Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: Bellevue Location: Franklin

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Alexa Willis

Alexa Willis, CFP®

Wealth Advisor

Carrie Beede

Carrie Beede, CFP®, EA

Wealth Advisor

David Hardenbergh, CFP®

Wealth Advisor

David Simpson, CFP®, CFA®

Wealth Advisor

Frank-Piccolo

Frank Piccolo, CFP®, EA

Wealth Advisor

Bellevue, Spokane

J Haverstock

Jesse Haverstock, CFP®

Wealth Advisor

Bellevue, Franklin

Matt Siegel, CFP®, RICP®

Sr. Wealth Advisor

R. Andrew Nurse, MBA, CFP®, CPFA®

Wealth Advisor, Retirement Plans

Tarek McAlee, CFP®

Sr. Wealth Advisor

Tom Keeney

Thomas Keeney, MBA

Wealth Advisor

W. Cam Goodwin, CFP®

Sr. Wealth Advisor

Duncan Wilk

Duncan Wilk, CFP®

Regional Vice President

Bellevue, Sun Valley, Portland, Portland – South, Spokane, Bend – Downtown, Bend

Art Haws, CPWA®, CFP®

Partner

Frances Smith, CFP®, CSRIC®

Principal

Paul Meyer - Sr Wealth Advisor

Paul Meyer

Sr. Partner, Regis Group

David (Chip) Workman, CFP®

Managing Partner

Cincinnati, Westerville, Louisville, Lexington, Memphis, Gallatin, Franklin, Indianapolis, Pittsburgh

Merrick Estes

G. Merrick Estes, Jr.

Managing Partner

Atlanta, Asheville, Charlotte, Raleigh, Durham, Franklin, Gallatin

Karrie Spencer

Karrie Spencer, CFP^®

Managing Partner

Bellevue, Portland, Portland – South

Beck Santanella

Client Service Specialist

Brandon Kelley

Sr. Client Service Specialist

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Mercer Advisors Team

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