Mercer Advisors

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.

Let’s talk
Northeast
Select All Deselect All
Midwest
Select All Deselect All
Southeast
Select All Deselect All
Southwest
Select All Deselect All
West
Select All Deselect All

Search results for:

Location: Boulder
Clear All Filters

Chuck Breuch, CFP®

Sr. Wealth Advisor

Boulder

W. Thomas McNary

W. Thomas McNary, CFP®, CSRIC

Sr. Wealth Advisor, Director

Boulder

Eric Sirjord - Regional Vice President

Eric Sirjord

Regional Vice President

Boulder, Denver

Jacques Jagr

Regional Sales Associate

Boulder

Barbara Barreca headshot

Barbara Barreca

Client Service Specialist

Boulder

Isabel Brewster

Client Service Specialist

Boulder

Mattijs Ossorio

Client Service Manager, Wealth Path Group

Boulder

Load More

Ready to get started?

Let’s Talk

Explore More

advisor using stylus to point at computer screen showing stocks
Market Commentary

Considerations for a Long-Short Strategy to Manage Capital Gains

May 22, 2025

Retirement

11 Factors to Consider in an Early Retirement Package

May 22, 2025

Estate Planning

Navigating Real Estate Transfers to Trusts: What You Need to Know

May 21, 2025

Continue Browsing