GFS PRIVATE WEALTH - Key Persons
Adam has developed a passion for proactive tax planning, technical analysis of financial markets, special needs planning, and simply getting to know clients on a personal level. Before joining Mercer Advisors in 2023, Adam spent 13 years working in boutique wealth management firms; including Kanaly Trust which merged with Mercer Advisors in 2016. Adam is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Special Needs Consultant® (ChSNC®), member of the Houston Estate and Financial Forum (HEFF) and a former Chairman of the Financial Planning Association (FPA) of Houston. When he's not working, Adam enjoys reading deeply into obscure subjects, being in nature and international travel. His wife and three kids keep him busy otherwise.
Adis began his wealth management career in 2012. He enjoys helping his clients construct a complete life plan that best positions them to achieve their pre-retirement goals so they can fully enjoy their retirement years. Adis graduated from the University of Georgia with a degree in Financial Planning. While in school, he gained valuable experience as a community volunteer, working with local families and individuals on budget planning, debt management, and introductory investment education. Adis is a member of the Financial Planning Association and holds the FINRA Series 65 License.
Alan began his career in the financial services industry in 1990. Prior to joining Mercer Advisors, he was the Founder and President of AL Hewitt, Inc., a wealth management firm in Camarillo, CA. He is a CERTIFIED FINANCIAL PLANNER TM professional and a graduate of the College for Financial Planning in Denver, CO. He is a Chartered Financial Consultant granted by The American College. Alan is also an Enrolled Agent licensed by the United States Department of the Treasury. He is an Accredited Asset Management Specialist and an Accredited Wealth Management Advisor granted by the College for Financial Planning. In addition, Alan has earned multiple credentials from the Accreditation Council for Accountancy and Taxation. Alan specializes in tax planning, financial planning, investment management, and retirement planning. He is familiar with a variety of public pension plans and deferred compensation issues. Alan is a retired Firefighter Paramedic from the Los Angeles Fire Department and is a lifetime member of the California State Firefighters' Association.
Alan is a member of the Financial Planning Association (FPA), the National Association of Enrolled Agents (NAEA), and the California Society of Enrolled Agents (CSEA). He is the author of The DROP Book, which has helped hundreds of public safety professionals plan for their retirement. Alan enjoys collecting artwork, going on cruises, and spending time with his family.
Alan began his wealth management career in 1996 and was Principal and Senior Advisor with Kays Financial Advisory Corporation before joining Mercer Advisors. He is a CERTIFIED FINANCIAL PLANNER TM professional, and he is well-versed in investment management, retirement income and distribution planning. He graduated from the University of Florida with a Doctor of Business Administration in Finance and a Master of Business Administration in Finance from Kennesaw State University. Alan is also a part-time Adjunct Finance Faculty at Southern New Hampshire University and the University of Maryland Global Campus where he teaches in their CFP® Board Registered programs.
For the past 25 years, Alan has provided wealth management services to a diverse group of clients. From retirees to mid-career professionals to young families at the start of their financial lifecycles, he meets clients where they are and provides the type of coaching and guidance that they need. He is grateful to serve a wonderful group of clients who find value in thoughtful, strategic, financial counsel. Through the years, he has been honored to have served individuals who are exceptionally good at what they do, from business executives, surgeons and management consultants to diligent lifetime savers. Alan graduated from Davidson College in 1997 with a bachelor's degree in psychology and a lifelong love of learning, pick-up basketball and his wife, Dayna - not in that order. Dayna and Alan reside in Johns Creek with their three children and three dogs.
Alex has been providing comprehensive wealth management services to high net worth clients since 1993. Prior to joining Mercer Advisors, he was a principal at Argosy Wealth Management. He started his career working in investment banking with Morgan Stanley. Alex received his undergraduate degree from Harvard University and an MBA from the UCLA Anderson School of Management. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Accredited Investment Fiduciary® designation.
Alexa's passion for people began in high school when she studied abroad in Rennes, France. She went on to earn a degree in Economics and International Relations from Boston University, gaining work experience at both the Overseas Development Institute in London and the Integration Centre in Dublin. After graduating, Alexa held a management position at Seattle's Union Gospel Mission where she made an impact on homelessness, domestic violence, addiction, and human trafficking in the Seattle area. She began her career with Mercer Advisors in early 2016 and holds the FINRA Series 65 license along with being a CERTIFIED FINANCIAL PLANNER™ professional.
Job Titles:
- Client Service Specialist
Alexis began her career in the financial services industry in 2019. Before transitioning into her full-time role, Alexis started as an intern with Mercer Advisors in the spring of 2019. Prior to joining Mercer Advisors, she worked as a banking professional and accounting intern. Alexis graduated from Eastern Michigan University with a Bachelor of Science in Accounting and Finance. She is committed to helping clients achieve their version on economic freedom.
Alice McDermott joined Mercer Advisors via the FIM Group acquisition in December 2018. Prior to the acquisition, she worked with FIM Group for almost 22 years, where she had the privilege of assisting clients with their financial, tax, retirement, college and estate planning. Among her professional accomplishments, Alice is authorized by the Certified Financial Planner Board of Standards (CFP® Board) to use the certification marks CFP® in accordance with CFP® Board certification and renewal requirements. These marks identify those individuals who have met the rigorous education, examination, experience and ethical requirements of the CFP® Board.
Alice earned an undergraduate degree from California Polytechnic State University in San Luis Obispo, where she studied finance and accounting.
Although raised on Oahu, Alice settled on the island of Maui in 1992. She and her husband Joe are blessed with four children - Matthew, Grady, Shannon and Jessica. In her spare time, she enjoys reading, paddling canoe, stand-up paddle boarding, hiking and traveling.
Job Titles:
- Client Service Specialist
Amber began her financial career with M.J. Smith & Associates in 2003 as a senior in high school and supported the firm for 17 years before joining Mercer Advisors in July 2020. She has worked in several different areas within the industry processing client requests, opening accounts, assisting client advisors, managing event planning and administrative duties while handling the complexities of compliance and annual audits. At Mercer Advisors, Amber is committed to establishing and maintaining strong client relationships while providing exceptional service. Amber enjoys traveling and spending time with her family and friends.
Job Titles:
- Client Service Specialist
Amber focuses on providing extraordinary client service and enjoys working to meet the client's financial goals and believes "Your future is created by what you do today." She enjoys working and supporting her team with client service activities. She began her career in the financial services industry in February 2021 at Heim Young & Associates in Springfield, MO. Prior to working in the financial services industry, Amber was working as an accounting manager using her Associates of Science degree at a manufacturing business in Forsyth, MO. Outside of the office Amber enjoys hiking, boating, watching the St Louis Blues hockey team and spending time with her family, friends, and fur babies.
Andra specializes in tax planning and estate planning and has experience in Federal and State income tax, estate and gift tax and accounting. She began her career as a CPA in 1999 and worked in global and regional accounting firms for fifteen years. Prior to joining Mercer Advisors, Andra spent six years as an advisor with Marrs Wealth Management in Ames, Iowa. She holds a BA in Accounting from the University of Northern Iowa. She enjoys educating clients and serving her community as a volunteer.
Andrew began his wealth management career in 2006 after five years of serving in the United States Navy leading a submarine warfare and search and rescue team. Andrew spent the first 11 years of his career with Fidelity Investment. Just prior to joining Mercer Advisors, Andrew spent four years at Kays Financial Advisory Corporation, where, as a Principal and Senior Financial Advisor, he prepared comprehensive financial plans and developed customized investment portfolios for his clients. Andrew graduated from Liberty University with a Bachelor's of Science in Business Administration and a concentration in financial planning and he is a CERTIFIED FINANCIAL PLANNER™ professional. Outside of work, Andrew and his wife Erika spend much of their time outdoors hiking and camping with their three children and are active members at the Square Church in Smyrna.
Andrew focuses on fostering an environment of partnership among the high-net-worth and ultra-high-net-worth individuals and families he advises. He holds a Bachelor's degree from the University of Arizona and an MBA from Grand Canyon University. Andrew began his career in financial services with Vanguard Financial Services in Scottsdale, AZ and joined HawsGoodwin in Franklin, TN in 2021. He applies his strong communication and relationship management skills to provide a seamless, productive client experience for his team. Andrew and his wife, Alexa, enjoy exploring new places and love being outdoors with their dog, Nash. Outside of the office, Andrew likes to try new restaurants, cheer for Arizona and Seattle sports, and participate in outdoor athletic events.
Andrew has been managing investments and planning the financial futures of many individuals, families, and their businesses for 32 years. His mission has been to provide clients with the knowledge they need to be comfortable with their financial decisions & retirement. He strives to present information in a straightforward, understandable manner so he and his clients can determine the most appropriate risk-adjusted path available to accomplishing their overall goals.
Job Titles:
- Client Service Specialist
Art enjoys working directly with clients, including corporate executives and business owners, to help them achieve their wealth management goals. He holds an MBA from Vanderbilt University and a Bachelor's degree from Murray State University. He co-founded HawsGoodwin Wealth in 2008. Prior to co-founding HawsGoodwin Wealth, he served as a financial advisor with Merrill Lynch. Art began his career with Equitable Securities Corporation and then moved to Independence Trust Company where headed the investment division, as well as serving on the company's board of directors. Over the years, Art has been quoted in numerous financial publications. He enjoys traveling and spending time with his wife and three grown children. He is an avid music fan and guitar player and enjoys running, time on the lake, and playing golf.
Barry began his career in 1983 in public accounting earning his CPA. He then embarked on a 25-year corporate finance career as a financial executive at Morgan Stanley, McKinsey & Company, Inc., and Atlantic Philanthropies, Inc. In 2011 he decided to combine his interest in finance with his passion to help people attain financial well-being. He established his own wealth management practice providing holistic financial planning, tax, and investment advisory services. Barry recently joined Mercer Advisors because of their shared passion to help clients achieve their financial goals, its rich wealth management resources, and the opportunity to collaborate with talented financial professionals. Barry is also a CERTIFIED FINANCIAL PLANNER™ Professional and a Certified Investment Management Analyst®. He enjoys spending time with his wife, Karen and four children, playing guitar in a classic rock band, and being a life-long learner.
Ben Kautz - Managing Director
Ben began his career working for institutional registered investment advisory firms in 2003, bringing with him a wealth of planning and investment management knowledge. Prior to joining Mercer Advisors, he worked as a senior wealth advisor at Destination Wealth Management and as a financial advisor at Summit Financial Strategies. Ben received his Bachelor of Science degree in Finance and Economics, with a minor in Business from Ohio University. Originally from the Midwest, Ben currently lives in Walnut Creek, California with his family.
Ben enjoys collaborating with clients to help them define their path to financial freedom. As a former advisor consultant at Oppenheimer Funds and Invesco, Ben worked closely with financial advisors to help them enhance their practices, while obtaining his Chartered Alternative Investment Analyst certification. Given this experience, Ben decided he'd rather be the player than the coach and joined an RIA in Denver where he obtained his CERTIFIED FINANCIAL PLANNER™ certification. Ben graduated from the University of Nebraska-Lincoln with a Bachelor of Science in Finance and a minor in Economics. Outside of work, you'll find Ben spending time with his wife, daughter, and dog in Arvada. You may also find him on the golf course, ski slope, or searching for the many hidden diners, drive-ins, and dives of Colorado.
Bennet joined Mercer Advisors as part of the Regent Wealth Management acquisition. He was Managing Director at Regent Wealth where he focused on financial planning strategies and investment management. He previously worked at Wood Creek Capital/Barings, in their Alternative Investments and Real Assets Group. Prior to that he worked in the business assurance and advisory arm of PricewaterhouseCoopers. Bennet has a B.S. in Accounting from the University of Pretoria, South Africa, and an M.S. in Accounting from the University of Connecticut. He is a Chartered Financial Analyst (CFA®) and a Certified Public Accountant (CPA). He has lived in many parts of the world and currently lives in Connecticut with his family.
Bill is passionate about coordinating the tax, investment, and financial pieces in a way that fosters financial security. He places significant emphasis on retirement readiness, since this is one of life's biggest transitions. Bill began his financial career in 1998 providing comprehensive wealth management to his clients. Prior to joining Mercer Advisors, he founded Mallard Advisors, LLC and served as a Senior Advisor there for 20 years Bill holds a Bachelor of Science degree from Penn State University and a Master's Degree in Taxation (MST) from Widener University. He is CERTIFIED FINANCIAL PLANNER™ Professional and a has CHARTERED FINANCIAL CONSULTANT® certification. Bill lives in Unionville, Pennsylvania, with his family. Outside of the office, Bill is dedicated to spending quality time with his family and enjoys the exhilaration of mountain biking, the challenge of golfing, and reading.
Bobby started at Kanaly Trust in 2009 which later merged into Mercer Advisors. Bobby also has valuable experience from time at US Trust and Dowling & Yahnke, LLC. With each role, Bobby was able to build a strong foundation within the financial services industry to best leverage available resources to service client needs. Bobby has strengths in various aspects of personal finance, including financial planning, trust and estate services, investment management, and financial counseling. Bobby is a member of the Houston Estate and Financial Forum (HEFF). He has also been an active volunteer for the American Red Cross as well as the Navy Marine Corps Relief Society assisting military service members with financial needs. Bobby graduated with honors from Texas Tech University with a degree in Personal Financial Planning.
Job Titles:
- Client Service Specialist
Bonnie joined Starks Financial Group in June of 2021, bringing her 10+ years of administrative experience to the front office. Bonnie is skilled in organizing and record keeping, which helps her assist the team with processing client documents and scheduling and maintaining client appointments. As a Client Service Specialist, she enjoys working with the clients and lending a hand with any task, large or small. Bonnie also has experience with CRM databases, which has recently been a new part of her role with Mercer Advisors. Bonnie has lived in Asheville, North Carolina since 2012, after relocating from her hometown in Connecticut. She enjoys her yearly trip to the North Carolina coast, her two kittens, and the occasional night out to see a comedy show.
Brad is passionate about building long standing relationships with clients and helping guide them in identifying and achieving their financial goals through comprehensive financial planning. He began his career in the financial services industry in 2010. Prior to joining Mercer Advisors, he worked for Symetra Financial in various roles including Product Development, Sales Management, and Regional Sales Development. Brad graduated from the University of Nevada with a BS degree in Business in 2008 and is also a CERTIFIED FINANCIAL PLANNER™ professional. Outside of work, Brad loves spending his time with his daughters and enjoys biking, hiking, and just about anything else that can be done outdoors.
Brett began his financial planning career in 2007. Prior to joining Mercer Advisors, he held the positions of client service compliance coordinator at Union Bank and Trust Company, financial analyst, senior internal wholesaler, and regional sales manager at Mutual of Omaha Investor Services, and most recently, financial planning manager at ICMA Retirement Corporation. Brett's areas of expertise include retirement planning, Social Security optimization, and estate planning. He graduated from the University of Nebraska, Lincoln, with a Bachelor of Science degree in Business Administration and holds the FINRA Series 66 License.
