Meet Adam
Mercer Advisors in 2026. Adam previously served as a Financial Advisor at Infinitas. He is motivated by helping families build confidence in their financial future and work toward what matters most to them. His passion for financial planning grew from a belief that people deserve access to clear, objective guidance as they navigate important life and financial decisions. Adam earned a bachelor’s degree from the University of Oregon and is a CERTIFIED FINANCIAL PLANNER® professional.
Adam’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Adam has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Private markets, including fund due diligence, liquidity planning, and portfolio integration
- For business owners, advice on selling your business to help maximize value — and plan what comes next
- Complexities of inherited wealth, from taxes to legacy
- Helping new families shift financial priorities while building a strong foundation for the future
His working style
Adam takes the time to learn the important details of his clients’ lives and, most importantly, their goals. He breaks down complex topics into understandable information and takes the time not only to explain offerings but to provide the reasoning behind his recommendations. His approach helps clients feel confident and informed.
Adam in real life
What keeps you busy outside of work?
My loving wife, two kids Riley and Cash, and our dog Cooper.
Favorite thing about where you live?
I love Kansas City because it has all the amenities and culture of a much bigger city but maintains the Midwest friendliness and ease of lifestyle.
Any words you try to live by?
Be a 1% better xxxxx tomorrow. Whether it be father, advisor, friend, or guitarist, incremental improvement is always the key.
Adam’s snapshots
Meet Adam’s Teammates
Morgan Vannoy
Service Operations Associate
What Adam Says
Morgan consistently delivers exceptional client service through strong collaboration and a willingness to step in wherever needed to support the team.
Cassidy Willis
Relationship Manager
What Adam Says
Cassidy’s willingness to collaborate and brainstorm helps elevate the client experience. She is always looking for ways to better understand clients’ needs, uncover additional planning opportunities, and present recommendations in a way that resonates.
Susan Geiersbach
Wealth Advisor
What Adam Says
Susan is a valued collaborator who consistently shares ideas, insights, and client experiences that help improve our approach to planning. Her willingness to exchange perspectives often leads to solutions and strategies that can benefit clients across a wide range of situations.
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