KANALY - 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), a Chartered Market Technician® 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.
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 is passionate about helping people turn financial aspirations into realities and guiding them toward financial freedom and security. With a father who was a financial advisor and a grandfather who was an avid investor, she's been immersed in the industry since an early age. As a CERTIFIED FINANCIAL PLANNER™ professional, her goal is to optimize every client's financial situation, so they never again have to worry about money. Alexa has significant experience in tax planning and strategy, insurance, education planning, legacy planning, and investment management. Prior to joining Mercer Advisors, she worked for several years as a crisis intervention coordinator at a local nonprofit, helping women and families navigate through hardship. When not at work, Alexa can be found exploring a mountain trail, reading, trying a new recipe, or spending time with her husband and family.
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.
Amanda joined Mercer Advisors in November 2022, with over a decade of experience in the financial services industry. After a brief period in a different industry, she rejoined her team in Springfield, Missouri, dedicated to delivering top-notch service and support to clients. With an eye for detail and a penchant for problem-solving, Amanda strives to always support her team and be someone whom clients can rely on. Outside of work, she enjoys adventures with her husband, two stepdaughters, and two very troublesome cats.
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 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. He is a graduate of the University of Notre Dame, BBA in Finance. He has been a member of the Green Bay Packers Board of Directors since 2001 and is married with 4 daughters and 6 grandchildren.
Tony began his financial services career in 2000. Since then, he's served high-net-worth and ultra-high-net-worth clients to help attain their financial freedom. As a CERTIFIED FINANCIAL PLANNER™ professional, Tony has guided over 1,000 families in the development of their own unique wealth plan. A fundamental set of beliefs are his daily motivation for serving clients best: consolidating assets in as few institutions as possible, creating a defined process for investing hard-earned money, and implementing a legacy plan to help ensure that loved ones are cared for in the future. Outside of work, Tony enjoys spending time with his wife and their three teenagers.
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.
Job Titles:
- Client Service Specialist
Becky Leslie joined Mercer Advisors in December 2018. Formally Becky was a client serves representative for FIM Group since April 2015 as a client services representative. She has been in the financial industry for 11 years. Prior to her financial industry experience, she worked for Hampton Inn Hotels as a Sales Manager and General Manager.
Becky grew up in Okemos and has been in the Traverse City area for the past 25 years. She and her husband, Mitch, are proud parents to Lauren and Ryan. Becky enjoys volunteering her time for the Grand Traverse Hockey Association and the Traverse City Figure Skating Club.
Job Titles:
- Executive 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 Upper Arlington, Ohio 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.
Job Titles:
- Wealth Advisor, Sr. Director
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.
Bernie's approach to financial planning is driven by his experiences as an estate planning attorney. As a result of his experience in taxation, Bernie is skilled at identifying critical issues affecting client's tax and financial planning. Bernie received his JD from State University of New York and both a Bachelor's degree and an MBA in Finance and Accounting from the University of Rochester. Bernie began his career in financial services in 2001 and joined Mirsky Financial Management Corporation in 2012. Bernie also provides experienced guidance and alternative solutions for families facing long-term care financial decisions. Bernie resides in Penfield with his wife and two children. He is an avid soccer fan and tennis player and serves on the Finance Committee at McQuaid Jesuit High School.
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.
Brandon began his career in the financial services industry in 2014. Prior to joining Mercer Advisors, he was a financial consultant with Scottrade. As a consultant, he worked with clients to understand their world along with the barriers in order to provide appropriate solutions and strategies. Brandon graduated from University of Dayton in Dayton, Ohio with a Bachelor's degree in Business Administration Finance and Economics. Brandon is a four time men's league hockey champion.
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 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.
Brittany began her career in finance at Goldman Sachs working in private wealth management in their Los Angeles, San Francisco and New York offices. There she was able to hone her client service skills providing elevated support to ultra-high-net-worth individuals and families with their wealth management needs. She brings that same level of expertise to her clients at Mercer Advisors by providing proactive and seamless 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 streaming 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.
A native of Massachusetts, Cam worked for the Boston Red Sox for a few years after college before making the transition to finance. He began as a retail banker, then joined 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. He holds the FINRA Series 66 license and is a CERTIFIED FINANCIAL PLANNER™ professional.
Job Titles:
- Director
- Wealth Advisor, Director
Director 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 a 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, earned his Master of Science degree in Personal Financial Planning from Texas Tech University, and in 2023 received a Master's of Business Administration from Auburn University. Carl is a member of the Financial Planning Association, The Dallas Estate Planning Council, and the Texas Guardianship Association. He also holds the FINRA Series 65 License and is a CERTIFIED FINANCIAL PLANNER™ professional.
Job Titles:
- Wealth Advisor, Sr. Director
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.
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.
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.
Chip began his career in the financial services industry in 2002. He loves coming up with creative planning solutions for business owners, professionals, corporate executives and their families, leaning on experience gained in Trust departments and managing private client operations for local banks. Prior to joining Mercer Advisors, Chip was the President of The Asset Advisory Group, a wealth management firm in Cincinnati. Chip is a CERTIFIED FINANCIAL PLANNER® professional and received a Master of Business Administration from Xavier University in Cincinnati and his Bachelor's degree from Miami University in Oxford, OH. In his spare time, Chip enjoys golf, fly fishing, traveling and spending time with his family and friends. Chip and his wife, Abby, live in Mt. Lookout with their two daughters and beloved family dog, Millie.
Job Titles:
- Client Service Specialist
Chris began his career in financial services in 2002 as a Financial Advisor with American Express Financial Advisors. During his career, he has been an OSJ Compliance Officer and worked directly in operations approving new business. In his role at Paragon Wealth Strategies, he played a critical role on the Operations Team which was the foundation of the company's Client Service experience. Chris earned his bachelor's degree from Clemson University in 1987. Chris is a true Southerner with an accent only someone from South Carolina can truly understand. He enjoys all sports and especially his Clemson Tiger Football team. He is an exercise enthusiast and enjoys spending time with his two grown children Zack and Alexa.
