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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Ben Rowse, CFP®, CAIA®

Principal

Boulder, Denver, Frisco, Denver – Greenwood Village

Bennet Thonakkara, CFA®, CPA

Partner

Nashua, Woodbridge, Old Lyme, West Hartford, Westport, Peabody

Brett Landstrom

Brett Landstrom, MBA, CFP®, ChFC®, CLU®, RICP®

Partner, Sr. Wealth Advisor

Denver, Omaha, Denver – Greenwood Village

James Telfer, CFP®, CSRIC®

Principal

Denver, Frisco, Denver – Greenwood Village

Jill Fopiano

Jill Fopiano, CFA, CFP®

Partner, Sr. Wealth Advisor

Boston – West, Hingham

Elisabeth Zimmerman

Lis Zimmerman, CFP®, CRPC®

Partner, Market Leader

Boston – West

W. Thomas McNary

W. Thomas McNary, CFP®, CSRIC

Principal

Adelaide Magee

Addy Magee, CFP®

Wealth Advisor

Boston – West

Aubrey Keohane

Audrey Baker, CFP®, NSSA®

Wealth Advisor

Boston – West, Hingham

Brittany Rice

Brittany Rice, CFP®, CDFA®

Sr. Wealth Advisor

Boulder, Denver, Denver – Greenwood Village

Christopher S. Murphy

Christopher S. Murphy, CFP®

Wealth Advisor

Boulder, Colorado Springs

Chuck Breuch, CFP®

Sr. Wealth Advisor

Drew Harper

Drew Harper, CFA^®, CFP^®, CAIA®

Sr. Wealth Advisor

Denver, Denver – Greenwood Village

Duncan MacDougall, CFP®

Wealth Advisor

Eric Anderson, CFP^®

Sr. Wealth Advisor

Nashua, Woodbridge, Old Lyme, Westport, West Hartford, Peabody

Gabrielle Mollick

Gabrielle Mollick, CFP®, CSRIC™

Wealth Advisor

Denver, Denver – Greenwood Village

Gracie Horton

Gracie Horton, CFP®

Wealth Advisor

Denver, Denver – Greenwood Village

Ian Freemire, CFP®, CDFA®

Sr. Wealth Advisor

Denver, Frisco, Denver – Greenwood Village

Jason Halko

Jason Halko, CFP®

Wealth Advisor

Denver, Denver – Greenwood Village

John Freemire

John Freemire, CFP ®

Wealth Advisor

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Mercer Advisors Team

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