A highly capable and caring wealth management team

A highly capable and caring wealth management team

Running a successful financial firm is truly a group effort. At McGee Wealth Management, we have established a team of skilled professionals to support our comprehensive wealth management services and provide an exceptional client experience. The MWM Professional Team champions client relationships by coordinating planning and service needs with their advisors to ensure a stellar client experience. Like a concierge, they are a primary point of contact. They provide meeting documentation, implementation and follow-up, and manage various transactions, including issuing checks, processing wires, making ACH transfers, and processing deposits. They also assist with financial planning software to help clients with accessing and updating their accounts and financial information. In short, they guide all aspects of the MWM process.

YOUR MWM PROFESSIONAL TEAM

Theresa M. Bedard

Manager of Trading and Operations- McGee

Before joining Mercer Advisors in 2021, since 2006 Theresa held multiple operations and compliance positions with McGee Wealth Management in Portland, Oregon. For MWM, she led the investment operations committee, helped develop investment strategy and provided research and relevant information to help the advisor team serve their clients. She is a registered representative with Lion Street Financial member FINRA/SIPC and holds Series 7, 66 and 24 securities licenses.
Theresa is a Boston, Massachusetts native and earned her B.A. in Social and Behavior Science with a concentration in Criminal Justice at Seton Hall University in New Jersey in 2003. She also earned a Finance certificate from Harvard University online during COVID. She enjoys playing fantasy football, travel, music, and rooting for Boston sports teams.

Erin Larsen

Investment Operations Assistant- McGee

Erin brings her 13 years of financial industry experience to Mercer Advisors after joining the MWM Investment Management Team in 2019. Her role includes executing security trades and creating client portfolio reports.
Before moving to Oregon from California in January 2018, Erin was a Client Service professional with a boutique Registered Investment Advisor in Los Angeles specializing in managing assets of over $1 billion for ultra-high-net-worth families. She was a Registered Associate with Morgan Stanley (2013-2015) and an Investment Representative with Fidelity Investments (2012). Erin graduated in 2007 from UCLA having earned her Bachelor’s Degree in Political Science and a Minor in Women’s Studies.
Erin grew up in a small island community in British Columbia, Canada where her family still resides. In her spare time, Erin is an avid gym and nature enthusiast; she enjoys hiking, camping and being outdoors. Erin lives in Portland with her husband and their young daughter.

Carolyn Ann Muller

Client Service Coordinator- McGee

Prior to joining Mercer advisors in January of 2021 she had worked with McGee Wealth Management since 1993. Carolyn was the longest standing member of the MWM team, aside from Judith and Linette. Before then, she was the Executive Secretary working for the Chairman and President of Nissan Motor Corporation.
Carolyn responds to client service requests and manages client care. She also performs various transactions, including issuing checks, processing wires, making ACH transfers, and processing deposits.
In her personal time, Carolyn enjoys reading, movies, bowling, traveling with her sister, and spending time with her many pets.

Nikki Ivins

Client Service Specialist

Nikki joined Mercer advisors in April 2021 after previously working for Mcgee Wealth Management since 2017. Prior to joining Nikki served in multiple financial roles specializing in back office processing, account transfers and paperwork. She assists our team in all things paperwork related and is the checklist expert. Her attention to detail is a very important quality in her role to ensure accuracy for our new and existing clients. In her free time, she enjoys playing musical instruments and making historical costumes, specifically civil war reenacting and living history museum clothing like what you find in Gettysburg.

Laurie Macielinski

Client Service Specialist

Laurie joined Mercer Advisors in January 2021 and is often the first point of contact for the Portland South office. Laurie began her professional career with American Express Global Business Travel as a travel specialist. She received her Bachelor of Science degree in Business and Management from Marylhurst University in 2005. She was a business owner and event manager from 2008 to 2014. She returned to the travel industry as a meetings management coordinator serving the Nike Travel Team until 2017. In April 2018 she joined McGee Wealth Management now a part of the Mercer Advisors. Some of her responsibilities at Mercer Advisors include client engagement, administrative coordination within internal departments, research, and day-to-day procedural support to the Wealth Management team.

James Roundy

Financial Planner

James joined Mercer Advisors in 2021 as a CFP® professional of the Portland South office. Prior to this he had worked for McGee Wealth Management since September of 2018. James supports the advisory team in financial planning and client service operations. James' role includes review preparation, data entry for financial planning system, and data report generation for clients and advisors. James has a talent for identifying opportunities for client care and communication.
James graduated from the University of Idaho with a B.S. in Economics in 2009. He completed his Financial Planning Education Program through the College for Financial Planning and passed the CFP® exam in 2020. James has many years of experience in high end hospitality and education.
Away from work, James loves to be in the great outdoors with his wife and daughter.