Chris began his career in financial services in 2018 and joined Mercer Advisors as an Associate Wealth Advisor in September 2023. Previously, he was an Investment Associate at Fiduciary Trust International in Radnor, Pennsylvania, focusing on portfolio management and guiding high-net-worth clients through all stages of their wealth management journey. Chris is a Chartered Financial Analyst® and a graduate of the University of South Carolina. He resides in San Diego and enjoys spending time outdoors, traveling, and rooting for his hometown Philadelphia teams.
Job Titles:
- Client Service Specialist
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 specializes in retirement planning, cash-flow planning, and tax planning. He's passionate about helping families identify their financial goals and creating the best-possible context to achieve them. Chris began his career in the financial services industry after graduating magna cum laude from Creighton University with a BS degree in finance and a specialty in personal financial planning. Prior to joining Mercer Advisors, he was a Financial Planning Associate at Confluence Financial Advisors, where he worked closely with the lead advisors and their clients. Chris lives in Littleton, Colorado, with his wife and enjoys the outdoors, spending time with family and friends, and traveling. He has CERTIFIED FINANCIAL PLANNER™ certification 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.
Job Titles:
- CERTIFIED FINANCIAL PLANNER
- Wealth Advisor
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:
- Wealth Advisor, Sr. Director
Dane is passionate about helping families identify their financial goals and providing financial confidence. He has a bachelor of science degree in finance with a concentration in personal finance from Eastern Illinois University, and a master of business administration degree from Rice University. He's also a licensed financial advisor (FINRA Series 65) and is a CERTIFIED FINANCIAL PLANNER™ professional. Dane has extensive experience with a multitude of complex family situations. He recently helped launch Wealth Path, which allows Mercer Advisors to provide financial planning to more families. Dane is a strong advocate for financial literacy and education and believes that everyone should have access to the information and resources they need for making sound financial decisions. He volunteers with 3rd Decade, which provides financial mentorship for young adults. Dane also enjoys spending time with his family, playing golf, and traveling.
Daniel M. McDermott has been providing financial planning advice to individuals and business for more than 30 years. An alumnus of West Chester University, Dan is a CERTIFIED FINANCIAL PLANNER TM professional, Chartered Financial Consultant (ChFC®) and an Accredited Investment Fiduciary (AIF®).
Danielle began her career in the financial services industry in 2005, working at large RIA firms such as Washington Mutual and JPMorgan and at a local asset management firm in Houston. She's passionate about providing high-quality, detailed customer service to support the Mercer Advisors team and its clients. Danielle graduated with a BA in psychology from the University of Texas at San Antonio and is a CERTIFIED FINANCIAL PLANNER™ professional. She serves on the steering committee of the Mercer Advisors Diversity, Equity & Inclusion initiative and leads the financial literacy-community outreach division. She's also the partner-firm executive sponsor for 3rd Decade as well as a liaison to Junior Achievement. In her spare time, Danielle volunteers with Houston Dress for Success, offering financial literacy classes to veterans. She loves traveling with her husband, going to the theatre, and reading.
Job Titles:
- Manager, Sr. Financial Planner
Danny began his financial planning career in 2020 with a passion for helping clients simplify the path to their best financial life. He is a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent. As a Financial Planning Analyst, Danny is committed to building strong client relationships, developing well-rounded financial plans, and delivering advice that's always in the client's best interest. Prior to joining Mercer Advisors, Danny climbed the ranks of the entertainment industry, focusing on client representation, marketing, and advertising. He earned a degree in economics and film studies from Claremont McKenna College and was a NCAA Division III champion in water polo. Danny is a member of the Financial Planning Association, speaks Russian, and enjoys traveling and being physically active. He lives in Westlake Village with his wife, their two children, and their 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.
David has a passion for educating clients and guiding them through the complexities of the financial planning process. In his role at Mercer Advisors, David manages the Southern California advisory teams. He completed his undergraduate degree in Business Administration at Chapman University and followed that by earning a master's degree, with an emphasis in Financial Psychology and Behavioral Finance from Creighton University. He holds a master's degree in Financial Planning (MSFS) from the American College of Financial Services as well. David is a CERTIFIED FINANCIAL PLANNER™ professional, and presently holds the Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), Chartered Advisor in Philanthropy® (CAP®), Certified Divorce Financial Analyst® (CDFA®) and Certified Financial Behavior Specialist® (FBS®) certifications. David is also an adjunct professor at California State University - Fullerton in the Finance Department.
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.
As a CERTIFIED FINANCIAL PLANNER™ professional and member of the Wealth Path team at Mercer Advisors, David utilizes financial planning and investment management processes to develop customized strategies for individuals and their families. David graduated from Auburn University with a bachelor of science degree in business administration and a concentration in finance. He began his career in Birmingham, Alabama, prior to joining HawsGoodwin Wealth in Franklin, Tennessee, later acquired by Mercer Advisors. Outside of work, David enjoys baking cookies for his wife's small business and being active in their church.
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.
David is a dedicated CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent committed to assisting families in clarifying their financial objectives and preparing for a fulfilling retirement. He joined Mercer Advisors shortly after completing the Personal Financial Planning Certification Program at UCLA, where his focus now lies. David designs strategies that align with each family's unique goals and requirements. His fluency in Spanish allows him to work with a range of clients. Outside of work, David is proud to offer pro-bono financial guidance through Advisors Give Back, and he enjoys hiking and competing in triathlons.
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.
Job Titles:
- Client Service Specialist
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!
Job Titles:
- Wealth Advisor, Retirement Plans
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.
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.
Job Titles:
- Wealth Advisor, Sr. Director
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 possesses a profound curiosity and unwavering passion for investing and technology. Accumulating over 35 years of invaluable experience in investment, he has spent more than 12 years fostering direct client relationships. His journey led him to Mercer Advisors through the acquisition of Private Asset Management, Inc. With a degree in business and computer science from Western Washington University, Eric has consistently proven himself as an indispensable asset to the team, contributing significantly across compliance, technology, and wealth advisory domains. Continuously immersing himself in the latest developments in the economy, investment strategies, and technological advancements, Eric's commitment to staying current is unwavering.
Evan has a passion for helping people. He's excited to be part of Mercer Advisors' Bloomington branch as a 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. He has a smile on his face every day because he feels fortunate to be at Mercer Advisors, having a positive impact on its clients. Evan grew up in Becker, Minnesota, and now lives in Mounds View with his wife and two rescue cats. In his spare time, he 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.
