.

Salem began his financial services career in 2017 and joined Mercer Advisors in April 2023. He enjoys providing extraordinary service and helping clients achieve their financial goals. He’s also dedicated to assisting advisors in building long-term client relationships. Salem moved to the United States when he was 18 years old, and graduated from the University of Washington Bothell in 2019 with a double major in finance and law, economics & public policy (LEPP). In his free time, Salem enjoys reading, golfing, hiking, watching sports, and traveling.

Jaclyn joined Mercer Advisors after working for a year in the financial services industry following her May 2021 graduation from Gonzaga University. Jaclyn graduated Magna Cum Laude from Gonzaga and majored in Business Administration with focuses in Finance and Human Resource Management. She enjoyed cheering on the Zag basketball team and played all types of intramural sports while at Gonzaga. Jaclyn grew up in the San Francisco Bay Area playing competitive soccer and basketball and enjoys going back to spend time with family and friends in the area. Jaclyn is excited to work closely with advisors to help clients meet their financial goals.

Karrie began her career in the military, serving 10 years in the United States Air Force. She worked in financial management during that period, as her true passion was always personal finance. Karrie left full- time service with the military to pursue that passion and since then has counseled hundreds of families towards reaching their financial goals. In addition to delivering comprehensive financial planning, she serves as Managing Director, overseeing services for existing clients and welcoming new clients in Oregon and Washington. Karrie attended Pacific Lutheran University, where she earned a degree in business with an emphasis in finance. She lives in Vancouver, Washington, with her husband and two children. On the weekends, they enjoy heading to the mountains to enjoy the beauty of Washington.