Michon McCabe

Client Service Specialist

Michon joined Mercer in January 2021 and is a Financial Paraplanner Qualified Professional™(FPQP). Prior that she joined the MWM team in July 2019 and had spent over 10 years in the Banking sector serving high-net worth clients. She provides administrative support to the financial planning team allowing our wealth managers to focus on modeling data and assessing recommendations for clients.
Michon graduated from University of Oregon, obtaining her B.S. Sociology with a minor in Peace Studies. She is a native Oregonian, wife, and mother. Michon has been in a book group for almost 20 years, loves walking the trails in the Hoyt Arboretum, traveling and morning yoga.

Erin R. Wheatcraft

Manager of Operations- McGee

Erin joined Mercer Advisors Portland Southwest Team in January of 2021. She recently became a Financial Paraplanner Qualified Professional™(FPQP) and provides administrative support to the wealth managers. She helps clients navigate systems and processes relating to their financial planning and investment accounts. Prior to joining Mercer Advisors, Erin was an important member of the McGee team since 2006. She coordinated and managed McGee’s IT systems, internal processes, and compliance as well as special projects. In 2015, she was responsible for overseeing the office remodel and continues to do facilities management. Every business needs an Erin, someone to keep our office running smoothly and someone who can do almost anything.
Erin, her husband, and teenage daughter share a small farm near Newberg, Oregon with her horse, dogs, cats, and cows. She is multi-talented and can fix almost anything. Erin and her family are outdoor enthusiasts.

Brittani Woodruff

Client Service Specialist

Brittani became a member of Mercer Advisors in January 2021 along with the team of McGee Wealth Management in Portland, Oregon. Brittani has managed electronic client records and plays a key role in preparing for client reviews and planning meetings. She leads the Portland South Operations Committee which reviews client service processes. She holds a the Financial Paraplanner Qualified Professional™(FPQP) designation and provides administrative support to the financial advisors ensuring excellent follow up and delivery on the needs of clients. Her work is collaborative and client focused. She applies her attention to detail helping with organizational matters, communication among team members and helps solve service problems. Brittani helped McGee Wealth Management transition from paper filing to electronic record-keeping, resulting in increased efficiency. She’s been a member of the team since 2011.

Jesse Jimerson

Financial Planner

Jesse joined the SW Portland Branch of Mercer Advisors as a financial planner in the Spring of 2021. He holds a Master’s of Science degree in Finance from the University of Oregon and has been in the financial services industry since 2019. Jesse works with the senior financial planners in helping clients with financial, retirement and estate planning. Jesse lives in Portland with his wife and their cat. Together, they enjoy golfing and the food and wine culture of the region. Jesse’s hobbies include outdoor activities, fishing, and gardening.

Theresa M. Bedard

Manager of Trading and Operations- McGee

Email
Read Theresa's Bio

Before joining Mercer Advisors in 2021, since 2006 Theresa held multiple operations and compliance positions with McGee Wealth Management in Portland, Oregon. For MWM, she led the investment operations committee, helped develop investment strategy and provided research and relevant information to help the advisor team serve their clients. She is a registered representative with Lion Street Financial member FINRA/SIPC and holds Series 7, 66 and 24 securities licenses.
Theresa is a Boston, Massachusetts native and earned her B.A. in Social and Behavior Science with a concentration in Criminal Justice at Seton Hall University in New Jersey in 2003. She also earned a Finance certificate from Harvard University online during COVID. She enjoys playing fantasy football, travel, music, and rooting for Boston sports teams.

Erin Larsen

Investment Operations Assistant- McGee

Email
Read Erin's Bio

Erin brings her 13 years of financial industry experience to Mercer Advisors after joining the MWM Investment Management Team in 2019. Her role includes executing security trades and creating client portfolio reports.
Before moving to Oregon from California in January 2018, Erin was a Client Service professional with a boutique Registered Investment Advisor in Los Angeles specializing in managing assets of over $1 billion for ultra-high-net-worth families. She was a Registered Associate with Morgan Stanley (2013-2015) and an Investment Representative with Fidelity Investments (2012). Erin graduated in 2007 from UCLA having earned her Bachelor’s Degree in Political Science and a Minor in Women’s Studies.
Erin grew up in a small island community in British Columbia, Canada where her family still resides. In her spare time, Erin is an avid gym and nature enthusiast; she enjoys hiking, camping and being outdoors. Erin lives in Portland with her husband and their young daughter.

Carolyn Ann Muller

Client Service Coordinator- McGee

Email
Read Carolyn's Bio

Prior to joining Mercer advisors in January of 2021 she had worked with McGee Wealth Management since 1993. Carolyn was the longest standing member of the MWM team, aside from Judith and Linette. Before then, she was the Executive Secretary working for the Chairman and President of Nissan Motor Corporation.
Carolyn responds to client service requests and manages client care. She also performs various transactions, including issuing checks, processing wires, making ACH transfers, and processing deposits.
In her personal time, Carolyn enjoys reading, movies, bowling, traveling with her sister, and spending time with her many pets.