Gaby is primarily responsible for guiding her clients toward financial success through tax planning, investment management, and strategizing retirement decisions. She also serves on the Mercer Advisors Investment Committee ESG Investments Subcommittee and the InvestHERS Steering Committee, and she leads the Financial Literacy employee program. Gaby's expertise revolves around deep-rooted passion for empowering professionals and families of all backgrounds, serving the unique planning needs of women investors, and ESG/values-based investing. Prior to joining Mercer Advisors, Gaby worked with a top brokerage firm. She graduated from the University of Akron, earning a bachelor of business administration degree in financial planning. She holds the FINRA Series 65 license and is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered SRI Counselor SM.
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 recently, in 2021. Prior to joining Mercer Advisors, he had a 30-year engineering career at Ford Motor Company. As he approached retirement, he recognized the need for a second career and found the complexity of financial planning to be very compelling. As a result, he earned the CERTIFIED FINANCIAL PLANNER™ certification and joined forces with Mercer Advisors. George assists our Wealth Advisors with advanced planning support to provide outstanding service to clients. Outside of work, he loves to golf, play ice hockey, and spend time with his family.
Job Titles:
- Client Service Specialist
Gracie graduated from the University of Kansas with a degree in finance and marketing as well as a certificate in professional selling. After interning with an independent investment management firm, she migrated to wealth management and joined Mercer Advisors in June 2022. She's passionate about building lasting relationships that help clients reach their goals.
Job Titles:
- Client Service Specialist
Greg brings nearly a decade of client service experience to the Chesterfield team. With a background in technology sales, he's energized by learning client goals and seeing them come to life. A St. Louis-area native, Greg graduated from Truman State University with a degree in marketing. He and his wife reside in Webster Groves, and they have a child arriving in late 2023. If not in the office, you can find Greg with friends and family, on a run, or rooting for the St. Louis Cardinals and Blues.
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.
Harrison joined Mercer Advisors via the Atlanta Financial Associates acquisition in 2020, having worked with AFA for over six years. He specializes in financial planning, investment management, and tax and estate strategies for high-net-worth clients. He's also passionate about mentoring younger associates in the Mercer Advisors team. Harrison graduated from the University of Georgia Terry College of Business in 2013 with a BBA in finance (Go Dawgs!). He's a CERTIFIED FINANCIAL PLANNER™ professional as well as an Accredited Investment Fiduciary® designee. Harrison lives in Roswell with his wife and two daughters. Harrison says he and his wife get along 364 days of the year, with the exception being the annually contentious Georgia-Auburn game.
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.
Having grown up in a medical family, Ian views his job as similar to that of a doctor - but taking care of your finances instead of your health. Understanding a client's full financial picture in order to help them live their best life and achieve their end goals is what he sets out to do for those he works for. Seeing a client achieve their financial aspirations is what drives his passion for financial planning. Ian specializes in retirement planning, investment management, and tax planning for wealth-builders and retirees. He received his MBA from the Crummer School of Business at Rollins College and his undergraduate degree from Colgate University, where he majored in economics and played football. Ian currently lives in Nocatee with his wife Nikki, and his two children Emilia and Luke. He is an avid sports fan and enjoys rooting for his local Jacksonville Jaguars and Florida Gators.
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.
Job Titles:
- Wealth Advisor, Sr Director
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
Jaclyn joined Mercer Advisors after working for a year in the financial services industry following her May 2021 graduation from Gonzaga University. Jaclyn graduated Magna Cum Laude from Gonzaga and majored in Business Administration with focuses in Finance and Human Resource Management. She enjoyed cheering on the Zag basketball team and played all types of intramural sports while at Gonzaga. Jaclyn grew up in the San Francisco Bay Area playing competitive soccer and basketball and enjoys going back to spend time with family and friends in the area. Jaclyn is excited to work closely with advisors to help clients meet their financial goals.
Job Titles:
- CERTIFIED FINANCIAL PLANNER
- Wealth Advisor
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).
Job Titles:
- Wealth Advisor, Sr. Director
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
Janice strives to provide exceptional customer service to clients in a variety of areas. She supports the advisors in operations in areas such as new account opening, money movement, trading, reporting and research. Janice has over 30 years of experience in the financial services industry beginning as a receptionist and growing within the industry over the years assisting advisors within the operations department. Janice joined Mirsky Financial Management Corp in 2018. Prior to joining Mirsky, she worked as a client services associate at Tompkins Financial Advisors. Janice lives in Brighton, NY with her husband, Jim, along with 2 rescue dogs named Zach and Guinness. Her hobbies include reading, camping, and traveling.
Being a financial advisor has been Jeanette's life work. Guiding clients through financial decisions and watching their successes unfold over the years has been a calling, not a job for her. After obtaining a degree in accounting and finance at the Ohio State University, Jeannette became a CPA in 1984 and founded The Asset Advisory Group (TAAG) in 1988 after obtaining the CERTIFIED FINANCIAL PLANNER® certification. TAAG joined Mercer Advisors in 2022 to expand and improve the services that TAAG provided, and because Mercer Advisors shares the same focus on serving clients with excellence, honesty, and integrity. When not working with clients, Jeannette enjoys spending time with her large family and gardening.
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".
With a career spanning over two decades, Jeff has consistently demonstrated a profound understanding of finance and a commitment to helping clients navigate their wealth management needs. Jeff's journey in the financial industry commenced in 1996 as an Equity Analyst for the investment bank, Hanifen Imhoff. Following this role, Jeff transitioned into the public sector, where he served as a Senior Financial Analyst/Economist for the City of San Diego. In this capacity, he played a crucial role in overseeing the financing for the construction of Petco Park, leaving an indelible mark on the city's landscape. In 2005, Jeff joined Private Asset Management, Inc serving in many different roles and culminating in his appointment to President/CEO. A graduate of the University of Colorado at Boulder, Jeff's academic achievements reflect his dedication to intellectual pursuits. He graduated cum laude with dual degrees: a B.A. in Economics and a B.A. in Philosophy of Law.