Brian began his career in wealth management in 2014. Prior to joining Mercer Advisors, Brian worked at two registered investment advisory firms managing client relationships and providing portfolio management services to his clients. Brian is passionate about facilitating the sales process and sharing with potential clients the value that Mercer Advisors provides. Brian is a native of the Washington, D.C. Metro area and enjoys traveling, The Washington Football Team, and spending time with family and friends. He graduated from Virginia Tech with a degree in Finance and a concentration in financial planning, and currently holds the FINRA Series 66 License. In addition, Brian is a CERTIFIED FINANCIAL PLANNER TM professional.
Brian has more than 30 years of experience in wealth management, working with individuals and families to help build, preserve, and efficiently transfer their wealth. Brian has been a CERTIFIED FINANCIAL PLANNER™ professional since 2014, and obtained the Certified Plan Fiduciary Advisor certification as well. Brian graduated from Washington State University with a degree in finance in 1986. He is a graduate of the Northwest Intermediate Banking School and the Western Agricultural Banking School. Brian is the board chair for Community Frameworks a nonprofit organization whose mission is to create affordable housing as a catalyst to help communities thrive. Born and raised in Spokane, Brian enjoys spending time with friends and his two grown children, as well as skiing, golfing and training as an avid Spartan obstacle racer.
Brian began his wealth management career in 1995 at Arthur Anderson & Co. as a tax accountant. His areas of expertise include financial planning, income tax planning, estate planning, and risk management strategies for high net worth individuals and their families. Prior to joining Mercer Advisors, Brian worked as a wealth strategist at Merrill Lynch and most recently as a wealth advisor at Traust Sollus Wealth Management. He graduated from Albright College with a Bachelor of Science in Accounting as well as Rutgers School of Business, where he earned an MBA with a concentration in finance.
Brian began his investment advisory career in 1993. Prior to joining Mercer Advisors, he gained diverse experience addressing the needs of high-net-worth individuals, charitable organizations, and corporations as an investment advisor at Bank of America Merrill Lynch and more recently at a small boutique advisory firm. Brian's areas of expertise include retirement planning, asset allocation, and tax advantaged investments. He received his undergraduate degree in Government from Hamilton College and his MBA from Kennesaw State University. Brian also holds the FINRA Series 65 license and is an IRS Enrolled Agent.
Job Titles:
- Client Service Specialist
Brittany grew up outside of Philadelphia and went on to earn her bachelor's degree in Business and Psychology from the University of Arizona, while competing on the women's golf team. She is passionate about developing relationships and providing value to her clients. Prior to joining Mercer Advisors in 2020, she played professional golf on the LPGA, Symetra Tour and Ladies European Tour. In her free time, Brittany enjoys playing golf, traveling, reading, and spending time with friends and family.
Brittany began her career in finance at Goldman Sachs and worked in Private Wealth Management in their Los Angeles, San Francisco and New York offices. There she was able to advance her client service skills providing elevated support to high-net-worth individuals and families with their financial management. She brings that same level of expertise to her clients at Mercer Advisors by providing proactive and efficient support. Brittany earned a Bachelor of Arts in Liberal Studies with a concentration in Special Education from California State University, Northridge. Brittany enjoys the beach, the Los Angeles Dodgers, and binging the latest Netflix series with her husband and their cat.
Brittany began her career in 2013 after joining a local Denver wealth management firm where she held multiple roles before joining Mercer Advisors. She provides comprehensive, goals-based financial planning advice to her clients. She holds a Bachelor of Science degree in Business Administration with a concentration in Financial Planning and minor in Spanish from Colorado State University. She is a CERTIFIED FINANCIAL PLANNER™ professional and holds the FINRA Series 7 and 63 Licenses.
Job Titles:
- Client Service Specialist
Brittnae joined the Mercer Advisors team in May 2022 as a Client Services Specialist, supporting the Austin team from the DFW area. Brittnae graduated from the University of North Texas in Denton with a BS in Integrative Studies and since has worked in Education, behavioral health, Medical Administration and is currently a Notary Signing Agent. In her free time Brittnae enjoys motherhood, performing in her local band, caring for her mother, and trying out different restaurants around DFW.
A native of Massachusetts, Cam worked for the Boston Red Sox for a few years after college and made the transition to finance in 2019. His start in the industry came as a retail banker, before joining E*TRADE as a financial consultant, providing 1 on 1 advice to clients. Cam's passion for financial planning has only grown in recent years, and he understands how a secure financial picture can allow people to enjoy the important things in life. Outside of work Cam plays pickup hockey and enjoys time outdoors with friends and family. Cam holds the Series 66 FINRA license, and is a CERTIFIED FINANCIAL PLANNER™ professional.
Job Titles:
- Client Service Specialist
Candace enjoys servicing her clients with outstanding customer service and offering exceptional administrative support to her team. She began her career in the financial services industry in 2015 at the Broker Dealer firm of Raymond James when she moved to Texas from Florida. Transitioning to Mercer Advisors in 2022, Candace has a deep understanding of her client support activities. As a Client Service Specialist, she works closely with clients to make sure their needs are met, often overseeing retirement rollovers and annuities. Candace received her Associates Degree from Gulf Coast State College in North Florida. Outside of the office, Candace enjoys hiking, camping, traveling, numerous volunteer work, and spending time with her three children.
Job Titles:
- Client Service Specialist
Candace began her career in 1981 at Paine, Webber, Jackson and Curtis, Inc. in Ann Arbor, Michigan. In 1982, she was headed up operations at Beacon Investment Company. In 1987, she moved to Phoenix and worked as the Securities Cashier and Automated Customer Account Transfer (ACAT) Clerk at Young, Smith and Peacock, Inc. In 1988, she returned to Beacon Investment Company as Senior Administrative Assistant until 1992. She worked at McCoy and McDaniel, PC, a law firm in Ann Arbor in 1992 as a paralegal for 4 ½ years and then started her career at Vintage Financial Services in May 1996. Candace has 2 adult sons, Eric, and Tony, and a 4-year-old grandson, Carter. She owns a home in Ypsilanti and loves the area.
Carl began his career in the financial services industry in 2013. Prior to joining Mercer Advisors, he gained valuable experience as a financial advisor at Pegasus Advisors and as an associate financial planner at Baldwin & Associates. Carl enjoys helping his clients establish and achieve their financial planning goals, and in his free time enjoys coaching youth soccer and going to sporting events. He graduated from Angelo State University with a Bachelor of Business Administration degree and earned his Master of Science degree in Personal Financial Planning from Texas Tech University. Carl is a member of the Financial Planning Association and served as Committee Co-Chair of its Dallas Nexgen chapter from 2016-2018. He also holds the FINRA Series 65 License.
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.
Job Titles:
- Wealth Advisor
- Wealth Advisor, Sr. Director
Kathleen has been helping individuals and families grow, protect and pass on their wealth for more than 40 years. Her expertise allows her to offer a tailored approach when assisting clients in planning their financial strategies, particularly when facing major life changes. She is driven by her passion for understanding men, women, money and relationships and how we are different. This led to the founding of her prior firm, Miller Advisors, with a mission to empower people to take charge of their financial lives.
Kathleen is considered a pioneer in divorce financial consulting. She is a Certified Divorce Financial Analyst® and has published two books that address the financial challenges facing women going through the divorce process and provides guidance and information they need to safeguard their marital assets and create a win-win solution.
In addition, Kathleen has authored articles for legal and financial trade journals and has been quoted on financial and post-divorce planning issues in national publications such as the New York Times, Yahoo! Finance, and US News. She has also served as a guest lecturer on divorce-related topics, investments, and financial planning at a variety of organizations.
Kathleen serves on the board of the Women's Leadership Alliance and is dedicated to advancing the role women play in the financial services industry. She is an avid reader and writer and enjoys traveling throughout the world.
Cathy C. Miller began her career in financial planning in 1987, and co-founded Atlanta Financial Associates in 1992, a successful RIA which merged with Mercer Advisors in 2020. She specializes in working with individuals facing complex transitions, such as high-net-worth individuals transitioning into retirement, business owners planning their exit, or individuals facing divorce or the death of a spouse.
Cathy's passion for helping others in their financial lives began when, at age 23, she lost her mother to a drunk driver. As she watched her father struggle to understand and take over the family finances while dealing with the loss of his life partner, she realized what a difference a financial advisor would have made in her family's life.
Cathy has recently been featured on the 2021 Forbes list of America's Top Women Wealth Advisors,* and is a multi-year recipient of the Women's Choice Award® for Financial Advisors** (2014-2021), a distinction given to a select number of advisors in Georgia and across the nation. She has often been featured in the Wall Street Journal for receiving the Five Star Professional Wealth Manager*** award (2012-2021). She has been sought after for her experience and knowledge by various media outlets and has been quoted in publications including the Atlanta Business Chronicle, Atlanta Journal Constitution, The Wall Street Journal and FP Magazine. She has earned her CERTIFIED FINANCIAL PLANNER™ certification, Chartered Retirement Plans SpecialistSM (CRPS®) designation, and Certified Divorce Financial Analyst (CDFA®) designation.
Cathy has a special passion for developing leadership opportunities for young women. In support of that, she is currently the Treasurer and serves on the Board and Executive Committee of Girl Scouts of Greater Atlanta, and is an enthusiastic participant in Girl Scouts' Camp CEO, which partners C-suite women as mentors with high school girls.
Cathy graduated magna cum laude and Phi Beta Kappa from The College of William & Mary. She then attended the University of North Carolina at Chapel Hill, where she earned a Master of Business Administration (MBA) while graduating second in her class.
Job Titles:
- Client Service Specialist
Caylen comes to Mercer Advisors after a career in design, administration, and teaching. He uses his background and education, a Bachelor's degree in Business Administration, to support the team and help clients as they pursue their financial goals. Caylen is committed to establishing and maintaining strong client relationships and exceptional service. In his free time, you might find Caylen enjoying the parks of Spokane or working on home design projects for friends, family, or himself.
Charlene has over thirty years of diversified administrative services experience. She joined Traust Sollus Wealth Management as a Senior Administrator in 2011, and joined Mercer Advisors in 2018 via Mercer Advisors' acquisition of Traust Sollus. Prior to joining Traust Sollus, Charlene was the Assistant to the President & CEO and Administrative Services Manager at Robert Wood Johnson University Hospital Hamilton. She has handled matters of complexity and confidentiality and possesses a strong customer service ethic. She enjoys sunrises and sunsets on the beach and spending time with her family.
Chase started his financial career in 2014 at PNC Investments in Pittsburgh after graduating from Clarion University of Pennsylvania with a Bachelor of Science degree in Personal Finance. He joined Mercer Advisors as Regional Vice President for the Gulf Coast Region of Florida. Prior to joining the team, he has been in charge of relationship management for high net worth clients at PNC, TD Ameritrade and Fisher Investments.
Outside of work, he enjoys golfing, watching both college and NFL football (go Sooners and Steelers!) and spending time with family.
Job Titles:
- Client Service Specialist
Chelsy loves getting to know clients and learning their unique stories. She began her career in the financial services industry in 2019 after a decade of customer service positions. Chelsy takes the same client focused approach in her current role, to help everyone have a great experience. In her free time she enjoys spending time with her family. Some of their favorite activities are going on bike rides, playing card games, and trying new food.
Chris joined Mercer Advisors in 2020. Prior to joining Mercer Advisors, Chris worked as an audit manager for PricewaterhouseCoopers and as a partner at Atlanta Financial Associates.
Chris graduated from the University of Alabama with a Master's of Accountancy degree. He is a licensed Certified Public Accountant in the state of Georgia and a CERTIFIED FINANCIAL PLANNER™ professional and received the Five Star Professional Wealth Manager award in 2020*.
Chris enjoys helping his clients achieve their financial goals through a collaborative process. Chris's background allows him to help clients identify tax mitigation strategies within their financial plans.
Chris began his financial services career in 1984 and has been providing comprehensive wealth management to his clients since 2000. Prior to joining Mercer Advisors, he served as president and founder of Pegasus Advisors. Chris' areas of interest and expertise include tax management, investment management, and retirement income and distribution planning. He also has a deep affinity for creating customized financial plans to meet the unique needs of individuals with disabilities. Chris earned his Liberal Arts degree from St. John's College. He is a founding member of the Alliance of Comprehensive Planners. He is an eight-time winner of the Five Star Professional Wealth Manager award.*
Chris began his career in the financial services industry in 2016 after graduating from Creighton University magna cum laude with a Bachelor of Science degree in finance and a specialty in Personal Financial Planning. Chris enjoys hiking, skiing, traveling, and all things sports. He is a CERTIFIED FINANCIAL PLANNER TM practitioner and holds the FINRA Series 65 License.
Chuck began his career in the financial services industry in 1985. Prior to joining Mercer Advisors, he held advisory and consulting roles in banking, finance, investments, and planning in Europe and then at Citicorp and Bank of America in San Francisco. During his tenure at Mercer Advisors, Chuck has moved with his wife and two sons to open and establish both the Chicago and Boulder branch offices. He graduated from the University of Colorado in Boulder with a degree in Finance and a minor in International Business and holds the FINRA Series 65 License.
Craig founded Marrs Wealth Management, an independent Registered Investment Advisor Firm, in 2010, following a 25-year career with Ameriprise. He has a passion for educating the public on the importance of upholding the fiduciary standard. Craig has a Bachelor's in Finance from Iowa State University. He has held leadership positions on non-profit boards including the Iowa State University Foundation Investment Committee. Craig and his wife, Beth, enjoy spending time with their kids and grandkids in Iowa and Colorado.
Dale is a CERTIFIED FINANCIAL PLANNER™ professional. Dale has a passion for helping Mercer Advisors' clients turn their financial dreams into reality. He has the willingness to work hard for clients, counterbalanced by a low-key, practical approach with pragmatic advice. Dale's listening and consulting skills make him a great asset to the Bloomington branch. Dale grew up in southern Minnesota and graduated from Gustavus Adolphus College, where he earned a bachelor's degree in Business Administration. Dale and his wife currently live in Des Moines, Iowa, and are the proud parents of two daughters. Dale enjoys spending time with his five grandsons, entertaining Ryder, his rescue dog, reading, woodworking, and being outdoors.
Job Titles:
- Associate Financial Planner
Dane joined Mercer Advisors after graduating from Eastern Illinois University with a Bachelor of Science degree in Finance with a concentration in Personal Finance in 2015. He is passionate about helping families identify their financial goals and creating a legacy that lasts for many generations. Over the past several years, Dane has engineered sophisticated financial forecasts to successfully navigate families through specific challenges and to provide them financial well-being. Dane holds the FINRA Series 65 license. While attending college, he was a captain of the baseball team. He also gained valuable leadership and mentoring experience through his volunteer work with Habitat for Humanity and Big Brothers/Big Sisters.
