FERRIS WHEEL FINANCE - Key Persons
Job Titles:
- Director of Operations and Financial Education
Jessica Powell transitioned to Ferris Wheel Finance, Inc. after working with Kate at a prior company and has been with us since our inception. Jessica is an invaluable asset to the Ferris Wheel Finance, Inc. team. Her professional background includes small business accounting, consulting and customer support.
Katherine (Kate) Hyland Mercer founded Ferris Wheel Finance, Inc. as an independent financial planning and investment firm based in Venice, Florida. The firm's goal is to help clients make wise financial decisions through highly personalized service, depth and breadth of knowledge, trust, and integrity. With over 20 years in finance, engineering, and entrepreneurship, Kate brings a holistic perspective to the planning and educational process of investing and wealth management. Kate continually updates her knowledge in the many facets of the financial industry including securities, insurance, taxes, real estate, and other areas that affect client portfolios.