Jeff has served as a wealth manager since 1984. In 1989, Jeff established a fee-only wealth management firm, which merged to form Lokken, Chesnut, & Cape in 1993. Jeff served as CEO of the firm until he joined FIM Group and then Mercer Advisors. As Client Advisor, Jeff leverages his expertise in financial, tax, and business planning to oversee the design and implementation of investment strategies for clients. Jeff received his B.S. from the University of Wisconsin-La Crosse, an M.S. from Winona State, and an M.S. from the College for Financial Planning. Jeff is a CERTIFIED FINANCIAL PLANNER TM professional and holds the ChFC certification. Outside of the office, Jeff spends much of his time with his wife, Patti, and their five grandchildren.
Job Titles:
- Client Service Specialist
Jeniffer strives to provide exceptional client service and takes pride in the long-lasting relationships she has been able to build with clients over the years. She began her career in financial services in 2006 and was with Andesa Financial Management for 8 years prior to joining Mercer. While at Andesa, she was the first point of contact for clients and worked closely with her team on a variety of activities. Jeniffer understands the importance of continuing education and has held numerous certifications over her career. Outside of the office, Jeniffer enjoys traveling, gardening, spending time with her friends, family and her pup, Ryelan.
For over 20 years, Jenn has specialized in comprehensive wealth management and is passionate about being an advocate and partner as she works with clients to help them achieve their financial goals. This has formed the cornerstone of her career in positions in the insurance industry, bank wealth management, and as a financial advisor. Jenn is a Jacksonville University alumnus and a former officer in the United States Navy, where she served as a Naval Aviator flying the SH-60F/H Seahawk Helicopter. She served several years on the board of the Financial Planning Association of Northeast Florida, completing her board time as President. Jenn is married to her husband Craig, and they are blessed with their 2 children: Brandon, a graduating senior at George Mason University, and Isabella who is senior in the Bartram Trail High School Air Force JROTC and looking to colleges in the Fall. Jenn is an active member of San Juan del Rio Catholic Church and enjoys her time ballroom dancing, doing Pilates, and traveling with her family.
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:
- Wealth Advisor, Sr. Director
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 in financial services in 1999. Prior to joining Mercer Advisors, he served as a Wealth Advisor at BrightPoint Planning and as a Managing Director and Investment Consultant at Trademark Financial Management. As a CERTIFIED FINANCIAL PLANNER® professional, he specializes in investment management and working with high-net-worth families to achieve their financial goals. John holds a BA from Colorado State University and an MBA from the University of Saint Thomas. Outside the office, he enjoys fly fishing, alpine skiing, yoga, cycling, and wilderness canoe trips.
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.
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.
Jonas began his financial services career in 2018 as an Investment Analyst at Meketa Investment Group, advising multi-employer and public pensions, endowments and foundations, and corporate defined contribution plans. He also worked as a Senior Investment Analyst for the Northrop Grumman investment team, overseeing fixed income and private credit assets for the pension plan. Jonas graduated from University of the Pacific with a BS degree in business administration and earned an MS degree in finance from University of San Diego. He's a Chartered Financial Analyst® charterholder and a member of the CFA Society of San Diego. When not on an adventure with his wife and two dogs, Jonas enjoys golfing, cooking, and watching sports.
In working with clients, Jon uses entertaining and straightforward communication skills to distill complex concepts into easily understood ideas. His motto is "If you can't explain it simply, you don't understand it well enough!" Jon graduated from the United States Military Academy at West Point and served as an Armored Cavalry officer until entering the financial services industry in 1995. He is a CERTIFIED FINANCIAL PLANNER™ professional and has achieved a Master of Science in Financial Services (MSFS). He also lectured on wealth preservation topics at the Florida Coastal School of Law, and on retirement planning, wealth management, and various aspects of the financial services businesses at the University of North Florida. Jon co-founded Paragon Wealth Strategies, a fee-only wealth management firm that joined Mercer Advisors in 2023. When not working with clients, Jon enjoys working on antique cars, motorcycles, and supporting his community through the American Legion.
Jonathan began his career in the financial services industry in 1994. Prior to joining Mercer Advisors, he was a director of wealth management at Polaris Wealth Advisory Group. Jonathan is a former division 1 athlete and served as a college head coach. He's a big-picture communicator and dream caster who excels at motivating others to be proactive about accomplishing their dreams and goals. Jonathan earned a bachelor's degree in English literature at The Citadel and accepted a commission in the U.S. Army (infantry) upon graduation. He's also a Gulf War veteran. In his spare time, Jonathan can be found shivering in the lineup at First Point in Malibu, waiting for the next set of waves.
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.
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.
Job Titles:
- Client Service Specialist
Kailen started in financial services at a Broker-Dealer firm in 2007 before switching to wealth management in 2014. Kailen joined Mercer Advisors via the Private Asset Management acquisition in August 2023. Having over 15 years of experience in the industry has allowed Kailen to provide a solid level of service and perspective. She takes pride in the ethics, respect, and personal touch she offers clients. Kailen has a degree in Business with a concentration in Human Resource Management and is a Notary Public. Outside the office, Kailen enjoys spending time with her daughter and family, camping, and working on crafty projects.
Karen has a servant's heart and finds fulfillment in assisting clients with their non-advisor needs. She wants each client she helps to know how much she cares about them and their needs. Karen began her career in the financial services industry in 2009 at Paragon Wealth Strategies in Jacksonville, Florida where she held the positions of Administrative Assistant, Client Service Associate, Director of Client Service, and Vice President of Client Relations. She joined Mercer Advisors with the Paragon Wealth Strategies acquisition in 2023. During her off-work time, Karen enjoys spending time with her husband, Jack, their two grown sons, granddaughter, and extended family who mostly live nearby. She is an active member of St. Joseph's Catholic Church and serves as sacristan, a lector, a Eucharistic minister, and the chair of the Stewardship Committee. Her hobbies include sewing, reading, and attempting to train her chocolate lab named Emma.
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.
Karrie began her career in the military, serving 10 years in the United States Air Force. While she worked in financial management during that period, her true passion has always been for personal finance. She left full time service with the military to pursue that passion and over the past decade has counseled hundreds of families toward Economic Freedom™. In addition to delivering comprehensive financial planning to her valued clients, she also serves as Senior Director, overseeing services for existing clients and welcoming new clients to the Mercer Advisors family in Oregon and Washington. Karrie attended Pacific Lutheran University, where she earned a degree in business with an emphasis in finance. She lives in Vancouver, Washington, with her husband and two children. On the weekends, they enjoy heading to the mountains to enjoy all the beauty Washington has to offer.