Danielle offers over 12 years of investment experience, working in the financial service industry at large RIA firms and Broker Dealers like Washington Mutual, JP Morgan, and a local Houston Asset Management Firm. Danielle is passionate about high-quality and detailed customer service to support the team and Mercer Advisor clients. Danielle graduated with a B.A in Psychology from The University of Texas at San Antonio. During her spare time, Danielle and her husband enjoy traveling, the local theaters, reading and fitness.
Job Titles:
- Associate Financial Planner
Danny began his financial career in 2008 as a licensed representative for a registered broker dealer. Prior to joining Mercer Advisors in 2021, Danny climbed the ranks in the entertainment industry, focusing on client representation, marketing, and advertising, before returning to personal finance. At Mercer Advisors, Danny focuses on elite client service and aspires to help clients simplify the path to achieving their financial goals. He graduated from Claremont McKenna College with a degree in Economics & Film Studies and was a NCAA Division III champion. In his free time, he enjoys spending time with family and friends, staying physically active, traveling, and following LA sports teams. He speaks English and Russian. Danny lives in Westlake Village with his wife, their two children, and chocolate lab.
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.
Dave began his financial career in 2004 as a planner, helping advisors map out strategies for their clients. In 2007, he founded the fee-only comprehensive financial planning firm Yellowstone Financial, which later became Confluence Financial Advisors. Dave has been the personal finance columnist for the Boulder Daily Camera and other Colorado newspapers since 2008 with over 250 columns published. He is an adjunct faculty member at the University of Colorado Boulder, teaching the upper division Retirement Planning course in the Leeds School of Business.
Dave was president of the Alliance of Comprehensive Planners, a national group of independent, tax-focused financial planners. He has served as a trustee of the Boulder Valley Rotary Club foundation and as president of the Club in 2018-2019. He holds an undergraduate degree in Political Economy from the University of California, Berkeley with High Honors and was admitted to Phi Beta Kappa. Dave is married and lives in Boulder with his family including three sons, whom he vainly tries to keep up with on the local running trails. He is a CERTIFIED FINANCIAL PLANNER TM professional, is admitted to practice before the Internal Revenue Service, and holds a FINRA Series 65 License.
Since 2006, David has supported financial clients in many capacities, helping them build unified wealth plans to realize their goals. At Mercer Advisors, he serves on the Insurance Committee, is a member of the Ascend Group, and advises high-net-worth clients. Prior to joining Mercer Advisors, David was a co-owner at Republic Wealth Advisors, where he was also a portfolio manager and chief compliance officer. David attended The University of Texas at Austin, graduating with a bachelor of business administration in finance with honors, and is currently earning an MBA at Rice University. He also serves on the national board of directors for the Jewish National Fund USA. David lives in Houston with his wife and three daughters, and he enjoys vacationing on the slopes of Colorado's mountains.
David enjoys piecing together various aspects of client's financial lives to discover outcomes that can guide individuals and families to reach their financial goals. He graduated from Auburn University with a Bachelor of Science in Business Administration with a major in Finance. He began his career as a Financial Advisor with MassMutual Life Investor Services. In 2021, David joined HawsGoodwin Wealth in Franklin, TN as an Associate Wealth Advisor. He supports the team by developing and updating financial plans, providing personal financial planning advice, and servicing clients' daily needs. David is from Birmingham, AL but currently lives in Franklin, TN. He enjoys spending time with family and friends and being active outdoors.
David is a Wealth Advisor and has been in the financial services industry since 1997. He joined Mercer Advisors in 2022. In his role, David specializes in establishing wealth management solutions that empower individuals, foundations, business owners and corporations to achieve their long-term financial goals. David is a graduate of the University of Washington with a degree in International Economics and is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Accredited Investment Fiduciary certification. David is also actively engaged in his community with his membership in the Boise Downtown Rotary Club and his involvement as a community mentor for the Wyakin Warrior Foundation.
Job Titles:
- Senior Investment Strategist
David Simpson began his financial services career in 2000. Prior to joining Mercer Advisors, he held various roles working with individual investors as well as retirement plan participants. He has a strong interest in working with clients to help them achieve their financial objectives David graduated with a Bachelor's degree in Finance from San Diego State University and an MBA in Global Management with an emphasis in finance from Thunderbird School of Global Management. He holds the CFA® Charter and is a member of the CFA Society of Seattle. When not in the office, David enjoys spending time with his wife, playing golf, and volunteering.
Job Titles:
- Member of the Both Mars Hill University
- Wealth Advisor
Dawn established Starks Financial Group in 1999 which merged with Mercer Advisors in 2022. Dawn has been an adjunct faculty member for both Mars Hill University and WCU where she was instrumental in developing the Certificate in Financial Planning program. She has also taught the required annual CFP® ethics course numerous times. Dawn lives in Swannanoa with her daughter, Rowan, and their pets - a cat, Nala, and two Golden Retrievers, Piper and Parker. She has a long commitment to giving back to the community. In her free time, she loves spending time outdoors, traveling internationally, writing, reading, and homeschooling Rowan.
Prior to joining Mercer Advisors, Inc., Dean began his financial services career in 1999 working directly with individuals, families, trusts, foundations and corporate retirement plans after founding Murray & Co. Asset Management, Ltd. Prior to that, he was the Chief Investment Officer and Executive Director of the multi billion dollar Texas Permanent School Fund, one of the largest public educational endowments in the U.S. Dean's career in the financial industry includes working for Dean Witter Reynolds, a major New York broker/dealer, American Bank in Austin, Texas and Southwestern Commercial Capital, a private lending and venture capital firm.
Debbie enjoys the personal connections she has with clients and values her role as a trusted advisor. She is a Certified Public Accountant (CPA) with over 25 years of tax experience, Debbie is excited to provide retirement and financial planning to her clients as a part of Mercer Advisors. Debbie also has the CERTIFIED FINANCIAL PLANNER™ (CFP ®) and Certified Divorce Financial Analyst (CDFA™) certifications. One of her areas of specialization is helping clients with the financial pieces of the divorce process. Debbie serves as treasurer for the Washtenaw Estate Planning Council and is currently the finance elder for Geneva Presbyterian Church. Debbie enjoys golfing, hiking and hanging out with her husband and 2 kids. More recently she has enjoyed skiing and snowmobiling in Montana!
Dennis discovered his passion for financial services when, as a young man, he walked onto the Philadelphia Stock Exchange floor and had an epiphany: Working there was what he was meant to do. Dennis worked his way up until he eventually became manager for a local brokerage firm where he managed a team of fifteen people. Dennis later joined a major wirehouse firm and became a branch manager and then a sales manager.
After the financial crisis of 2008, Dennis found an opportunity with Cordasco Financial Network where he had the chance to serve people with a complete fiduciary focus.
Dennis and his wife have raised eight children, including two sets of twins. He also enjoys working as an official for football, basketball, and lacrosse.
Job Titles:
- Senior Vice President - Sales
Doug began his career in 1979 as a market analyst for the Telephone Switch Newsletter. He spent 17 years speaking to investors about the issues that mattered most to them on his financial talk radio show. Before joining Mercer Advisors, Doug was president of Fabian Wealth Strategies, a Registered Investment Advisor specializing in exchange-traded funds (ETFs). He speaks nationally at financial seminars and produces a weekly podcast, is a contributing writer for the Wall Street Journal, the Los Angeles Times, and Investor's Business Daily, and has appeared regularly as a guest on CNBC and Fox Business Network. Doug graduated from Goldenwest College and holds the FINRA Series 65 License.
Doug uses his analytical skills and emotional intelligence to help clients generate joy and security from their financial lives. He does this by building financial strategies that bring client's values to life. Doug graduated from the University of Pennsylvania with a degree in Philosophy, Politics, and Economics. He has studied at the American College of Financial Services and the University of Chicago's Booth Executive Education Program. Doug is a CFP® professional. He also holds the ChFC® and CIMA® certifications. Doug is a husband, father, aspiring stoic, and movie buff. He is also a member of the Washtenaw Estate Planning Council. When he isn't working or spending time with family, he enjoys walking his dog, Boss. He is always ready for an enjoyable conversation and loves to laugh.
Doug began his career in the financial services industry in 2001. His past experiences include working at Westwood Trust and the Private Client Group for First National Bank of Nebraska, providing comprehensive financial planning and investment advice for high-net-worth clients, foundations, and endowments. Doug has served on several industry and community boards during his career. He graduated from Wayne State College with a degree in Business and holds the FINRA Series 65 License. Doug lives in Omaha with his wife and daughter, and enjoys playing golf and exploring new restaurants.
Drew began his wealth management career in 2006 with Foos Financial Group, a small investment and financial planning firm. He joined M.J. Smith and Associates in December 2009 and worked with the firm for over ten years, prior to joining Mercer Advisors. His areas of expertise include high-net-worth financial planning, investment management, estate planning, and insurance strategies. He holds a Bachelor of Science degree in Finance from Metropolitan State University of Denver. Drew is a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER™ professional.
Duncan began his career in the financial industry in 1997. His past professional experiences include research analyst at The Carson Group where he monitored various technology companies, financial advisor at Ameriprise, and financial consultant at Charles Schwab where he focused on wealth planning and investment management for high-net-worth clients. Duncan graduated from the University of California, Davis, with a degree in Managerial Economics and holds the FINRA Series 66 license.
Ed began his career in the Financial Services Industry in 2004. Prior to Joining Mercer, he spent most of his career with TD Ameritrade providing wealth solutions for high-net-worth clients as a Senior Financial Consultant before becoming a Branch Manager in New York City. Ed's strong financial planning background stems from his time as a Financial Advisor with Ameriprise Financial and expanded as an Account Executive with Fidelity Investments. He graduated from The University of Delaware with a Bachelor of Science in Business Administration and holds the FINRA Series 66 license. Ed is a competitive endurance athlete where he has earned such honors as All World Athlete for his Ironman triathlon competitions. Ed resides in Massapequa Park, NY with his wife, Megan, and their son Keegan.
With her BA in Studio Art & Fashion Merchandising from California State University-Long Beach, Emily moved to Colorado in the early 2000s, to manage a boutique investment management and financial planning firm, Summit Wealth Advisors, where she became a partner; in 2020, Mercer Advisors acquired the firm. Emily holds an MBA from the University of Colorado, Denver and the CERTIFIED FINANCIAL PLANNER™ certification. At Mercer Advisors, she specializes in strategic financial planning, philanthropic giving, and estate planning. Through the InvestHERs initiative, she promotes women's financial empowerment. As a former Morocco Peace Corps volunteer, Emily now serves Denver's Junior League board, the Summit County Rotary Club, and The Summit Foundation. An outdoor enthusiast, Emily was a top female finisher in the Leadville Trail 100 Run.
Eric began his career in the financial services industry in 1996. Prior to joining Mercer Advisors, he worked at State Street Global Advisors, Morgan Stanley, and State Street Bank & Trust providing a broad array of financial services to both high-net-worth individuals and institutional clients. Most recently, Eric was a vice president/regional consultant at State Street Global Advisors. He graduated from Ohio Wesleyan University with a Bachelor of Arts in Economics Management, holds the FINRA Series 66 License, and is a CERTIFIED FINANCIAL PLANNER TM professional. Originally from the Hartford, CT area, Eric now resides in Massachusetts, with his wife and son. In his spare time, he enjoys relaxing with family and friends, walking the dog, and playing basketball.
Eric began his financial services career in 2002 at Thrivent Financial. There he realized his passion for helping to improve the lives of others, most specifically by educating clients through comprehensive wealth and holistic financial planning. After five years at Thrivent, Eric focused his efforts on understanding the discount brokerage and investment world via TD Ameritrade where he spent seven years as a top performing Financial Advisor and Branch Manager. Eric was sought out for his coaching and relationship building skills by Scottrade in 2013, where he served as a Regional Sales Manager. His territory consisted of 20 branches in Northern California where he oversaw 60 associates to new levels of success. Eric then joined First Foundation Advisors, in Orange County, CA, where he worked as a Managing Director in 2016. Eric is an avid golfer, enjoys hiking, traveling and is a sports fanatic. His vast experience and genuine desire to profoundly help people with their financial priorities led him to Mercer Advisors in early 2021 as an RVP. Eric received his undergraduate degree from University of Nebraska-Lincoln.
Erica has over two decades of experience in the financial services industry with various product sponsors, broker dealers, as well as leading RIAs such as Edelman Financial Engines and Mariner Wealth Advisors. During her tenure, she has served in a variety of leadership roles in sales, business consulting, product development, marketing, and relationship management. Originally from New York where she studied Finance and Investments at Bernard M. Baruch College, CUNY, Ms. Weiser and her family relocated to the Charlotte, NC area in 2010. Erica enjoys cooking, travel, family softball weekends, and quality time with her husband, their two children, and their dog, Truman.
Ernie enjoys a highly personal and collaborative approach when working with his clients. He began his career in wealth management in 2006 at Fidelity Investments delivering guidance and expertise to plan participants. Over time, Ernie's career pivoted to incorporate more holistic planning services, allowing him to deliver enhanced comprehensive solutions to his clients. Prior to joining Mercer Advisors, Ernie worked at Personal Capital Advisors providing technology-driven, holistic financial planning solutions to high net worth clients. He graduated from the University of North Texas with a Masters degree in Business Administration Finance and also has a Bachelor of Arts in Spanish literature from the University of North Texas. Ernie is a CERTIFIED FINANCIAL PLANNER™ professional. He and his husband enjoy traveling and walking their two dogs.
Evan has a passion for helping people. He is excited to be part of Mercer Advisors' Bloomington branch as an Associate Financial Planner and is looking forward to helping clients achieve their financial goals. Evan graduated from Minnesota State University, Mankato and received a Bachelor of Science degree in Finance, with an emphasis in Financial Planning. "I have a smile on my face every day because I feel so fortunate to be here at Mercer Advisors, doing my part to have a positive impact on our clients." Evan grew up in Becker, Minnesota and now lives in Mounds View with his wife and two rescue cats. In his spare time, Evan loves playing chess and GeoGuessr, cooking, and visiting new hiking destinations with his wife.
Job Titles:
- Client Service Specialist
Growing up, Evan's father and grandfather gave him an early exposure to the financial world. Part of that early education involved listening to the "Your Life, Your Wealth" radio show on car rides with his father. That early education contributed to Evan knowing early on what kind of career he wanted-a career in financial services. Evan began his career as an intern with Cordasco Financial Network before joining the firm full-time as a Client Services Specialist. Evan focuses on assisting clients with moving money, servicing accounts, and supporting advisors, as well as helping with data analytics. In the summer, Evan heads to the Eastern shore in Maryland to spend time fishing and crabbing with his family and in the winter, he enjoys snowboarding.
