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 Managing Director  Email: NathanNate is passionate about helping clients make smart financial decisions that are aligned with their goals. He graduated from Brigham Young University and obtained his master's degree from The College for Financial Planning where he graduated with honors. He has helped hundreds of clients during his 15 years in the financial services industry, more than 11 of those years being with Mercer Advisors. Nate and his wife, Sarah, have five children and enjoy a variety of outdoor activities. |  Financial Advisor Email: YolandaYolanda Carbajal has worked in the financial services industry since 1997. She has served as Chief Compliance Officer for an Investment Advisory firm, managed shareholder services for several offshore hedge funds, and ultimately found her passion in working with clients to help them create, execute and maintain their financial plan. |
 Financial Associate Email: CraigPrior to joining Mercer Advisors in 2011, Craig worked in the industry as a Trust & Estate Specialist and a Financial Advisor. He has a passion for helping clients reach their financial goals by providing insight and comprehensive support throughout all phases of the financial planning process. Craig is a graduate of Arizona State University, holds the FINRA Series 66 license, and is currently enrolled at the Boston Institute of Finance in preparation for the Certified Financial Planner™ exam in 2012. |  Financial Administrator Email: MegaraMegara joined Mercer Advisors in 2010 and has a background in the commercial equipment financing industry where she worked as a loan officer managing brokerdriven transactions. She also has experience in marketing, wholesale/retail sales and purchasing, as well as administration. As a Financial Administrator, Megara works closely with clients by preparing analyses and financial information to support the client's overall game plan. |
 Financial Administrator Email: KristyKristy joined Mercer Advisors in January 2007. She worked as an Account Service Representative before joining Nathan's team as a Financial Administrator. As a Financial Administrator, Kristy provides administrative support in the development and implementation of each client's Economic Freedom® Plan. Kristy is a graduate of Arizona State University and is a native of Arizona. In her spare time, she enjoys traveling, hiking and spending time with her family. |