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.
As a CERTIFIED FINANCIAL PLANNER™ professional, Kelly is committed to earning the trust of her clients by addressing the areas of most importance to them and their families. With a goal-oriented approach and focus on ensuring clients have the clear, comprehensive information and context needed to help make the best decisions for themselves and their families, Kelly serves as an ongoing partner by providing thorough advice and a customized investment management approach that is informed by the continued financial planning work completed with clients. Kelly crafts each financial plan around clients' true priorities in life, as wealth management is much more than managing a client's portfolio.
Prior to becoming a wealth advisor, Kelly served as a Senior Account Executive at BSI Corporate Benefits, LLC. where she specialized in driving key growth initiatives and consulting with mid-market and large employer groups on their employee benefit offerings.
Kelly is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University. Kelly holds a CERTIFIED FINANCIAL PLANNER™ certification and active Series 65, Accident, Health, Life & Fixed Annuity licenses.
Outside of the office, Kelly enjoys working out, traveling with her husband, spending time with her family and watching college football.
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.
Job Titles:
- Executive Managing Director
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 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
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.
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.
Job Titles:
- Executive Managing Director
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.
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
Leigh strives to treat every client with respect and provide the highest level of service. She graduated from the University of Cincinnati with an associate degree in business. Leigh began her career as an administrative assistant to a financial planner in 1996 and then found her way to The Asset Advisory Group in 2001. She has remained with TAAG ever since and joined Mercer Advisors as a Client Service Specialist when TAAG merged with the company in October 2022. Leigh believes that being detail-oriented and supportive to our clients are what make her valuable client service specialist. She is an animal lover & enjoys spending time with her children, husband and extended family.
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.
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.
Job Titles:
- Client Service Specialist
Lisa's background in client services is a natural fit due to her attention to detail and exceptional communication skills. She enjoys the connection with clients as well as colleagues. Her focus is utilizing her skillset to assist client from all walks of life in achieving their goals. Lisa joined Mercer Advisors via the Singh Advisory acquisition in November of 2023. Prior to her employment with Singh Advisory, she was employed by Edward Jones Investment for 12 years. She enjoyed being a mentor to new employees as well as assisting current employees with troubleshooting issues and streamlining processes. Outside of work, Lisa enjoys long walks, staying fit and anything creative including her newest challenge, quilting. The focus and organization required to be a quilter is right in line with the attention to detail she exhibits in all areas of her life.
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
Maeve focuses on fostering an environment of partnership with her clients and always strives to provide a seamless client experience. She serves on the Mercer Advisors Financial Literacy Community Outreach team and has a deep passion for helping others find Economic Freedom™. She also participates in the Mercer Advisors mentorship program and in the alumni program at University of Colorado, Boulder, where she graduated with a bachelor's degree in Personal Financial Planning. Maeve is a CERTIFIED FINANCIAL PLANNER™ professional and holds the FINRA Series 65 license. She lives in Denver with her fiancé and their Australian Shepherd.
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:
- Client Service Specialist
Maria began her career in financial services in 2013 at a local boutique firm and broker-dealer, where she worked with a team of financial advisors, providing administrative support and served as a liaison between clients and back-office operations. Maria joined Mercer Advisors via the Private Asset Management, Inc. ("PAM") acquisition in August 2023. Before the acquisition, she worked with PAM for seven years as part of the Operations team. In addition to ensuring continuous and high-level client service, she and her team collaborated with the wealth advisory teams and internal departments to improve and evolve operational efficiencies. Maria enjoys working with her clients and colleagues and is passionate about offering the best service possible. Born, raised, and living in sunny San Diego, CA, she enjoys relaxing by the pool, going to the beach, paddle boarding, and spending time with her family.
Job Titles:
- Client Service Specialist
Marie began her career in the financial industry over 20 years ago and has held various client support roles. She understands the importance of building strong client relationships and is excited about this new opportunity. Marie graduated magna cum laude from Wilmington University with a Banking and Finance degree. Marie lives in Wilmington with her husband and three children.
Mark has dedicated over three decades of his career to helping retirees and widowed persons navigate the wealth management challenges that come with a significant lifestyle change. His dedication and expertise have helped countless individuals and families achieve their financial goals and improve their quality of life. Mark's education includes the prestigious CERTIFIED FINANCIAL PLANNER™ certification from the College for Financial Planning in Colorado. He's also a Certified Divorce Financial Analyst® professional. Mark holds a BBA in finance from the University of Houston-Downtown. In his free time, he enjoys being with his family, particularly at reunions. Mark is an avid fan of water sports and can often be found on the water with his wife, whom he's been happily married to since 1984.
Job Titles:
- Director of Endowments and Foundations Group, Sr. 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.
Job Titles:
- Client Service Specialist
Marlie began her career in 1998 and has held various client-service and executive-office management positions. She joined Mercer Advisors in 2022 via the acquisition of The Asset Advisory Group. Marlie enjoys building relationships with clients and strives to provide a superior, personal experience for them. Throughout her career, she has always emphasized professionalism and a willingness to learn. In her spare time, Marlie enjoys being with family and friends and volunteering with her church. She's also an avid gardener and reader of fiction.
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 wants to guide as many people as possible to Economic Freedom by translating their financial goals into actionable plans. Using everyday language, he works with clients to help them understand how choices and external factors today may affect their goals in the future. Matt has worked in financial services since 2001, with stints at Russell Investments and JP Morgan. In 2009, he founded a financial advisory firm and has provided comprehensive planning to hundreds of clients. Matt has a master's degree in international economics from Johns Hopkins University and a bachelor's degree from Oberlin College. He's a Retirement Income Certified Professional® and holds licenses for FINRA, Series 63, Series 66 and for life and disability insurance in Washington state. Matt enjoys cooking for friends and family and hiking mountain trails.
Job Titles:
- Client Service Specialist
Matthew began a career in sales and marketing before joining the financial services industry in 2021. Prior to Mercer Advisors, he was the office manager for a marketing firm in Dallas-Fort Worth, focused on providing outstanding administrative support to local start-ups and his sales team. Matthew enjoys helping people and gets the most satisfaction from making sure his clients are well looked after. He graduated from the University of Maryland with a bachelor of arts degree in communications. Outside of work, Matthew can be found performing live music, attending a wine tasting, or spending time with his friends and family.