Frances began her career in the financial services industry in 2011. Her past professional experiences allowed her to hone her quantitative and qualitative analysis skills. They include interning at UBS Wealth Management and working as a financial analyst at Ross, Sinclaire & Associates, LLC, a public finance investment bank. Frances graduated magna cum laude from The Ohio State University with a degree in Economics and minors in International Relations and Legal Foundations of Society. She also holds the FINRA Series 65 license.
Frank Moore entered the investment industry in 1983 after graduating from the University of Michigan. In 1985, he founded Vintage Financial Services, a wealth management firm, before joining Mercer Advisors. Frank is a CERTIFIED FINANCIAL PLANNER™ Professional and earned a Master of Science degree in Financial Planning with a specialization in Wealth Management. He was actively involved with NAPFA, the National Association of Personal Financial Advisors, and served as Chairman of the National Board in 2015-16. Frank has spoken at national conferences on topics ranging from the investment management process to applying technology in a wealth management practice and he's been quoted in numerous national publications. Frank and his wife, Jennifer, enjoy travel, boating on the Great Lakes, and blues and rock concerts.
Merrick began his wealth management career in 2005. Prior to joining Mercer Advisors, he worked with high-net-worth clients in a variety of roles, including Preferred Client Group team leader and regional wholesaler at Evergreen Investments, investment consultant, branch manager, and retail branch network manager at TD Ameritrade, and most recently as branch manager at E*Trade. Merrick received his International Studies degree with a minor in Business Management from the University of South Carolina and holds the FINRA Series 65 License.
Gabrielle graduated from the University of Akron earning a Bachelor of Business Administration in Financial Planning. Gabrielle joined Mercer Advisors in 2018. She holds the FINRA Series 65 License, is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered SRI Counselor TM. Gabrielle is a member of the Financial Planning Association, Women in ETFs and an InvestHERS Ambassador. InvestHERS is Mercer Advisors' comprehensive initiative designed to better attract women into the financial services industry, as well as to better serve the unique planning needs of women investors. Gaby is an advocate for educating investors on the sustainable and socially responsible investments available to our clients.
Gary joined Kanaly in 1998 and has more than twenty-eight years of service in trust administration, investment management, and wealth advisory services. Before joining Kanaly, Gary worked as a Personal Trust Officer at Hancock Bank of Louisiana and Premier Bank (now Chase Bank) in Baton Rouge, Louisiana. Gary earned a Bachelor of Science degree in Management and Administration from Louisiana State University. He later completed the Texas Bankers Association Regional Trust School at Southern Methodist University and the Cannon Trust School. Gary is a member of the Financial Planning Association (FPA) and the Institute of Certified Bankers, and he is a member of the Board of Directors of the Houston Estate and Financial Forum (HEFF). In his personal time, Gary watches and participates in sports and is interested in travel, reading, and gardening.
George began his wealth management career in 2021. Prior to joining Mercer Advisors, he had a 30-year engineering career at Ford. George is very passionate about helping families reach their goals and attain economic freedom. George assists our Client Advisors with advanced planning support to provide outstanding service to our clients, and is a candidate for CFP® certification. Outside of the office, he loves to golf, play ice hockey, and spend time with his family.
Glen began his career in financial services in 2005. After starting at Morgan Stanley in La Jolla, CA, Glen was recruited to Fidelity Investments where he excelled as a top performer to Vice President Financial Consultant. There he worked with affluent clients and business entities to build sophisticated strategies around investments, retirement planning, income protection, and asset protection. A native Texan, Glen served in the medical field of the U.S. Navy. Glen graduated from San Diego State University with a Bachelor of Science in Business Administration and holds the FINRA Series 65 License. He and his wife Kalani enjoy traveling, date nights, and being active with their two children.
Job Titles:
- Client Service Specialist
Greta began her career in the financial industry working alongside her father at their family wealth management firm. A saying becomes a classic when it rings true over time. For example, "The apple (that would be Greta) doesn't fall far from the tree (that would be her father, Johannes)." As a Senior Client Service Specialist, Greta wears many hats, including being a primary point of contact for client questions and gathering data for the financial planning team. She is very passionate about technology. Greta brings strengths in financial procedures along with exceptional client service to the Bloomington branch. She is currently a candidate for the CERTIFIED FINANCIAL PLANNER™ certification. Greta grew up in Eden Prairie, Minnesota and received her Bachelor of Arts degree from St. Olaf College. In her spare time, Greta enjoys reading, digital paint-by-number, and planning her next travel adventure with her husband. She will also gladly share photos and stories about their cats, Elliott and Zoe.
Haiden offers over 10 years of experience in the financial service industry. She began her career at the age of 18 with an independent comprehensive wealth management firm in Springfield, Missouri. There she earned experience working as an Administrative Assistant, Operations Assistant, Client Service Associate, Client Service Manager and Client Service Director. Haiden's experience and broad expertise contributes to her ability to identify complete solutions for clients. She continues to develop her passion for helping clients achieve their financial objectives and leads a team of service specialists providing high-quality customer service and elevated support to individuals and families. During non-business hours, Haiden can be found volunteering with local non-profit organizations, spending time outdoors, or spending time with friends and family.
Job Titles:
- Client Service Specialist
Harrison joined Mercer Advisors via the Atlanta Financial Associates acquisition in 2020. Prior to the acquisition he worked with AFA for over six years, and specializes in financial planning, investment management, tax and estate strategies for high-net-worth clients. He is also passionate about mentoring younger associates on the Mercer Advisors team. Harrison graduated from the University of Georgia's Terry College of Business in 2013 with a BBA in Finance (Go Dawgs!). He is a CERTIFIED FINANCIAL PLANNER™ professional as well as an Accredited Investment Fiduciary® designee. Harrison lives in Roswell with his wife Erin and their daughter Blair, and they are expecting baby number two later this year. Erin and Harrison tend to get along 364 days of the year, with the exception being the annually contentious Georgia-Auburn game.
Heather joined Kanaly in 2017 and has 15 years of coordinated financial, tax, estate, and retirement planning experience with high-net-worth clients. Her career began with Deloitte in Houston, Texas. Prior to joining Kanaly, Heather worked as a senior consultant for a boutique wealth management and tax advisory firm in Austin, Texas, where she focused on planning needs for high-net-worth individuals and their closely-held entities. Heather is a graduate of The University of Texas at Austin and holds a Master of Professional Accounting in Taxation, a Bachelor of Business Administration in Accounting, and a Bachelor of Arts in Plan II Honors.
Job Titles:
- Associate Financial Planner
Henry strives to provide exceptional customer service to clients in a variety of areas. He began his wealth management career by joining Mercer Advisors after graduating from the University of Colorado. Henry holds a Bachelor of Science in Business Administration with an emphasis in Personal Financial Planning. Outside of work Henry likes to go to the beach, participate in an active lifestyle, and spend quality time with friends and family.
Job Titles:
- Client Service Specialist
Hunter began his career with a financial group in Wausau, Wisconsin where he worked with Life Insurance and Securities. Prior to that, he worked at Fleet Farm while he was attending college. In both of his previous positions he enjoyed helping people. While in his role as Client Service Specialist, Hunter is e is committed to providing client assistance in a timely, friendly, and proactive manner. Outside of work, Hunter loves to golf, go camping and explore Wisconsin state parks.
Ian thrives on helping clients cast a clear vision for their retirement and investment goals, as well as making sure they get the most value out of their relationship with Mercer Advisors. He is a CERTIFIED FINANCIAL PLANNER™ professional as well as an Enrolled Agent who assists in taxpayer matters regarding the Internal Revenue Service, with a Bachelor's degree in Financial Management from the University of Northern Iowa. Outside of work, Ian enjoys golfing, camping, riding his motorcycle, and spending time with his wife, Elyse.
Jack began his career in Financial Planning in 2010. Prior to joining Mercer Advisors, he was the COO and Senior Financial Planner at Vintage Financial Services, a wealth management firm in Ann Arbor, MI. Jack's passion is helping clients achieve Economic Freedom®. In 2022, Jack was named by Investment News to their prestigious "40 Under 40" list which recognized forty individuals from all over the country that are the "rising stars" in the investment industry. Jack graduated magna cum laude from Western Michigan University where he earned a bachelor's degree in Personal Financial Planning. He went on to earn a master's degree in personal financial planning from the College for Financial Planning. Jack and his wife, Ashley, live in Ann Arbor with their daughter, Hazel, and goldendoodle, Clark.
Job Titles:
- Client Service Specialist
Jack is excited to be able to combine his interest in financial services with an opportunity to provide meaningful service to clients. Jack ensures that all client service requests are thoroughly executed for the team. As a Client Service Specialist, Jack provides support to Mercer Advisors and clients, and enjoys being part of the process of helping clients plan for economic freedom. Jack graduated from Iowa State University and received a Bachelor of Science degree in Financial Planning and Counseling. In his spare time, Jack enjoys spending time with his friends, watching sports, playing basketball, and watching documentaries. He is also working to improve his saxophone skills.
Job Titles:
- Client Service Specialist
Job Titles:
- CERTIFIED FINANCIAL PLANNER
- Financial Planner
Jake is a CERTIFIED FINANCIAL PLANNER™ professional with a strong desire to help people, and strives to be the best resource for those around him. He is excited to be part of Mercer Advisors' Bloomington branch because of their dedication to doing what is right for their clients. He is passionate about providing excellent service to Mercer Advisors' clients, as well as supporting the team. Jake is a people person who is adaptable, self-motivated, and a lifelong learner. Jake graduated from the University of North Dakota with a Bachelor of Business Administration. He and his wife live in Edina. In his spare time, he loves volunteering with his former junior pool/billiards league to help kids develop their skills. Additionally, he enjoys spending time with his friends and family, trying out new recipes, traveling, watching the NBA, and playing with his rescue dog, Kovu.
Jamie began his financial career in 1994 and has held numerous advisory and management roles at Prudential Bache, Smith Barney, A. G. Edwards and Citigroup. Jamie co-founded ClearRock Capital in 2007 as a managing partner and president of the firm. Jamie's responsibilities included investment management, operations and compliance. At Mercer Advisors, Jamie will continue to provide account management to his clients as well as oversee all branch operations as Co-Branch Manager of the Ketchum and San Francisco offices. Jamie is a graduate from Saint Lawrence University with a bachelor's degree in Economics. Jamie enjoys all the outdoor activities available in Sun Valley, Idaho while giving back to the Wood River Community through his non-profit involvement.
James began his professional career in 2005. Prior to joining Mercer Advisors, he worked in insurance and risk management, then made a career change to financial planning in 2011. He has been an advisor at several wealth management firms, most recently Cable Hill Partners. James uses his broad background and experience in multiple roles in helping clients achieve fulfillment and financial peace of mind. He graduated magna cum laude with a Bachelor of Science in Business Administration from Arizona State University and holds the CERTIFIED FINANCIAL PLANNER™ certification. He enjoys spending time with his wife Tanya and their two children. They are proud to call Arizona home.
James started his financial planning career in 2015, helping international expats in Paris, France understand the complex world of cross-border planning. He then immigrated to Houston, Texas, and in 2018 joined Mercer Advisors focusing on investment analysis and complex estate planning strategies. James enjoys leveraging financial technologies so he can deliver holistic solutions for his clients, and in turn, help them achieve their life goals. He is a CERTIFIED FINANCIAL PLANNER™ professional and a graduate of the University of Liverpool. He, and his wife Hailey, who teaches AP English to high school seniors, re-located to Denver, Colorado in the summer of 2022. They love travelling the world and doing all-things outdoors with their two rescues Kleo and Ziggy. James is also an avid English Premier League fan and enjoys waking up in the early hours to cheer on his favorite team, Arsenal.
Jim began his wealth management career in 1997 as founder and managing partner at Hegwood & Todd, a small investment and financial planning firm. His areas of expertise include high-net-worth financial planning, trust administration, estate planning, and life insurance strategies. Prior to joining Mercer Advisors, Jim worked as a wealth manager at USAA Financial Services and most recently as a wealth strategist at Kanaly Trust Company. He graduated from the University of Kentucky with a Bachelor of Science degree in Electrical Engineering. Jim is a member of the Financial Planning Association (FPA).
Jim began his career in financial services as a CPA. He joined RBC with Steve Cordasco and, together, they built a team that tripled in size over six years. In 2012, Jim moved with Steve to form Cordasco Financial Network as an independent advisory firm. The two continued to build a complementary team where they could serve clients by always doing what was best for the client. Having practiced accounting for many years with small businesses and individuals, Jim understands how business and life intersect, and he uses that experience to help give people confidence and financial independence. The oldest of nine children, Jim and his wife have kept the large family going into the next generation. They enjoy spending time with their four married children and fourteen happy grandchildren.
Job Titles:
- Senior Regional Sales Associate
James began his career in the financial services industry in 2018. He uses his background in customer service to support the team in helping clients fulfill their life time goals. James graduated from Bryant University with a Bachelor of Science majoring in Finance with minors in Economics and Communication. During his time at Bryant University he was a member of the Men's Lacrosse team. James holds the FINRA Series 65 license.
Jamie began her career in financial services in 1999. She graduated from Cornell University with a Bachelor of Science and holds an MBA in Accounting from the University of Rochester, Simon School of Business. Jamie is the President of the Financial Planning Association Greater Rochester, New York chapter. Jamie is involved with numerous local community organizations.
Job Titles:
- Client Service Specialist
Jane began her career in financial services with Miller Advisors in January 2016 and joined the Mercer Advisors team in 2021. As office manager at Miller Advisors her duties included client service, compliance testing and reporting, calendar management, serving as an executive assistant, and general office maintenance. She is also a Notary Public. Jane has 3 grown children who are spread out across the country. When she is not at work, she can often be found hopping on an airplane to go visit them.
Jeannie's goal is helping clients achieve financial independence through providing comprehensive wealth management. She is a St Louis area native and Cardinal's fan. She graduated from St Louis University with a Bachelor of Science degree in Chemistry, utilizing research skills in industry before launching a second career in 2010 in finance as co-founder and Portfolio Manager of Convergent Wealth. The firm merged with Mercer Advisors in 2022. She holds the FINRA Series 65 License and is a Notary Public who partners with clients in helping them gain financial confidence. She specializes in creating strategies for business owners, planning through career changes & strategies for highly compensated individuals. Jeannie has served as POA for family members and understands the planning challenges facing the ‘sandwich generation'. She is active in Firm Foundation's inner-city tutoring, and serves on the board of directors of ReThink 3:15 as finance chair.