Nikki Ivins

Client Service Specialist

Email
Read Nikki's Bio

Nikki joined Mercer advisors in April 2021 after previously working for Mcgee Wealth Management since 2017. Prior to joining Nikki served in multiple financial roles specializing in back office processing, account transfers and paperwork. She assists our team in all things paperwork related and is the checklist expert. Her attention to detail is a very important quality in her role to ensure accuracy for our new and existing clients. In her free time, she enjoys playing musical instruments and making historical costumes, specifically civil war reenacting and living history museum clothing like what you find in Gettysburg.

Laurie Macielinski

Client Service Specialist

Email
Read Laurie's Bio

Laurie joined Mercer Advisors in January 2021 and is often the first point of contact for the Portland South office. Laurie began her professional career with American Express Global Business Travel as a travel specialist. She received her Bachelor of Science degree in Business and Management from Marylhurst University in 2005. She was a business owner and event manager from 2008 to 2014. She returned to the travel industry as a meetings management coordinator serving the Nike Travel Team until 2017. In April 2018 she joined McGee Wealth Management now a part of the Mercer Advisors. Some of her responsibilities at Mercer Advisors include client engagement, administrative coordination within internal departments, research, and day-to-day procedural support to the Wealth Management team.

James Roundy

Financial Planner

Email
Read James' Bio

James joined Mercer Advisors in 2021 as a CFP® professional of the Portland South office. Prior to this he had worked for McGee Wealth Management since September of 2018. James supports the advisory team in financial planning and client service operations. James' role includes review preparation, data entry for financial planning system, and data report generation for clients and advisors. James has a talent for identifying opportunities for client care and communication.
James graduated from the University of Idaho with a B.S. in Economics in 2009. He completed his Financial Planning Education Program through the College for Financial Planning and passed the CFP® exam in 2020. James has many years of experience in high end hospitality and education.
Away from work, James loves to be in the great outdoors with his wife and daughter.

Michon McCabe

Client Service Specialist

Email

Michon joined Mercer in January 2021 and is a Financial Paraplanner Qualified Professional™(FPQP). Prior that she joined the MWM team in July 2019 and had spent over 10 years in the Banking sector serving high-net worth clients. She provides administrative support to the financial planning team allowing our wealth managers to focus on modeling data and assessing recommendations for clients.
Michon graduated from University of Oregon, obtaining her B.S. Sociology with a minor in Peace Studies. She is a native Oregonian, wife, and mother. Michon has been in a book group for almost 20 years, loves walking the trails in the Hoyt Arboretum, traveling and morning yoga.

Erin R. Wheatcraft

Manager of Operations- McGee

Email
Read Erin's Bio

Erin joined Mercer Advisors Portland Southwest Team in January of 2021. She recently became a Financial Paraplanner Qualified Professional™(FPQP) and provides administrative support to the wealth managers. She helps clients navigate systems and processes relating to their financial planning and investment accounts. Prior to joining Mercer Advisors, Erin was an important member of the McGee team since 2006. She coordinated and managed McGee’s IT systems, internal processes, and compliance as well as special projects. In 2015, she was responsible for overseeing the office remodel and continues to do facilities management. Every business needs an Erin, someone to keep our office running smoothly and someone who can do almost anything.
Erin, her husband, and teenage daughter share a small farm near Newberg, Oregon with her horse, dogs, cats, and cows. She is multi-talented and can fix almost anything. Erin and her family are outdoor enthusiasts.

Brittani Woodruff

Client Service Specialist

Email
Read Brittani's Bio

Brittani became a member of Mercer Advisors in January 2021 along with the team of McGee Wealth Management in Portland, Oregon. Brittani has managed electronic client records and plays a key role in preparing for client reviews and planning meetings. She leads the Portland South Operations Committee which reviews client service processes. She holds a the Financial Paraplanner Qualified Professional™(FPQP) designation and provides administrative support to the financial advisors ensuring excellent follow up and delivery on the needs of clients. Her work is collaborative and client focused. She applies her attention to detail helping with organizational matters, communication among team members and helps solve service problems. Brittani helped McGee Wealth Management transition from paper filing to electronic record-keeping, resulting in increased efficiency. She’s been a member of the team since 2011.

Jesse Jimerson

Financial Planner

Email

Jesse joined the SW Portland Branch of Mercer Advisors as a financial planner in the Spring of 2021. He holds a Master’s of Science degree in Finance from the University of Oregon and has been in the financial services industry since 2019. Jesse works with the senior financial planners in helping clients with financial, retirement and estate planning. Jesse lives in Portland with his wife and their cat. Together, they enjoy golfing and the food and wine culture of the region. Jesse’s hobbies include outdoor activities, fishing, and gardening.

Making Life a Richer Experience