Job Titles:
- Wealth Advisor, Sr Director
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.
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.
Michael brings a different perspective to financial planning and client coaching as a result of having witnessed the difficulties his parents experienced in navigating the complexities of the financial system after relocating to the US from Europe. He approaches every client with advice as genuine as he would offer to his own parents. The most rewarding part of his job is addressing crucial questions like when one can retire and how to avoid running out of money and witnessing the sense of relief clients experience after reviewing their financial plans. Michael is a true advocate of his clients' success and deeply values the trust they place in him. Michael holds a business management degree with a concentration in finance from Stony Brook University and is also a CERTIFIED FINANCIAL PLANNER® professional. In his spare time, Michael enjoys skiing, Florida beaches and traveling. He has explored 19 countries and counting.
Michael's great grandfather, James Lindsey Raidt, provided a life lesson that has guided him through his career in financial services, "If you watch the pennies the dollars will take care of themselves." Michael has worked in financial services since 2006. He works hard to earn the trust of others by providing financial confidence with exceptional service and making complex financial problems easy to understand. Michael joined Mercer Advisors in 2022 via the acquisition of The Asset Advisory Group. He received his bachelor's degree with a double major in finance and marketing from Xavier University in 2008. While at Xavier he was a member of the Student Investment Fund and Cross Country & Track teams. Michael earned his CERTIFIED FINANCIAL PLANNER® certification in 2011. At home, Michael enjoys spending time with his wife (Hilary) and three kids (Winnie, Elliott & Louis). He is an avid sports fan and loves listening to audio books.
Mike began his financial planning career in 2015, helping families with their individual investment needs. In 2017, he joined Mercer Advisors because of its dedication to holistic financial planning. Mike enjoys leveraging financial technology tools to help clients match their life goals with their financial planning needs. He's a CERTIFIED FINANCIAL PLANNER™ professional and a graduate of the Personal Financial Planning program at Central Michigan University. Mike and his wife, who's a doctor of physical therapy, love hiking in the U.S. national parks. They've been to more than half of the parks in the system, and their goal is to explore every one of them. In his free time, Mike enjoys reading nonfiction and history and researching family genealogy.
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.
Michelle is driven by the belief that aligning clients' aspirations with their financial strategies is pivotal for a fulfilling life journey. Leveraging her expertise in withdrawal planning, multi-year tax savings strategies, and charitable and estate planning, she guides clients towards their optimal path forward. Michelle co-founded Paragon Wealth Strategies and joined Mercer Advisors in 2023 after the acquisition. Graduating magna cum laude from the University of Louisville in Kentucky in 1995, Michelle has been dedicated to educating others in retirement planning. She taught courses through the University of North Florida's LearnJax program and served as an Adjunct Professor at Florida State College at Jacksonville. Michelle's insights have been shared on the radio show "Financial Feud" and featured in the "Jacksonville Business Journal." Outside of work, she treasures moments with her husband and children, finding joy in activities that connect her with nature, including flower gardening, motorcycle rides, and paddleboarding.
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
Mike helps clients to be confident in their decisions by fully explaining financial principles in understandable terms. He joined Mercer Advisors in 2023, when the firm he co-founded in 2009, Andesa Financial Management, Inc., joined Mercer Advisors. At Andesa, Mike was primarily responsible for client relationship management and business growth and development. He also oversaw the Financial Planning Operations of the firm. Prior to founding Andesa Financial Management, Mike was a Senior Vice President with Wachovia Bank in the trust and wealth management division. Mike received his bachelor's degree in religion from Bucknell University. He is a member of the Financial Planning Association and the Lehigh Valley Estate Planning Council and is extremely active at Grace Church Bethlehem, He is a bad golfer, a decent gardener, and fairly good at shooting sporting clays. He and his wife, Erica, live in Saucon Valley with their two children.
Job Titles:
- Client Service Specialist
Mychelle boasts over a decade of experience in the financial services industry. She graduated from the University of Houston with a bachelor's degree in Information Systems Technology. Before joining Mercer Advisors, Mychelle contributed her expertise at Wells Fargo in Community Development, specializing in processing sponsorship requests for 501(c)(3) organizations. Outside of work, Mychelle enjoys going on cruises with family and friends.
With over 15 years' experience in financial services, Nadia joined Mercer Advisors in January 2023. Before that, she worked as an advisor and a planner at several registered investment advisors and as a financial advisor at Merrill Lynch holding Series 66 securities license. She obtained her Bachelor of Science degree in business administration from the University of New Hampshire, her MBA from Bentley University, and her master's in taxation from Northeastern University. She resides in Connecticut, where she enjoys sailing, running, and biking.
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 with an area of 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 goals change throughout a client's life, he's available to work with them to reevaluate their plan and tailor it accordingly. Nathan graduated from Central Michigan University with a bachelor's degree in personal financial planning and immediately joined Vintage Financial Services, now part of Mercer Advisors. He's a CERTIFIED FINANCIAL PLANNER™ professional and serves on the board of the Michigan chapter of the Financial Planning Association®. Nathan enjoys playing golf and ultimate frisbee in summertime. When not outdoors, he's probably watching sports, especially the Central Michigan Chippewas and all of the Detroit sports teams.
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.
Nick brings 30 years of experience in public accounting, corporate finance, and wealth advisory services to his role at Mercer Advisors. He graduated from Rochester Institute of Technology and holds a JSM degree from the Thomas Jefferson School of Law. Outside of work, Nick is treasurer of the New York Forest Owners Association (NYFOA) and enjoys working on his farm, exploring nature, and competing in triathlons and running events.
Nick began his career in the financial services industry after graduating from Missouri State University with a bachelor's degree in finance. He has obtained the CERTIFIED FINANCIAL PLANNER™ certification and holds the FINRA Series 66 license. Before becoming part of Mercer Advisors in 2022, Nick honed his expertise by collaborating with various firms in southwestern Missouri, dedicating himself to assisting families and small businesses with their financial aspirations. Driven by personal growth and transformation, Nick has become a steadfast pillar of support and service for his clients. He illuminates their path, enabling them to navigate life's complexities with clarity, purpose, and unwavering focus on what truly matters. Beyond his professional endeavors, Nick finds solace in exploring the world with friends, honing his golf skills, and cherishing moments on the lake with his beloved family.