Jeff began his career in financial planning and wealth management in 2006. He joined Heim, Young & Associates in 2007, helped open a new office in Branson, MO in 2009 and became a partner in 2018. He is a CERTIFIED FINANCIAL PLANNER™ professional, focusing on comprehensive financial planning and wealth management. In 2022 he joined Mercer Advisors as a Senior Wealth Advisor to continue to help clients achieve their financial goals, while providing additional wealth management and planning resources. He is actively involved with many charitable organizations, including the Branson-Hollister Rotary Club, The Grove Christian Church and Boys & Girls Club of the Ozarks. His hobbies include golf, music, drums, travel and loves spending time with his wife, Darci and two daughters enjoying the Ozarks.
Jeff began his career in the investment management industry in 1999. Prior to joining Mercer Advisors, he was a top performer at Prudential Financial where he provided comprehensive financial planning and wealth management guidance to his high-net-worth clients. Jeff holds the FINRA Series 66 License and is a member of the Financial Planning Association. A native Houstonian, he holds his degree in Marketing from Texas A&M University. Jeff currently lives in Missouri City, Texas with his wife, Nicole, and their four children.
Jeff began his career in the financial services industry in 1979, serving institutional and high-net-worth clients. His past professional experiences include institutional securities sales, fixed income bond trading, and managing the institutional brokerage unit at Union Bank and UnionBanc Investment Services. Jeff graduated from the University of Illinois with a degree in Finance, earned his MBA from Pepperdine University, and holds the FINRA Series 65 License. He is the published author of "Investing in Money Market Securities".
Job Titles:
- Client Service Specialist
Jefferson considers it a priority to ensure that the needs of the client are always met with efficiency and care. His passion as a Service Specialist is fueled by his desire to meet any and all requests with as warm an interaction as possible. Jefferson's career in client services began with Resource Planning Group in May of 2021 after transitioning from his background as an Account Executive. Jefferson is currently continuing his education in the finance industry while learning how to further live by his personal ethos of "Servant Leadership." Outside of the office, Jefferson enjoys traveling and trying new recipes with his wife, Valerie. His hobbies also include woodcarving and catching up on true crime documentaries.
Job Titles:
- Associate Financial Planner
Jenel enjoys designing and implementing solutions to help clients achieve their financial goals, focusing on delivering careful analysis coupled with superior service. She began her career in the financial services industry in 2007, where she worked for several regional and national firms prior to joining Mercer Advisors in 2022. Jenel holds a Bachelor of Business Administration in Accounting from the University of Houston-Downtown, where she graduated with highest distinction. She ran collegiate track and cross country and in her spare time enjoys running, hiking, traveling, cycling, and spending time with her Coton de Tulear Sir Lewis and her cat Keke, a Maine Coon mix. Jenel volunteers with 3rd Decade, a non-profit organization that provides financial education and mentoring for young adults.
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.
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.
Job Titles:
- Client Service Specialist
Jesse began his career in the financial services industry in 2002. Prior to joining Mercer Advisors, he worked as portfolio and client operations manager for Ray Mignone and Associates. Jesse's areas of expertise are supporting client's cash flow needs, integrating technology and ensuring a high level of client satisfaction. He enjoys spending his free time with his wife and their three dogs.
Job Titles:
- Client Service Specialist
Jesus is passionate about building connections with clients and assisting in their journey to reach their long-term financial goals. He earned a bachelor's degree in Business Administration, with a concentration in Finance from California State University Fullerton in May 2022 with plans to continue for his MBA. Outside of work Jesus enjoys visiting new places and trying new foods with his wife, as well as listening to podcasts and watching classic horror films.
Jim Czirr began his career in financial services in 2013. As a Wealth Advisor, Jim helps high net worth households and regional institutions achieve economic success through financial planning, prudent investment selection, tax planning, and risk management. Jim holds a Bachelor of Arts degree from Whitworth University and a Master of Business Administration from Whitworth University. Jim is a Chartered Financial Analyst® and a CERTIFIED FINANCIAL PLANNER™ professional. Jim is a Past President of CFA Society Spokane and was an adjunct faculty member in finance at Whitworth University from 2020 to 2022.
Job Titles:
- Client Service Specialist
JoAnn started in the financial services industry in 1988 with Bank of America Merrill Lynch. She has a diverse professional background in Human Resources, Payroll Operations, Retail Banking, Mortgage products, Wealth Management, Branch Systems Administration and Executive Administrative Assistant. JoAnn believes that great relationships begin with exceptional service and she delivers on that. She enjoys spending time outdoors, hiking, mountain biking and RV'ing in addition, JoAnn loves her time spent with family and grandchildren.
Joel began his career in the financial services industry in 1987, primarily managing money for bank trust companies until joining Bell Wealth Management in 2010. Since then, he has been working with individuals and families to help create effective investment plans that are efficiently designed to achieve long-term goals. His primary areas of expertise include comprehensive financial planning, investment management and trusts. Joel is a graduate of Valparaiso University (B.S., Finance) and Washington University in St. Louis (MBA). He also holds the FINRA Series 65 license and is a member of the CFA Society of Austin. Joel lives in Austin with his wife, Sandra, and their three children.
Job Titles:
- CERTIFIED FINANCIAL PLANNER
- Wealth Advisor, Director
Johannes is an experienced CERTIFIED FINANCIAL PLANNER™ practitioner with over 30 years in financial planning and investment management. He likes to stress Mercer Advisors' investment philosophy which is, investing isn't just about hitting home runs, it's also about avoiding strikeouts. Johannes attended the Defense Language Institute in Washington D.C. and worked as a military intelligence specialist for the Army Security Agency in Berlin, Germany. He graduated from the University of Minnesota with a B.S. in Business and Economics. Johannes lives in Eden Prairie, is married to his high school sweetheart, and is the proud father of two lovely daughters. When he is not busy seeking ways to better serve our clients, you may find him golfing, cycling, playing tennis, or enjoying a Guthrie Theater or Ordway performance.
John began his career in the financial services industry in 2011. Prior to joining Mercer Advisors in 2019, he worked at Arbor Asset Management providing financial planning and portfolio management services. John's passion is to help individuals and families achieve their financial goals by providing unbiased financial planning and advice. John graduated from Ferris State University with a Bachelor of Science in Business Administration and went on to receive his Master's in Business Administration from Lawrence Technology University. He is also a CERTIFIED FINANCIAL PLANNER TM professional. John lives in Brighton, MI with his wife and three daughters.
John has been helping affluent families grow, protect, and pass on their wealth for more than 40 years. He began his career as an auditor for Arthur Andersen & Company. After becoming a CPA, he attended Emory University School of Law, graduating in 1980. He then founded and subsequently sold a CPA firm to establish Resource Planning Group, one of the first fee-only® financial planning practices in Georgia. That firm was acquired by Mercer on December 1, 2022. John is the proud father of seven awesome children, including a disabled son, Jack. He obtained his ChSNC® designation in 2016 and is passionate about assisting special needs families improve the quality of their life financially. In his spare time, John is an avid fly fisher.
John began his career in the financial services industry with an administrative position at Stifel Nicolaus in 1987. He has held progressively more responsible positions in corporate America including a position at an international accounting firm and has also held adjunct teaching position. In 2010, he co-founded Convergent Wealth Management, a fee-only wealth management firm which was acquired by Mercer Advisors in 2022. John specializes in accounting and incorporates tax optimization with financial recommendations and planning. John attributes his success to his focus on understanding his clients' needs and developing solutions for their economic freedom. Away from the office John enjoys time with his 3 sons and 6 grandchildren, as well as hiking, bicycling and tennis. He is also active in mentorship ministry at his church.
Job Titles:
- Associate Financial Planner
John began his career in financial services with a national broker-dealer and joined Mercer Advisors in 2022. He is passionate about helping successful professionals, entrepreneurs, and families create, preserve, and grow their wealth. John focuses on investment management, tax mitigation, wealth transfer, and charitable giving.
As a financial professional with an MBA from the UCLA Anderson School of Management, he also serves as Co-Trustee of the Voralik Family Trust and brings over 20 years of relationship management expertise from the entertainment industry. John received his Bachelor's degree from Westmont College in Economics & Business and holds the Series 66 and CA Insurance licenses. He and his wife live in Sierra Madre where he coaches their son's little league team and enjoys their many family adventures.
John spends a good portion of his time uncovering people's life stories so he can understand what he can do to better serve them. By taking the time to get to know an individual he can connect with them and help support their overall life goals and mission. John uses the disciplines learned from playing competitive soccer during his years at Ursinus College, and coaching after graduation, to help him effectively prepare clients for life's financial challenges. A passion for soccer is still part of John's life and is now accompanied by a passion for his family. His wife, Suzanne, is a teacher and both love nothing more than watching their son play music, seeing their daughter dance, and enjoying the outdoors together.
Jordan believes setting goals is the key to a successful future and he enjoys helping his clients identify what they are passionate about. He began his financial services career in 2015 in the insurance industry. Later, he joined a fee only RIA in Dallas, where he helped manage the firms ultra-high-net-worth and family office clients. This experience helped Jordan develop a firm understanding of complex estate and legacy planning strategies. Jordan graduated from Oklahoma State University with a finance degree. He is a CFA® Charterholder and a CERTIFIED FINANCIAL PLANNER™ professional. Jordan has held leadership positions with the Dallas Estate Planning Council and previously served on the board of the Financial Planning Association Dallas/Fort Worth. Jordan is married and has a Bernedoodle puppy. He enjoys traveling, watching sports, going to concerts, and rock climbing.
Job Titles:
- Client Service Specialist
- Vintage Financial Services in 2022 As a Client Service Specialist
Jory joined Vintage Financial Services in 2022 as a Client Service Specialist. Jory enjoys being the first friendly face clients see when they visit the office and providing them with a warm greeting. For better or worse, he is the designated office ‘plant dad'. He supports the advisors and assists with ensuring paperwork and transactions are done timely and efficiently. He grew up in Ann Arbor, Michigan, where he now raises two very spoiled dogs, Alexander Hamilton and Steve Irwin. Prior to joining the team, he worked at Ann Arbor Public Schools, working to educate students with special needs. Jory studies sign language and works on creative projects such as sewing, painting, interior design, and furniture refurbishment. He hopes to bring inclusivity and creative flair to every aspect of his life.
Job Titles:
- Client Service Specialist
Since working as a caddie in high school, Joe has been motivated to learn what makes a better experience for those around him. He graduated from Purdue University with a bachelor's degree in Industrial Management and a concentration in Analytical Consulting. His career began at KeyBanc Capital Markets, where he was a member of the real estate investment banking team and worked on various projects, including national portfolio sales, equity/debt issuances, sale-leasebacks, and COVID-19 market-impact reports. He spent a year volunteering with agricultural and community projects across the United States and in Guatemala before making his way to Ketchum, Idaho. Joe is an avid downhill skier, loves running and hiking in the mountains, and cherishes time with his friends and family.
Job Titles:
- Wealth Advisor, Sr. Director
Joseph began his career in wealth management in 2004. Prior to joining Mercer Advisors, he worked at Merrill Lynch Global Wealth and Investment Management as a senior wealth management and portfolio advisor. At Merrill Lynch, Joseph specialized in financial, estate, and investment planning for high-net-worth individuals and institutions. He holds dual Master's degrees in Finance and Business Management from Johns Hopkins University. Joseph lives in Old Town Alexandria with his wife and two children.
Josh began his career in the financial services industry in 2007. As Managing Director, Josh provides his clients with personalized advice to help meet their unique objectives related to financial planning, investment management, and estate planning. A member of Mercer Advisors Investment Committee, Josh evaluates academic research, provides investment analysis, and helps with manager selection for Mercer Advisors clients. Josh graduated from Westmont College in Santa Barbara, California with degrees in Economics and Spanish.
Job Titles:
- Client Service Specialist
Karin makes sure the operational aspects of Mercer Advisors' Bloomington branch are cared for. With a smile in her voice, Karin gives prompt attention to every client's service needs. Throughout her career she has always gone above and beyond for our clients. When an operational question arises, Karin typically has the answer. We appreciate her dedication to excellence and feel very fortunate to have her on our Bloomington branch team. In her spare time, Karin likes spending time with friends and family, traveling, photography, and being on a sunny beach whenever possible. She also enjoys visiting her friends and family in Norway as often as she can.
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.
Job Titles:
- Client Service Specialist
Kathy began her career in the financial services industry in Kansas in 1993. Following a move to Colorado in 2018, she has continued to build strong client relationships and is committed to establishing and maintaining those relationships by providing outstanding service to each and every client. In her time off, Kathy loves to cook, enjoys spending time with friends and traveling to visit family.
Kaz began his career in the financial services industry in 2016. He graduated from Missouri State University with a Bachelor of Science in Personal Financial Planning. He holds the FINRA Series 66 License and is a CERTIFIED FINANCIAL PLANNER™ professional. He enjoys working with individuals and families to address their comprehensive financial planning needs. He feels that it is critical to stay up to date with the fast paced and evolving financial services industry. He believes that he is able to accomplish this through participating in third party continuing education courses and fully utilizing the education programs provided by Mercer Advisors for their Wealth Management teams. Kaz is from the Southwest Missouri area and enjoys the lake, camping, and sporting events with his wife, daughter, and son.
Kevin has been helping high-net-worth families manage their wealth since 2005. Prior to joining Mercer Advisors, Kevin worked as a wealth management advisor at TIAA-CREF where he specialized in the distinct needs of those working in the academic, research, medical, and cultural fields. He graduated from Loyola University in Maryland with a degree in International Business, and studied abroad at the International School for Economics in Rotterdam. Kevin holds the FINRA Series 66 License. He currently resides in Havertown, Pennsylvania with his wife, Ellie, and their three boys, Braeden, Christian and Andrew.
Kevin began his career in the financial services industry in 2003, working for UBS and then Wells Fargo Financial. As Managing Director, Kevin ensures client service and financial planning standards are met and maintained. He also enjoys helping his clients achieve their vision by bringing together such diverse elements as investments, pension plans, insurance, tax management, and estate planning in a comprehensive plan. Kevin graduated from the University of Arizona with a degree in Economics and a minor in Business Administration. He also holds the FINRA Series 65 License. Kevin resides in Orange County with his wife and three children.
Kevin began his career in the financial services industry more than 16 years ago. He specializes in retirement planning and has a passion for helping employees, executives, and business owners reach their retirement goals. Kevin earned a Bachelor of Science Degree in Finance from the University of Alabama. Kevin provides investment and plan advisory services to companies and individuals throughout the country. He relies on his extensive knowledge of qualified plan design and investment offerings to provide business owners and participants with the most competitive retirement plan options available. Kevin and his wife Jenni and their two children, Maisie and Jake, live in Buckhead. Kevin enjoys golf and fishing and is an active member of the Buckhead Lions Club.
