team daniels
Call us today at (800) 926-1681
 Managing Director  Email: SteveSteve brings more than 10 years of experience working with Mercer Advisors clients to build profitable and efficient dental practices, allowing his clients the ability to meet both their current and future financial goals. Steve is currently working on his Chartered Financial Consultant® designation. Prior to joining Mercer Advisors, Steve worked as a financial advisor for the Wall Street firm Paine Webber. |  Financial Advisor Email: DustinDustin has more than eight years of experience in the areas of tax planning, investment management, retirement plan design, and estate planning. He graduated from the University of California at Santa Barbara with a degree in Business Economics and is a graduate of the College for Financial Planning. He is currently working toward obtaining his Chartered Financial Consultant® designation. |
 Financial Administrator Email: ChadChad joined Mercer Advisors in 2010. He provides administrative and operational support in the implementation and success of client financial game plans. Prior to joining Mercer Advisors, Chad graduated from Westmont College where he earned a bachelor's degree in Business & Economics. He is currently working toward obtaining his FINRA Series 65 license. |