Nicole strongly enjoys helping clients feel empowered on their path to financial freedom. She's a passionate advocate for financial literacy and believes that everyone should have access to the information and resources they need for making sound financial decisions. She joined Mercer Advisors in 2018 as part of our Dallas team. Nicole has a bachelor's degree in economics and finance from the University of Texas at Dallas. She's also a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Divorce Financial Analyst® professional. When not actively putting together financial puzzle pieces, Nicole enjoys traveling, reading, and the outdoors.
Niki began her career in operations in Ann Arbor, Michigan at RelaxStation in 2011 before moving to Vintage Financial Services and now Mercer Advisors. She calls Mercer Advisors her professional home where she hopes to retire. Niki plays a crucial role in supporting clients and staff by skillfully managing our suite of data software tools and overseeing office operations. She made a recent move to Ypsilanti and loves the area. Outside of work, Niki loves nature, enjoys helping others, playing board games with her kids, and reading on the couch with a cup of hot tea.
Parshad is known to approach his work with clients with the same personal touch and attention to detail that he takes with his own investments and finds a lot of value in seeing clients succeed in reaching their own goals due to proper planning. Parshad holds the CERTIFIED FINANCIAL PLANNER (CFP®) certification and the Certified Investment Management Analyst™ (CIMA®) certification. Parshad's entire career has been in wealth management, including 6 years with a large broker/dealer and 10 years running his own independent practice. In 2023 Parshad chose to merge his RIA with Mercer Advisors to further his journey in finding clients the best possible offering the industry has to offer. Outside of the office Parshad enjoys spending time with his family. He is an avid CO sports fan and enjoys running, golfing, and travelling.
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.
Paul has spent his career helping families navigate the financial and investment landscape and plan for all the important milestones in their lives. His approach to working with clients can be embodied by the ideals of Stewardship, Partnership, and Service, which he views as core tenants for both his professional and personal life.
As one of the founding partners of his prior firm, Andesa Financial Management, Paul is a committed professional, having earned the CFA®, certification, which is one of premiere professional credentials within the global investment community. Additionally, Paul is a CFP® professional and dedicated to the integration of financial planning and portfolio construction.
Paul is a native of the Lehigh Valley in Pennsylvania. He attended the Pennsylvania State University, where he received a bachelor's in economics and political science. Paul lives in Macungie with his wife, Melissa, and their two daughters. He is a member of the St. Thomas More Catholic Church and is involved with several non-profit organizations as a director, including the Boys & Girls Club of Allentown, the Boys & Girls Club of Allentown Foundation, and Priority One Foundation. Consistent with his core tenants, Paul and Melissa believe that being engaged and constructive members of their community is both a privilege and responsibility.
Outside the office, Paul enjoys spending time with his family, reading, and watching almost anything related to Philadelphia sports and Penn State athletics. One of his true joys is watching his daughters dance and grow musically and theatrically. His family has Penn State football season tickets and Paul loves sharing the experience with his friends and family.
Paul began his career in the financial services industry in 2003. Prior to joining Mercer Advisors, he was president at Empowerment Financial Group and a senior vice president at Alpha Cubed Investments. He was a high school football coach for 19 seasons and his foundation is built on teamwork and working together to achieve our client's goals. Paul graduated from Arizona State University with a Bachelor's degree in Business Administration, Finance major with an emphasis on portfolio management.
Job Titles:
- Client Service Specialist
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).
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.
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. Her career in the financial services industry began in 2010, and she finds the most rewarding part of her job to be building relationships with clients and helping them navigate important financial decisions through comprehensive planning. Prior to joining the Mercer Advisors team in 2020, she worked at Northwestern Mutual and Houston Asset Management, where she moved up while earning her CERTIFIED FINANCIAL PLANNER™ designation. She's also a Certified Divorce Financial Analyst® professional. Rebekah graduated with honors from the University of Texas at Austin, earning a bachelor's degree in sociology. She went on to get a master's degree in management information systems from the University of Houston-Clear Lake. Rebekah 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 supporting clients through their life transitions. 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. Renée graduated from the University of Oklahoma with special distinction, earning a bachelor of fine arts degree in ballet performance with a minor in mathematics. She has the CERTIFIED FINANCIAL PLANNER™ certification and holds the FINRA Series 65 license. Renée is also active in InvestHERS and financial education programs that support young adults. She lives in Lafayette, Colorado, with her husband and enjoys hiking, spending time in the mountains, traveling, and baking.
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.
Roain started his career in the financial services industry in 2016 as an associate advisor at a comprehensive and tax planning wealth management firm in New York City. He is also a CERTIFIED FINANCIAL PLANNER™ professional. Roain graduated from Alfred State - SUNY College of Technology with a bachelor's degree in Human Services Management, where related areas of study include: psychology, behavior, counseling and business management. He went on to earn a Master of Science degree in Personal Financial Planning from Texas Tech University. Roain is passionate about serving others and helping them achieve their goals, so they can worry less and live a more fulfilling life.
Robert has spent over 25 years providing clients with comprehensive financial planning and investment advisory service. Rob joined Mercer Advisors from Benemark where he was the Co-Founder. Robert is committed to tailoring plans to reflect individual timeframes, personal objectives, and preferences. He emphasizes a customized wealth management approach with a focus on providing actionable asset allocation advice. Robert received a bachelor's degree in Economics from Marquette University. He also completed the Investments and Wealth Institute's Certified Private Wealth Advisor (CPWA®) program at the Yale School of Management. A resident of Fairfield, CT, Robert has a strong community commitment and is a supporter of various local and international charities. He most enjoys spending time with his wife Christina and their young son, traveling to new places and creating new life experiences.
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.
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
Salem began his financial services career in 2017 and joined Mercer Advisors in April 2023. He enjoys providing extraordinary service and helping clients achieve their financial goals. He's also dedicated to assisting advisors in building long-term client relationships. Salem moved to the United States when he was 18 years old, and graduated from the University of Washington Bothell in 2019 with a double major in finance and law, economics & public policy (LEPP). In his free time, Salem enjoys reading, golfing, hiking, watching sports, and traveling.