Kevin has over 22 years' experience in the financial services industry, providing comprehensive fee-only financial planning and investment management services to individuals since 1996. His commitment is to provide the highest-quality, objective, professional financial advice to our clients and their families to help them reach their unique financial goals. Among his professional accomplishments, Kevin is registered as a Certified Public Accountant and is a CERTIFIED FINANCIAL PLANNER TM professional. He also holds the Chartered Retirement Planning Counselor (CRPC®) and the Accredited Asset Management Specialist (AAMS®) designations. He graduated from the Ohio State University with a Bachelor of Science degree in Business Administration.
Kevin's primary responsibility is to assist clients with financial planning affairs. This includes developing comprehensive strategies to meet individual client financial needs in the following areas: retirement planning strategies, education funding, insurance needs analysis, & tax and estate planning. Away from work, Kevin enjoys spending time on the lake or exploring the great Northern Michigan Area with his wife, Mary Jo and two sons.
Job Titles:
- Client Service Specialist
Krista is passionate about building and maintaining strong relationships and lifelong connections with both clients and colleagues. She joined Mercer Advisors with over 11 years of client service experience in the financial industry. Born and raised in Hawaii, Krista embraces her diverse ethnicity and warm personality to aide in providing exceptional client service with Aloha. She is married to her high school sweetheart, and has three children, Krislen, Alia and Keenan. During her free time, she loves traveling, baking, and crafting. Most of all, she loves spending time and making memories with her family and friends.
Kristen began her financial services career in 2013 working for the London-based service provider Murano Connect, where she learned about the asset management industry. Prior to joining Mercer Advisors, she worked for the New York-based hedge fund Naqvi-Van Ness Asset Management, where she ran business development and investor relations. Kristen graduated from the American University of Paris with a degree in International Finance. Kristen is from Connecticut and currently lives in Denver with her husband & son. She enjoys hiking, baking, and fitness. She holds the FINRA Series 65 License.
Job Titles:
- Associate Financial Planner
Kristen graduated cum laude in 2021 from Western Carolina University with a BS in Business Administration, with a focus in Financial Planning. She received a first-place finish among 75 other students in the International Association of Registered Financial Consultants, 2021 National Financial Planning Competition. Kristen works as a Client Service Specialist where she focuses on client review preparation and documentation. Originally from WNC, Kristen grew up in Leicester and still lives in the area close to her family. In her free time, she enjoys spending time with friends, attending concerts, gardening, and strength training.
Kristy has always valued the pursuit of excellence. With academic and athletic scholarships, she completed her undergraduate degree in Philosophy, was Colorado's first All-American in Volleyball, and earned a Master of Business Administration degree. Kristy discovered deep satisfaction in championing her ever-expanding family. She was delighted to find that her passion for discerning meaningful objectives to serve each person in their pursuit of personal growth transitioned beautifully to her financial planning clients. Through the years, it continues to be an honor for Kristy to hold a non-anxious presence to walk with clients in suffering and joy as they form a financial life that aligns with what is most important to them.
As a relationship manager, Larry has the expertise and flexibility to help clients address any situation in which they find themselves. But it may be his musical background that provides the real flexibility in his character and drives his creative insights. Larry started playing guitar at age nine and soon after he embarked on a musical career that has spanned just about every genre you can name. Larry began his career in financial services by taking finance classes at night. He has worked at a number of firms, including an eighteen-year stint with Charles Schwab, before finding his home at Cordasco Financial Network. When he's not working, playing music, at the gym, or solving Sudoku puzzles, Larry spends time with his four children and seven grandkids.
Laura began her career in the investment management industry in 2008. As a Managing Director, member of both the Investment Committee and Senior Leadership Team, Laura's distinguished herself as an advisor and experienced leader with a passion for helping clients find their path to Economic Freedom™. She's been recognized by the Thrive Awards, named a Top Woman Advisor by Forbes and a top 40 Under 40 Advisor by InvestmentNews. Laura sits on the steering committee for Mercer Advisors' award-winning InvestHERs women's initiative, is a member of the Financial Planning Association, mentors through Mercer's Mentorship program and the Leeds Professional Mentorship Program at the University of Colorado. She has a degree in Communications from Wheaton College. Laura lives in Boulder with her husband and children.
Laura joined Kanaly Trust in 2005 and has over twenty-six years of financial advisory experience. Laura has knowledge around the many complexities that come with building, maintaining and passing wealth to future generations. She is also a member of the American Bankers Association and the Institute for Certified Bankers. As an active member of the community, she was a court-appointed guardian ad litem through the Child Advocates Organization for three years. She holds a Cannon Wealth Management Certificate and is a graduate of the American Bankers Association National Trust School. Laura graduated with a degree in International Business from Sam Houston State University. Laura loves to spend quality time with her husband and two daughters.
Job Titles:
- Senior Regional Sales Associate, Manager
Laura began her career in the financial services industry in 2004. Prior to joining Mercer Advisors, she helped manage a small Houston-based boutique wealth management firm that cleared through LPL Financial. She brings superior client service and organizational management skills to the firm. Laura's professional background allows her to develop and execute processes that enrich the client experience and help the Central Team grow. Laura holds the FINRA Series 65 license.
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
- Client Service Specialist at Mercer Advisors
As a Client Service Specialist at Mercer Advisors, Lily provides support to advisors and clients and enjoys being a part of the process of helping people fulfill their financial goals. In 2020 she earned her Financial Planning Qualified Paraplanner® certification. Lily graduated from Portland State University with a degree in Communication Studies. In her spare time, she enjoys being with friends and family, exploring local restaurants, and traveling.
Job Titles:
- Client Service Specialist
Lindsey is a Client Service Specialist and has over 7 years of customer service experience. She enjoys forming relationships with clients by helping them out when they call the branch with questions or by directing them to the right member of the team. Lindsey graduated from the University of Wisconsin-Whitewater with a bachelor's degree in Marketing.
In her free time, Lindsey lives and breathes sports. She is extremely passionate about Wisconsin sports, especially the Milwaukee Bucks, Milwaukee Brewers, Green Bay Packers and both Badger football and basketball. While playing basketball is her favorite sport, she has recently taken up golf and is really enjoying it.
Job Titles:
- Client Service Specialist
Lisa's passion is connecting with clients so that they feel confident in her expertise and in her understanding of their values. She received her Bachelor's degree from Belmont University. Lisa began her career in the financial services industry in 2008 working as a client service associate for HawsGoodwin Wealth in Franklin, TN. She holds a Financial Paraplanner Qualified ProfessionalSM designation which enables her to focus on the practical applications of estate, tax, retirement, insurance and investment planning. Lisa ensures that all client service requests are thoroughly executed for the team. She is a volunteer with Retrieving Independence, which trains service dogs and is on the advisory board of the local chapter of Dress For Success. Lisa enjoys spending time with her grandson and playing golf.
Logan's favorite part about working with clients is building relationships and helping clients reach their goals. He joined Mercer Advisors in 2022 after working at a medium-sized RIA in the Madison, Wisconsin area. Logan graduated from the University of Wisconsin-Madison's Personal Finance program, earning a degree in financial planning and certificate in entrepreneurship. While in school, he also interned with a boutique RIA in the same area. He is a CERTIFIED FINANCIAL PLANNER™ professional and also holds his FINRA Series 65 license. In his free time, Logan enjoys traveling, attending concerts, spending time with friends and family, exercising and exploring the outdoors, and cheering on his favorite sports teams.
Lorenzo began his wealth management career in 2011. Prior to joining Mercer Advisors, Lorenzo worked at Polaris Wealth Advisory Group, where he advised clients on income and retirement planning, tax-sensitive asset-gifting, and other financial planning strategies. Lorenzo graduated from North Dakota State University, where he earned his Bachelor of Arts degree in communications. While attending North Dakota State University, Lorenzo played Division I basketball and football; he was a Summit League conference champion and an NCAA national basketball tournament participant. Lorenzo is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Certified Investment Management Analyst® certification. In his free time, Lorenzo enjoys playing sports, traveling, and spending time with his wife and daughter.
Lucas has been providing high-net worth families with investment management guidance, trust design, and comprehensive financial planning since 2014. As Regional Vice President, Lucas is responsible for introducing new and prospective clients to Mercer Advisors and enjoys mapping out holistic wealth management strategies that help clients achieve their economic freedom. Prior to Mercer Advisors, Lucas oversaw trust services at FIM Group, which he joined after serving as Vice President of Marketing and Sales for a software development company. Lucas earned his B.A. from Rockhurst University and M.A. from Creighton University. He holds CTFA® and CES® designations, in addition to a FINRA Series 65 license. Lucas lives in La Crosse, WI with his wife and their two young children.
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Madison joined Mercer Advisors after a brief career as math teacher at Robert Louis Stevenson School, a private boarding school in Pebble Beach, California. Madison graduated Magna Cum Laude with a Bachelor of Science in Mathematics from California State University, Monterey Bay. She is passionate about working with others to realize their personal and financial goals. In her free time, she enjoys playing golf, pickleball, and sand volleyball.
Maeve began her career in the financial services industry in 2018. Prior to joining Mercer Advisors, she worked for Charles Schwab as a Wealth Management Intern. Maeve graduated from the University of Colorado Boulder with a degree in Personal Financial Planning. She is committed to creating strong client relationships and providing outstanding service. Maeve holds the FINRA Series 65 License and is a CERTIFIED FINANCIAL PLANNER TM professional.
Marc began his financial services career in 1998 at Signator Investors. He left the industry to pursue other ventures in 2001 and returned in 2007. Prior to joining Mercer Advisors, he honed his client relationship and strategic investment solution skills in his roles as financial advisor at Edward Jones, investment consultant and then branch manager at TD Ameritrade, and most recently as regional sales manager at Scottrade. Marc applies a solutions-based, value-enhancement approach to his work with both institutional and individual high-net-worth clients. He is passionate about delivering a comprehensive and cohesive wealth management experience. He received his undergraduate degree from Wabash College and holds the FINRA Series 66 License.
Job Titles:
- Director of Foundations and Endowments Group, Senior Wealth Advisor
Prior to joining Mercer Advisors, Mark was Co-Founder, Chairman, and Chief Investment Officer of ClearRock Capital. He began his career in 1982 at Drexel, Burnham, Lambert in Beverly Hills. Mark is passionate about his clients' financial well-being, working with families and non-profit organizations to ensure their peace of mind. Mark cares deeply about his community: he currently serves on the Executive Committee of The Argyros Performing Arts Center in Ketchum, Idaho and previously served on the Executive Committee for HomeRise in San Francisco. He earned an A.B. from Duke University.
Mary joined Mercer Advisors in 2019 bringing with her close to 20 years of industry experience. Mary began her career in the financial services industry in 1989 working for 9 years at Wedbush Securities as a Registered Sales Assistant and Operations Manager. Leaving Wedbush in 1998, Mary then spent nearly 10 wonderful years as a stay at home mom raising her two now almost grown boys. Upon returning to the working world, Mary resumed her financial career and has since work for a number of firms in industry including Ameriprise, KMS, and Fidelity. A mother at heart, Mary believes that the key to Client Service is making sure that everything is working as it needs to, and she thoroughly enjoys working with Advisors and their clients in keeping their financial affairs in order. Mary brings a broad expertise to her role and tries to ensure that everything goes smoothly for the clients that she works with. A Northwest native, she attended the University of Washington receiving a degree in Modern World History. In her free time, she enjoys spending time with her children, taking walks, and working in her home and yard.
Job Titles:
- Client Service Specialist
Mary began her career in the financial services sector in 2004 with The New State Credit Union League. Prior to joining Mercer Advisors as a Sr. Client Service Specialist, she served as the Director of Client Services with Resource Planning Group Ltd. She brings a wealth of experience across trading, advisory support, retirement services, and logistics across the wealth management landscape. In 2022 Mary earned her Certification- Lean Six Sigma Green Belt Certification. Mary graduated with her Bachelor of Science in Public Relations and a Minor in Business. She received her MBA and a Master of Science Finance from, Kaplan University. In her leisure time she enjoys reading, community outreach, and spending quality time with friends and family.
Matt Cook - Managing Director
Matt started working at Mercer Advisors in 2002 and has been helping clients chart their financial future and make important decisions that affect all aspects of their wealth. As Managing Director for the Los Angeles and Central California region, he oversees 5 wealth management offices, serves on the Senior Leadership Team, and is an advisor to the firm's high net worth clients. Matt received his degree in Economics and Business from Westmont College. He is active in the local chapter of the Financial Planning Association, serves on the Board for the Page Youth Center, and is a volunteer for the local AYSO club. He lives in Santa Barbara with his wife and their three children.
Matt joined Mercer Advisors in December 2018. Matt started in the financial services industry as a college intern with FIM Group in Traverse City, Michigan in 1996. After graduating from Michigan State University with a bachelor's degree in Finance, he joined FIM Group, where he held a variety of roles including Chief Operating Officer and Chief Compliance Officer.
In these roles, Matt was responsible for day-to-day operational issues of all FIM service groups and trading departments. As the Chief Compliance Officer, he ensured that FIM Group worked to maintain all regulatory requirements in its daily business practices.
Matt received his Bachelor's degree in Finance from Michigan State University and his M.B.A from Lawrence Technical University.
Job Titles:
- Client Service Specialist
Meagan has over 8 years of customer service experience that she gained through client service roles in real estate and the insurance industry. She began her career in wealth management in 2016 working as a Client Service Representative for Arbor Asset Management. Meagan supports the team by exceeding client expectations while keeping a close eye on details. Meagan is a Michigan native and resides in Ann Arbor with her son.
Melanie has been in the financial services industry for over 25 years with a focus on women in transition. Beginning in a private family office, she transitioned to a national wealth management company where she enjoyed over 15 years serving clients from all walks of life and in all stages of their lives, especially periods of transition. She finds working with women and issues associated with the aging population particularly rewarding. Melanie graduated from Georgia State University (BBA, Finance) and has been a CERTIFIED FINANCIAL PLANNER™ since 2006. She served as Executive Director of Women Renewed, a non-profit organization dedicated to serving women in transition where she has helped over 200 women. Melanie enjoys spending time with family and friends, reading, traveling, and training her German Shephard, Ana.
Job Titles:
- Client Service Specialist
- Member of Mercer Advisors
Merideth began her financial career in 2003 as a client service associate at FIM Group. At FIM Group Merideth provided service to clients professionally, responding to regular inquiries, assisted clients in transferring funds, issuing checks and ensured all suitable and required account documents were acquired. Merideth excels at communicating with other financial consultants on her team by informing them of details and activities associated with client transactions and accounts.
Merideth became a member of Mercer Advisors in December of 2018 bringing with her a wealth of knowledge in client service. At Mercer Advisors, Merideth is committed to continue establishing and maintaining strong client relationships providing exceptional service.
When Merideth is not at work she enjoys the beautiful town of Traverse City where she enjoys several community events and festivals, attending the farmers market, dining at the great restaurants and enjoying the beauty of the four seasons in Michigan.
