Mercer Advisors

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Established in 1985, Mercer Advisors is a total wealth management firm dedicated to providing clients with financial clarity, investment insight, and long-term collaborative partnerships.

Industries

Finance

Headquarters

Denver, United States

Employees

201-500

Links

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Dave Welling

Chief Executive Officer

Dave Welling

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Daniel Gourvitch

President

Loren Pierson

Chief Operating Officer

Donald Calcagni

Chief Investment Officer

Christine Cataldo

CTO & Digital Officer

Michael Henry

Vice President, Finance – Mergers & Acquisitions

Martine Lellis

Chief Talent and Administrative Officer

Kimberly Lorenz

Chief Compliance Officer

Gary Foodim

Chief Marketing Officer

Mathew Encino

VP, General Counsel

Jeremiah H. Barlow

EVP, Head of Family Wealth Services

Bryan Powers

Executive Vice President

Randy Magdaluyo

VP, M&A Program Management

VP, Inside Sales

VP, People & Culture

Regional VP

Regional Vice President

Lisa Goodman

Regional Vice President

Adam Deskins

Regional Vice President

Paul Barlow

Regional Vice President

Jake Wedemeyer

Regional Vice President & Wealth Advisor

Sam Hume

Regional Vice President & Wealth Advisor

Anna Apodaca

Regional Vice President, Wealth Advisor & Director

Kara Duckworth

Client Advisor and Managing Director of Client Experience

Matt Cook

Managing Director

Laura Combs

Executive Managing Director

Ben Kautz

Executive Managing Director

Josh DeForest

Executive Managing Director

Kevin Jack

Managing Director

Nicholas Semko

Managing Director, M&A

Bill Berg

Senior Wealth Advisor

Will Mannon

Head of Sales

Jenna Elliott

Director of Estate Planning, Managing Attorney

Cathy Miller

Senior Wealth Advisor, Senior Director

Rick Henderson

Senior Wealth Advisor

Christopher Blackmon

Senior Wealth Advisor

David Krakauer

Director, Portfolio Management

Andy Farah

Director

Senior Tax Managers

Lori Fellows

Senior Retirement Plan Administrator Manager

Adam Frinsco

Financial Planner

Mark Eshman

Director of Foundations and Endowments Group, Senior Wealth Advisor

Kimberly Foss

Senior Wealth Advisor

Ian Hamre

Senior Wealth Advisor

Kristy Jordan

Senior Wealth Advisor

Bill Starnes

Senior Wealth Advisor

Scott Williams