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 Managing Director  Email: LorenLoren has a passion for creating the right strategies for his clients to achieve Economic Freedom® and accomplish their life goals along the way. He has been providing comprehensive financial planning to clients for more than 10 years. Prior to joining Mercer Advisors, Loren worked for a major investment bank handling financial planning and investments for wealthy individuals and institutions. He is an active member of the Financial Planning Association and devotes considerable time to continuing education. |  Managing Director Email: KevinKevin began his career in the financial services industry working with two of the nation's largest financial services firms. As a Financial Advisor at Mercer Advisors, Kevin enjoys bringing together diverse elements such as investments, pension plans, insurance, tax management and estate planning in a comprehensive plan to help his clients achieve their vision. Kevin graduated from the University of Arizona with a bachelor's degree in Economics and a minor in Business Administration. |
 Financial Advisor Email: BryanBryan joined Mercer Advisors in 2004 and helped to open the Scottsdale office. He is well-versed in all aspects of financial planning including vision planning, investment management, retirement plan design, and practice transition planning. Bryan is a graduate of Northwestern University and has worked closely with dentists, physicians, and other professionals throughout his career. |  Financial Administrator Email: NancyNancy brings nearly 20 years of experience in the financial services industry having spent over 16 years at Charles Schwab & Co., prior to joining Mercer Advisors in 2009. Nancy has experience in project management, communications and reporting, as well as customer service and administration. As a Financial Administrator, Nancy works closely with clients by preparing analysis and financial information to support the client's overall game plan. |
 Financial Administrator Email: KristenKristen has almost four years of experience in the financial services industry. Prior to joining Mercer Advisors in 2006, Kristen attended Arizona State University where she earned a bachelor's degree in Biology. She also holds the Series 65 license. As a Financial Administrator Kristen provides administrative support in the development and implementation of each client's Economic Freedom® Plan. |