Mike began his career in the financial services industry in 2015. Prior to joining Mercer Advisors, he gained valuable client service and financial planning experience as a registered representative with Edward Jones. Mike enjoys helping clients achieve their best context for economic freedom and volunteering in the community. Mike graduated from Central Michigan University with a Bachelor of Science degree in Personal Financial Planning and holds the FINRA Series 66 license.
Michael started his career in the financial planning industry in 2019 and joined Mercer Advisors in 2022. He graduated from Central Michigan University with a degree in personal financial planning. Michael assists clients with risk management, tax planning issues, asset allocation, and cash flow analysis. Michael's passion is to connect with clients by listening to their goals and long-term retirement dreams to help make them a reality. Michael has a Bachelor of Science in Business Administration majoring in Personal Financial Planning from Central Michigan University and is a CERTIFIED FINANCIAL PLANNER™ Professional. In his free time, Michael enjoys playing golf and skiing in the winter. He enjoys all types of music and doesn't miss an opportunity to play euchre.
Job Titles:
- Client Service Specialist
Michelle's focus is on providing unparalleled service to clients along with valued support to her team. Michelle's career path has always been client-focused, starting in 1992 when she acted as a mediator between clients and franchise owners for a global firm. She then moved to private banking at Northern Trust Company, and, after a break while having her children, she started at Vintage Financial Services, now Mercer Advisors in Ann Arbor. In all her roles, client satisfaction was paramount. Michelle graduated from Western Illinois University with a business degree. In Michelle's spare time, she enjoys activities with her three kids. She is a musician who writes her own music and performs on local stages. She is also the author of the book "A Mother's Manual for Self-Care."
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Nancy began her career in the financial services industry in 1993. Prior to joining Mercer Advisors in 2009, she worked at Charles Schwab & Co. where she gained vast experience in project management, communications, reporting, customer service, and administration. Nancy will apply her skill set to support the Scottsdale branch in helping clients fulfill their financial goals. She holds the FINRA Series 65 License.
Nathan enjoys helping clients in an area of their life that could otherwise be a center of stress. Bringing together the technical side of financial planning and the personal side of connecting with people allows him to help clients achieve success, whatever that means to them. As their goals change throughout life, Nathan is there to reevaluate their plan and tailor it to the client's wishes. Nathan graduated from Central Michigan University with a bachelor's degree in Personal Financial Planning in 2021 and immediately joined Vintage Financial Services, now Mercer Advisors as a Financial Planner. He passed the CERTIFIED FINANCIAL PLANNER® exam in July 2021. Nathan enjoys playing golf, ultimate frisbee and playing the clarinet and saxophone. He loves watching sports, especially the Central Michigan Chippewas and Detroit Lions.
Nick has over 20 years of professional experience working with high-net worth clients providing tax or financial advice to them and their families. His professional experience includes working with high-net worth families at Ernst & Young (now EY), working at Ameriprise Financial and at Ronald Blue & Co (now Ron Blue Trust). Nick is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER™ professional, and holds the Personal Financial Specialist (PFS) designation from the AICPA. He joined the Mercer Advisors Investment Committee in 2021. Nick earned his Master of Taxation from Georgia State University and is a graduate of Morehouse College in Atlanta. He is married and has two young sons. He enjoys camping, kayaking and triathlons.
Nicholas began his career in the financial services industry in 2019 and brings 10 years of sales, marketing, and customer services experience to the team. He was born and raised in Michigan and earned his bachelor's degree from Oakland University. Nicholas focuses on elite customer service and works every day to make sure you reach your financial goals. In his free time, he enjoys playing sports, coaching basketball, and traveling. Nicholas holds the Series 65 License.
Nicole joined Mercer Advisors in 2021. She has fourteen years of experience working with clients, listening to their stories and helping them achieve their financial goals. She has a passion for financial planning across generations, growing client financial literacy regardless of age or stage of life, as well as a specialty in divorce financial consulting. Prior to joining Mercer Advisors, Nicole was the Managing Partner and Chief Compliance Officer at Miller Advisors, Inc., in Kirkland, WA. Nicole is a strong advocate for women in business, particularly in the financial services arena, and actively focuses on those initiatives. She is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Divorce Financial Analyst®, as well as trained in mediation. She graduated from Linfield University with a Bachelor's in International Business.
Nicole began her career in the financial services industry in 2005. Prior to joining Mercer Advisors, she held a variety of client service and operations positions. Nicole supports the Dallas team with her operations and service focused skillset to help clients achieve their economic freedom. Nicole holds a bachelor's degree in Economics and Finance from the University of Texas at Dallas. She enjoys spending time with her family and traveling. Nicole is a CERTIFIED FINANCIAL PLANNER TM professional.
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.
Noah is highly experienced in working with individuals transitioning into retirement, business owners, high-net-worth families, as well as individuals facing long-term disability, divorce, or the death of a spouse. He began his wealth management career in 2002. Prior to joining Mercer Advisors in 2023, he held Financial and Wealth Advisor positions with New England Financial, MetLife, Mass Mutual, and most recently Delta Community Credit Union. Noah earned a master's in finance as well as a master's in financial planning from Georgia State University. He is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Accredited Investment Fiduciary® (AIF®), and holds a Digital Badge in Leadership Excellence from the Executive Leadership Program offered by Kennesaw State University. Outside of work, Noah enjoys spending time with his family, hiking, gardening, and playing with his Great Dane Josie.
Pat utilizes more than 35 years of consulting and advisory experience to benefit his clients. His career has been marked by a common overarching theme - the passion for helping people succeed. He serves clients through holistic financial planning, formulating disciplined investment strategies, and providing proactive personal service. Pat graduated from Texas Tech University, receiving with Honors a Bachelor of Business Administration in Management and a Master's Degree in Business Administration. While at Texas Tech, he was a four-year letterman and co-captain of the baseball team. Pat is a devoted community advocate and volunteer. He currently serves as the executive director of Good Sense, a personal finance ministry designed to help transform financial struggles into life-changing financial health and freedom. He has also worked extensively with non-profit organizations dedicated to permanently lifting families out of poverty. Pat also commits his efforts to community economic development projects. A long-time baseball and softball coach, he is past president of a youth baseball/softball organization and served as a volunteer assistant coach for Oklahoma Wesleyan University. He is also active in his church community. Pat and his wife, Rene, have two grown children.
Paul began his financial services career in 1990 with Charles Schwab & Company in Indianapolis at the firm's first national service center outside of San Francisco. Prior to joining Mercer Advisors, he built his own firm while completing his MBA at Purdue University. In the past 20 years since selling his firm, Paul has guided other firms in building and developing holistic client planning and relationship solutions. Paul applies a client-first, solutions-based approach to his work with individual high-net-worth families. A lifetime runner, Paul and his family participate annually in the St. Jude Marathon Weekend of races to raise awareness and support for the cure of childhood cancer and its impact on patient families. He received his undergraduate degree from Ball State University and holds the FINRA Series 66 license.
Peter began his career in financial and trust services in 1986. He has been with Kanaly Trust since 1988. With his extensive knowledge and experience in wealth management, he actively engages in all aspects of financial planning and brings solutions to the table for the families he serves. He is a graduate of the University of Houston with a BBA in Finance, Peter also attended the Texas Regional Trust School at Southern Methodist University in Dallas, Texas, and the National Graduate Trust School at Northwestern University in Evanston, Illinois. Peter is a member of the Institute of Certified Financial Planners (ICFP), the Institute of Certified Bankers (ICB), Financial Planning Association - Houston Chapter (FPA), and the Houston Estate and Financial Forum (HEFF).
Job Titles:
- Client Service Specialist
Rachel began her financial career in 2018 providing client support services to the wealth management clients of Mallard Advisors, which was acquired by Mercer Advisors in 2022. Rachel graduated with a Bachelor of Science degree from the University of Delaware's Financial Planning and Wealth Management program. She is passionate about assisting clients reach their financial goals in the most efficient and effective manner. Rachel's duties include meeting preparation and ensuring post-meeting client and advisor tasks are completed within an appropriate time frame. Rachel aspires to earn the CERTIFIED FINANCIAL PLANNER™ certification so she can help others learn about the importance of money management. Helping clients understand the complexity of personal finance and creating a sound and personalized financial plan is important to Rachel. Rachel lives in Maryland and is an avid hiker.
Job Titles:
- Client Service Specialist
Ramsey began his career in the financial services industry in 2017 as a banker for US Bank N.A. He graduated magna cum laude from Colorado Technical University where he earned a Bachelors in finance. Ramsey uses his experience in the financial industry to support his team and deliver outstanding customer satisfaction. He currently resides in Camarillo with his family. He holds a Real Estate license, Insurance license, and California Tax Education Council license.
Rebekah always knew that she wanted to help people. She started her career in the financial services industry in 2010 and finds the most rewarding part of her job is building relationships with clients and helping them navigate important financial decisions through comprehensive financial planning. Prior to joining the Mercer Advisors team in 2020, she worked at Northwestern Mutual and Houston Asset Management where she moved up in the company while earning her CERTIFIED FINANCIAL PLANNER TM certification. Rebekah graduated with honors from the University of Texas at Austin with a Bachelor's degree in Sociology and went on to get her Master's degree in Management Information Systems from the University of Houston - Clear Lake. She enjoys traveling, participating in 5ks, and spending time with her husband and son.
Renée began her career in financial planning in 2001. Prior to joining Mercer Advisors, she worked at FIM Group as a fee-only CERTIFIED FINANCIAL PLANNER TM professional and as a financial advisor at Waddell and Reed. Renee is committed to providing the highest-quality, objective, professional financial advice to her clients and their families to help them reach their unique financial goals through comprehensive financial planning and wealth management.
Among her professional accomplishments, Renée has been authorized by the Certified Financial Planner Board of Standards (CFP® Board) to use the certification marks CFP® in accordance with CFP® Board certification and renewal requirements. Renée also holds the FINRA Series 6 and Series 63 National Association of Securities Dealers Licenses. Renée resides in Traverse City with her husband, Kyle, and their two children.
Renée specializes in income, retirement, and tax planning, and has a passion for guiding young professionals in making foundational financial choices early. Prior to joining Mercer Advisors, she was an Associate Financial Planner at Confluence Financial Advisors, where she worked closely with the lead advisors and their clients. Renee graduated from the University of Oklahoma with Special Distinction holding a Bachelor of Fine Arts degree in ballet performance and a minor in mathematics. She is a CERTIFIED FINANCIAL PLANNER™ professional and holds the FINRA Series 65 License. Renee is also actively involved in InvestHers and the Mercer 2030 - Sustainability. She lives in Lafayette, Colorado with her husband and enjoys hiking, spending time in the mountains, and traveling.
Rich began his career in wealth management in 2014. Prior to joining Mercer Advisors, he worked at a major insurance company as a Financial Planner. Rich holds a Bachelor of Science degree in Finance from California State University, Northridge. He is also a CERTIFIED FINANCIAL PLANNER™ professional. Rich resides in Los Angeles and when not working likes to travel and enjoys riding his motorcycle.
Brad began his financial services career in 2009, after spending nearly three years working in public accounting. Prior to joining Mercer Advisors, Brad worked for Kays Financial Advisory Corporation (acquired by Mercer Advisors), Fidelity Investments and AYCO, a Goldman Sachs Company. Brad provides financial and investment advice and comprehensive financial planning (i.e. investment planning, retirement planning, risk management, tax planning, cash flow planning and management, and estate planning). Brad earned a Bachelor of Science Degree in Accounting from Western Kentucky University. Brad is also a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Public Accountant. Outside of work, Brad enjoys watching sports, playing golf and spending quality time with his wife and two sons.
Rick helps his clients build confidence, security, and the independence they seek regarding their finances. He works collaboratively with clients and their advisor teams helping them build and protect their wealth, reduce taxes, and take care of the people and organizations they cherish most.
Rick began his career in tax with Arthur Andersen. Rick is a CPA, CERTIFIED FINANCIAL PLANNER™ professional, and Accredited Investment Fiduciary (AIF®). After becoming a financial advisor in 1990, he founded Cornerstone Financial in 1999, then merged with Atlanta Financial in 2012. Atlanta Financial joined Mercer Advisors at the end of 2020.
Rick graduated from Furman, is married and has two daughters with his wife. Rick enjoys spending time with friends and family, exercise, traveling, and playing golf.
Bob specializes in delivering comprehensive financial and estate planning including investment management services with an emphasis on pre-retirement and retirement strategies. He began his wealth management career in 1978 and received his CFP® designation from the College for Financial Planning in 1981. Before joining Mercer Advisors, Bob was the owner and managing partner of Personal Financial Advisors, a respected wealth management firm in Louisiana. A dedicated entrepreneur, PFA was the last of three financial planning services companies Bob founded. Throughout his career, Bob has been a member of and held board positions in numerous civic and professional organizations. A native of Montgomery, Alabama, Bob earned a Bachelor of Science degree in Business Administration from the University of Alabama.
With more than twenty years of wealth management and financial planning experience, Rodney is passionate about developing new client relationships. Prior to joining Mercer Advisors, Rodney was a Market Director for JP Morgan Chase where he led a team of advisors helping them develop their planning and investment portfolio skills. He started his career at Fidelity Investments as a financial planning consultant, where he helped clients develop a comprehensive plan to reach their financial goals. Later he worked at Charles Schwab as a financial consultant where he continued to work with high-net-worth families with complex needs, charitable giving, and trust accounts. Rodney earned his BA from Fordham University and holds the CERTIFIED FINANCIAL PLANNER™ certification, in addition to the FINRA Series 66 license. Rodney lives in New Jersey with his wife and two young children.
Ron began his career in the financial services industry in 1994 with a focus toward comprehensive financial planning. His strength and expertise are found in his ability to help his clients create a vision for their personal and professional lives and then integrate their unique vision into a comprehensive life plan. Ron graduated cum laude from Saint Leo University in Florida where he earned a degree in Accounting. He also holds the FINRA Series 66 License.
Ryan enjoys helping families find ways to further enrich their lives through financial planning. He uses his knowledge as a CERTIFIED FINANCIAL PLANNER™ professional to help his clients through all facets of their financial planning journey, helping them to feel comfortable knowing their finances are in order. Ryan has a broad background in finance, banking, mortgages, and investments. He joins Mercer Advisors from a boutique wealth management firm, having previously worked for JP Morgan Chase and Morgan Stanley. Ryan was born and raised in Florida and is a graduate of the University of South Florida. He spends leisure time either boating, or at the beach with his wife, Stephanie, and son, Jax.
Ryan believes in putting in the hard work necessary to make someone else's day a little brighter. After graduating from Temple University in 2012, he knew he wanted to work with advisors who were fiduciaries-required to put the interests of their clients before their own. Ryan began his career at Cordasco Financial Network as a Client Services Specialist. In his initial role, he provided support to advisors. Ryan moved into his current role in Technology & Data Management where his work enables advisors to serve clients in a more personalized way. It is the people at a company that make it special, and it is the people at home who make life worth it. For Ryan, those people include his wife, Lauren, and son, Jackson.