Job Titles:
- Client Service Specialist
Sally enjoys her role 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 gets his professional fulfillment from advising his clients on how to connect their financial situation to their everyday life, allowing the individuals and families he serves to optimize their wealth in a way that is meaningful to them. Scott is dedicated to serving those who are at or nearing retirement. This means his clients understand the nest egg number they need to retire on without running out of money. An entrepreneur at his core - having owned an advisory firm before joining Mercer Advisors - Scott specializes in working with small business owners and executives who would rather keep more of what they earn and give less to Uncle Sam. Scott earned his bachelor's in finance from Miami University (OH). He has been quoted in such publications as Market Watch, The Washington Post, Investment News, and Money Magazine. Scott and his wife enjoy spending their spare time with their 3 girls. Whether it be traveling or sports, they keep an active lifestyle. Basketball, tennis, and pickleball are among his favorite 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.
Sean believes a customized financial plan is integral to long-term financial success, and he enjoys helping clients achieve their goals in a tax-efficient manner. He began his career in financial services at Salomon Smith Barney in 1999. Prior to joining Mercer Advisors, Sean gained valuable fiduciary experience at The Northern Trust as a personal Portfolio Manager for individual, family, and trust clients. He has a bachelor of science degree in finance from the University of New Orleans and is a Chartered Financial Analyst® charterholder and a CERTIFIED FINANCIAL PLANNER™ professional. Sean is a member of the CFA Society of Austin as well as the Financial Planning Association, and he holds the FINRA Series 65 license. He lives in Austin, is an avid road cyclist, and enjoys traveling.
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
Stacie began her career in the financial services industry in 2008. Prior to joining Mercer Advisors, she gained knowledge and experience working for an independent advisor and for Marrs Wealth Management. Able to create conversation with anyone, Stacie is committed to establishing and maintaining strong client relationships while providing excellent service. During her free time, she enjoys going to her kids' sporting activities, playing piano, and being outdoors.
Stella enjoys working directly with clients and helping them prepare for their financial future. She has a bachelor of business administration degree in finance and a master of science degree 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. In her role at Mercer Advisors, 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.
Stephanie joined Mercer Advisors in 2020 and has been in the financial services industry for almost a decade, helping a wide range of clients achieve Economic Freedom™. As a CERTIFIED FINANCIAL PLANNER™ professional, Stephanie enjoys partnering with clients to help them better understand money and achieve their financial goals. Although she considers herself an organized and methodical number cruncher, Stephanie is most passionate about client relationships and helping them connect the numbers to everyday life. Stephanie earned a bachelor's degree in finance from St. Edward's University in Austin, Texas. In her free time, she enjoys traveling with her husband and son, being physically active, and cooking.
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:
- National 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, she was a Senior Vice President and Trust Officer at Kanaly Trust Company in Houston. She's also worked with firms in Ohio, Florida, and Boston. Susan specializes in multigenerational wealth management issues, using a variety of planning tools. She holds a bachelor's degree from State University of New York and a Trust Administration certificate from Bentley University in Boston, and she 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 Committee, and is past chair of the Multi-Disciplinary Teaming Committee. She's a past president and current member of the Houston Estate and Financial Forum as well as a member of the Houston Business and Estate Planning Council and the Financial Planning Association. Susan has also served as president of two homeowners' associations. In her free time, she loves doing various outdoor activities with her family.
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
Suzanne started her career in the financial services industry in 2012, after working in the marketing field for ten years. She works passionately to establish and maintain strong client relationships and provide exceptional service. With an eye for detail and an analytical mindset, Suzanne strives to support her team and make the office as efficient as possible. Suzanne earned a Bachelor of Science in Business Administration from Xavier University in Marketing. Outside of the office, Suzanne enjoys spending quality time with her family and friends, as well as volunteering with Girls Scouts of Western Ohio and her local school district PTO.
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.
Job Titles:
- Client Service Specialist
Theresa, a graduate of the US Military Academy and an Army Veteran, approaches every position with a "can-do" attitude. She has 12 years of industry experience in client services and retirement benefits and is dedicated to helping clients with what is best for them. Theresa joined Mercer Advisors via the Paragon Wealth Strategies acquisition in December 2023. Prior to the acquisition, she worked with Paragon for a year and a half in client services as well as portfolio management. Theresa is currently pursuing the CFP® certification to continue to assist clients in accomplishing life needs. In her spare time, Theresa enjoys adventuring in the wild by hiking, biking, and kayaking. She is also a student and teacher of Kundalini Yoga.
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.
For over 20 years, Timothy has been helping families, businesses, and institutions create better financial plans and investment outcomes. Prior to becoming Regional Vice President at Mercer Advisors, he held leadership roles at Wainwright Investment Counsel, TD Ameritrade, and Charles Schwab & Co. Timothy has a bachelor of liberal arts degree in social science and a master of liberal arts degree in finance from the Harvard University Extension School. He also holds the FINRA Series 65 license. Timothy lives in Lexington, Massachusetts, with his wife and two boys. He enjoys skiing, hiking, and reading about behavioral economics. He's a volunteer board member for the Lexington Education Foundation and Lexington High School Soccer Boosters, and a pro bono consultant for the Harvard Business School Association of Boston Community Action Partners.
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®).
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 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 how to utilize stock options to help build wealth. Tom is a CFP® professional and has been recognized as one of the AdvisorHub 50 Next Gen Advisors to Watch in 2023. Outside of work, he can be found spending time with his wife in Lafayette and exploring all that the Colorado mountains offer on his snowboard.
Will, a seasoned fiduciary, leverages over a decade of experience to craft tax-efficient financial plans for High-Net-Worth Families. He completed his CERTIFIED FINANCIAL PLANNER™ coursework at Rice University and holds the prestigious title of an Enrolled Agent (EA) from the IRS, focusing on tax rules, laws, and regulations. Grounded in the principles of both financial and tax planning, Will designs retirement strategies to help minimize tax exposure. Recognized as a Five Star Wealth Manager and featured in Texas Monthly, the Wall Street Journal, and Fortune magazine's top 40 Under 40 Wealth Managers, he prioritizes building strong client relationships based on honesty, integrity, and reliability for tailored customized financial plans based on client needs. *Disclosure Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com. Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.
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.