Job Titles:
- Client Service Specialist
Sally enjoys her roll of helping service clients' needs as well as supporting the team with daily office operations. Sally has worked in several different areas within the industry, such as processing client requests, assisting client advisors, managing calendars, and administrative duties. "This may sound odd, but I really like doing paperwork. Taking care of the details is my way of taking care of people." Sally grew up in Richfield, Minnesota. She received her Bachelor of Science from the WP Carey School of Business - Arizona State University. Her background includes working for two Fortune 500 companies in the Twin Cities. She has also been involved with Edina Public Schools, youth sports, and Hyland Hills Snow Sports Academy. Sally and her husband live in Edina and are parents to three grown sons. In her spare time, she likes to read, ski, hike, and spend time with her family and friends.
Sam graduated from the University of Colorado at Boulder with a BA in Political Science and an MBA from Regis University. After graduate school, he opened a brick and mortar sports nutrition store, as fitness is a very big passion in his life. Sam spent majority of his early career at Fidelity Investments as a Financial Consultant, where he obtained his CERTIFIED FINANCIAL PLANNER TM certification. Prior to joining Mercer Advisors, Sam was a Vice President, Private Wealth Manager at AllianceBernstein, where he managed assets for Ultra High Net worth families and businesses. In his free time, Sam is passionate about staying fit, food and family.
Sarah enjoys helping her clients discover the why of their wealth. Born and raised in Atlanta, GA, she earned her degree from the University of Georgia in business economics. She began her career in wealth management in Dallas, TX before moving home to join Resource Planning Group, later acquired by Mercer Advisors. Sarah is passionate about working with young professionals and families who are trying to navigate a multitude of pivotal financial decisions at the busiest time of their lives. She finds satisfaction bringing all the pieces of a financial puzzle together to create a plan that reflects the uniqueness of each person. Sarah is the NexGen Director for the Financial Planning Association of GA and an active member in her church. She is an avid puzzler, enjoys audiobooks and traveling with her husband, Chris.
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Manager, Wealth Path Group
Scott joined Mercer Advisors in December of 2021. Prior to this Scott had worked in management in the Tax Services industry as well as for a British FinTech company providing global remittance services. Scott graduated from the University of Denver's Josef Korbel School of International Studies in 2017. During his time in school, Scott studied in Japan and achieved working proficiency in the Japanese language, a skill he would later put to use in the workplace. In his free time, Scott can often be found writing and playing music with friends.
Scott Kays, CFA, CFP® founded Kays Financial Advisory Corporation in 1985, which was acquired by Mercer Advisors in November 2020. In addition to managing the firm and developing comprehensive financial plans for clients, he also served as KFAC's Chief Investment Officer. Scott is a CERTIFIED FINANCIAL PLANNER™ professional and has earned the Chartered Financial Analyst® designation. He has appeared numerous times on the Fox Business Network and CNBC, been featured in the Wall Street Journal, and authored two books, Achieving Your Financial Potential (Doubleday, 1999) and Five Key Lessons from Top Money Managers (John Wiley and Sons, 2005). Married since 1985 with six children, his numerous interests outside of work include roasting coffee, professional bodybuilding, and outdoor activities.
Scott was born and raised in Boca Raton, Florida. He began his financial career in 2017 as an analyst in New York City, and honed his financial planning skills in South Florida with Adam Financial Associates. Joining Mercer Advisors in 2019, he looks forward to helping clients meet their personal, professional, and financial goals. Scott attended St. Francis College in Brooklyn, NY where he played collegiate water polo and graduated with a Bachelor of Arts degree in economics with a concentration in finance. Scott holds the Financial Paraplanner Qualified Professional™ designation. Outside of work, Scott enjoys spending time with his family and is a huge Florida sports fan.
Job Titles:
- Client Service Specialist
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.
Job Titles:
- Client Service Specialist
Job Titles:
- Associate Financial Planner
Stefen began his wealth management career in 2019 as an intern with Mercer Advisors in both Boulder and Denver offices. He was exposed to many departments of the company and found that helping clients achieve their financial freedom was his interest. Stefen graduated from the University of Colorado with a Bachelor of Science degree in Business Administration with an emphasis in Personal Financial Planning. He is a Colorado native who enjoys many outdoor activities his home offers such as skiing and hiking. Additionally, Stefen greatly enjoys the time he gets to spend with his family and friends.
Stella enjoys working directly with clients and helping them to prepare for their financial futures. She holds a Bachelor of Business Administration in Finance and a Master of Science in Personal Financial Planning from Texas Tech University. Stella began her career in financial services as an associate wealth advisor at HawsGoodwin Wealth in Franklin, TN. In her role as an Associate Financial Planner, she assists senior wealth advisors with client relations, prepares portfolio reviews, builds detailed financial plans, and works directly with clients to address their financial needs. Stella enjoys exploring the Nashville area and spending time with her Australian Shepherd, Knox.
Steve's fascination with how money works is the foundation for his work today. This fascination started when he was very young and developed into a strong work ethic and the desire to be self-sufficient. Steve attended Temple University where he studied Finance and Real Estate. He began his career at Butcher and Singer, a premier Philadelphia-based investment banking firm. In 2008, Steve started Cordasco Financial Network. Steve also hosted the CBS radio broadcast "The Big Money Show" for 19 years. Steve eventually left CBS radio and began a new path through podcasting to educate the public with a more fiduciary approach. Steve enjoys spending time with family, friends and his four dogs along with visiting the beach, boating, sailing, paddle surfing, fishing, cooking, and eating.
Steve began a career in the financial services industry in 1998. He attributes his love of financial planning in part thanks to his engineering background from a previous career. After all, designing and fixing things are what engineers do best and it didn't take him long to see the similarities between the two fields. Steve advises the clients he serves by presenting solutions that combine solid financial expertise with real world experience. Steve is very personable and is able to explain complex topics to clients in relatable terms. He specializes in comprehensive wealth management, including the areas of investment management, estate planning, retirement planning, insurance planning, and relevant tax issues. Steve received a Bachelor of Science degree from Michigan State University in 1989 and a Master of Science in Finance degree from Walsh College in 2001. He is a CERTIFIED FINANCIAL PLANNER TM and a Certified Fund Specialist TM.
Job Titles:
- Client Service Specialist
Susan has over 25 years of customer service experience, enjoys problem solving and has mastered the resources to do so. She joined Mercer Advisors in April 2022 with the team at Convergent Wealth Management in Chesterfield, Missouri. Susan has a passion for helping clients meet their goals and provides exceptional customer service. She has learned that communication is vital to long standing client relationships and is gratified in seeing a client project through to completion. Susan is a native of St Louis and a Cardinals and Blues fan. She has been married for 20 years and has 2 children. When not at a sporting event for one of her Lindenwood college or high school youth athletes, she can be found enjoying a new restaurant in town with her husband or spending time with family and friends.
Susan began her career in the financial services industry in 1987. Prior to joining Mercer Advisors, Susan was a Sr. Vice President and Trust Officer with Kanaly Trust Company in Houston since 1997. She also worked with firms in Ohio, Florida and Boston, MA. Susan specializes in multi-generational wealth management issues, in which she incorporates a variety of planning tools. She holds a Bachelor degree from State University of New York, a Trust Administration Certification from Bentley University in Boston and completed the National Graduate Trust School at Northwestern University in Chicago. Susan is on the Board of Directors for the National Association of Estate Planners & Councils (NAEPC), serves on the Accredited Estate Planner® Committee (AEP®), co-chairs the NAEPC Diversity, Inclusion and Equity Task Force and is past chair of the Multi-Disciplinary Teaming Committee. She continues to be a member of Houston Estate and Financial Forum (HEFF, past President) as well as the Houston Business and Estate Planning Council (HBEPC) and the Financial Planning Association (FPA). Susan currently serves as president of the board of her homeowners association. In her free time, she loves to spend time with her family and do various outdoor activities.
Susy started her financial career with TD Ameritrade and joined Mercer Advisors in 2019. Prior to that, she spent 20 years in the pharmaceutical industry in various sales and marketing roles. Susy was inspired to change careers after going through the planning process for her family and her parents. She has a deep desire to help change people's lives by helping them plan for economic success. Susy grew up in Honolulu and now calls Arizona home with her husband and three children. She has an MBA from Arizona State University and holds the FINRA Series 66 License.
Job Titles:
- Client Service Specialist
Tammy has been helping individuals and families with their finances for over 25 years. She began her career as a CPA in public accounting preparing taxes and planning. Her outgoing personality and experience help her to ‘go the extra mile' to provide clients with the tools needed to prepare for retirement and their life changes along the way.
Tammy earned a bachelor's degree from Shepherd University in Accounting and is a Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER™ Professional. Tammy serves on the board for Children's Literacy Network and is a long-time volunteer coordinator for IHN Alpha House in Ann Arbor. When she is not serving her clients, you can find Tammy on the ski slopes or kayaking on a quiet lake in the UP with her husband and two daughters.
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.
Tom spent a large part of his career in executive-level financial management positions and is uniquely qualified to understand the sophisticated needs of corporate executives, affluent business owners, and retirees. Prior to joining Mercer Advisors, he served as a Wealth Management Advisor for Blue Moon Wealth Advisory. Tom has a Bachelor of Arts degree in Mathematics and Computer Science from Western Washington University and received his Executive MBA from the University of Washington. He remains actively involved with the Western Washington University Alumni. His personal involvement in organizations ranging from non-profits to Fortune 500 companies has provided the foundation for his career in private wealth management. In 2021, Tom was a named a Five Star Award Winner Five Star Award Winner for the second time.
In his role as a financial advisor and tax specialist, being a good teacher is an important aspect of Tim's relationships with the people he serves. Tim graduated from Bloomsburg University with a major in accounting. A licensed CPA since 2004, Tim joined Cordasco Financial Network so he could use the wealth of knowledge he has attained over the years to create plans and strategies in an individualized and personal way. Tim is an avid Philadelphia sports fan who also spends much of his free time coaching sports teams for his 14 and 10-year-old sons. Tim's wife is a teacher and they enjoy traveling together with their family, as well as being involved in the many sports teams they follow or participate in.
Todd LaLuzerne began his financial services career in 2000 at Fidelity Investments. Prior to joining Mercer Advisors, he honed his client relationship and strategic investment solution skills in his roles as a financial advisor with A.G. Edwards, investment consultant and then branch manager at TD Ameritrade. Todd applies a solutions-based, value-enhancement approach to his work with both institutional and individual high-net-worth clients. He is passionate about delivering a comprehensive and cohesive wealth management experience. He received his undergraduate degree from Texas A&M University, holds the FINRA Series 66 License, and Accredited Asset Management Specialist designation from the College for Financial Planning.
Job Titles:
- Wealth Advisor, Sr. Director
Tracey has been with Mercer Advisors since 2000. She brings over 25 years of expertise in financial planning. Tracey is passionate about creating long-term financial strategies that reflect the values and lifestyles of her clients. In particular, she has deeply held beliefs that women should plan and own their financial independence. Tracey also serves as Regional Director for the Mercer Advisors Midwest regional team and sits on the executive Steering Committee for the firm's award-winning InvestHERs women's initiative. She is also a member of the Mercer Advisors Investment Committee where she provides guidance on the investment offering for Mercer Advisors clients. Tracey was recognized by Forbes as a Top Women Wealth Advisor 2020 and Best in State Wealth Advisor 2021.
Tracey holds a master's degree in financial planning from the College for Financial Planning and a Bachelor of Science degree from Madonna University. In addition to being a CERTIFIED FINANCIAL PLANNER™ practitioner, she also holds the Master Planner Advanced Studies designation (MPAS®).
Troy has over 20 years of experience in the financial services industry. He created his own firm, Tri Pillar Investments, after successful engagements with Wachovia/Wells Fargo and AIG/Valic. Tri Pillar merged with ACG Wealth in 2014. Troy holds a Bachelor of Science degree and an MBA. Troy was a frequent contributor to CNBC & FOX and is also the Founder and President of TABu Filmz where he served as Executive Producer and Director on a number of movies. He is also the Founder and President of TABu Properties, a local real estate investment company. Troy serves as a Board Advisor for FCA Hockey and LifeStyle Christianity, as well as volunteering with Make-A-Wish. In his spare time Troy enjoys competing in pickleball tournaments as well as working with the homeless through a ministry called Embrace.
Cam is a realist who sees a direct correlation between helping his clients achieve their financial goals and the firm's overall success. Cam received a Bachelor's degree from the University of Mississippi. He began his career with Independence Trust Company and worked in Merrill Lynch's Global Private Client Group. In 2008, Cam co-founded HawsGoodwin Wealth, an RIA in the greater Nashville area. As a Certified Exit Planning Advisor®, Cam helps prepare business owners for the eventual transition of their business. He is an accomplished writer; his equity research reports and commentary have been published by Motley Fool, a publisher focusing on financial management. Cam, his wife, Beth, and their daughter Gracey live in Franklin, TN. He enjoys golf, hunting, and being outdoors.
Tom began his financial services career in 2015 after graduating from the University of Colorado with a BA in History and a minor in Business Administration. Prior to working with Mercer Advisors, he launched the Young Professionals Program at Confluence Financial Advisors, aimed at providing comprehensive financial planning, tax planning and tax preparation to those in the early stages of their careers. At Mercer Advisors, Tom continues to serve early-career professionals as well as pre-retirees and retirees. He specializes in tax planning and stock option planning, and regularly gives talks on the how to utilize stock options to build wealth. Tom is a CERTIFIED FINANCIAL PLANNER® professional.
Will is proud to serve as a fiduciary with over a decade of experience building tax-efficient financial plans for high-net worth families. He completed his CERTIFIED FINANCIAL PLANNER™ course work at Rice University, and is an enrolled agent (EA), which is the highest credential given by the IRS, focusing on tax rules, laws, and regulations. Grounded in the principles of financial planning as well as tax planning, Will designs retirement strategies that help minimize tax exposure. He believes in building strong relationships with honesty, integrity, and reliability to uncover each client's unique needs, and help them build a customized financial plan.
Zeke joined Mercer Advisors in 2021, as a member of the Financial Planning team in Austin. Prior to joining Mercer Advisors, Zeke served as a financial advisor for a small fee-only firm in San Antonio. He holds a Bachelor of Business Administration in Economics and a Master of Science in Personal Financial Planning from Texas Tech University. Zeke often entertains visiting friends and family as a mock-tour guide for Austin. He also enjoys going to the gym, the local comedy clubs, and watching his Dallas Cowboys and San Antonio Spurs whenever he gets a chance. He is a CERTIFIED FINANCIAL PLANNER™ professional and is fluent in Spanish.