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.

Search results for:

Location: Chicago Location: Ames Location: Boulder Location: Branson Location: Chesterfield Location: Denver Location: Frisco Location: Granbury Location: Green Bay Location: Madison Location: Omaha Location: Onalaska Location: Plano Location: Rockwall Location: Schaumburg Location: Springfield Location: Denver – Greenwood Village

Clear All Filters

Brian Samson - Managing Director

Brian Samson

Managing Partner

Denver – Greenwood Village, Jackson

Dane Sauer

Dane Sauer, CFP®

Managing Partner

Chicago, Green Bay, Madison, Onalaska, Schaumburg, Milwaukee – Brookfield

David Reynolds

David P. Reynolds, CFP®, ChFC®, AAMS®

Managing Partner

Dallas – Park Cities, Fort Worth – Colleyville, Rockwall, Bartlesville, Ponca City, Chesterfield

Matthew R. Bohrer

Matthew R. Bohrer

Managing Partner

Ann Arbor, Livonia, Onalaska, Portage, Traverse City, Grand Rapids

Andra Reason, CPA, CFP®

Partner

Ames, West Des Moines

Anna Apodaca, CFP®, CDFA®

Partner

Rockwall, Dallas – Park Cities, Fort Worth – Colleyville, Plano, New Orleans – Metairie

Ben Rowse, CFP®, CAIA®

Principal

Boulder, Denver, Frisco, Denver – Greenwood Village

Brent Singleton, CFP®, AIF

Partner

Springfield, Leawood

Brett Landstrom

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

Partner, Sr. Wealth Advisor

Denver, Omaha, Denver – Greenwood Village

Elizabeth Deitch

Partner, Regis Group

Denver – Greenwood Village

James Telfer, CFP®, CSRIC®

Principal

Denver, Frisco, Denver – Greenwood Village

John Mowery

John Mowery, CFP®, MBA

Principal

Ames, Minneapolis

Katelyn Depew

Partner Sr. Wealth Advisor

Kyle Svetlik, CFP®

Partner

Madison, Onalaska, Green Bay, Milwaukee – Brookfield

W. Thomas McNary

W. Thomas McNary, CFP®, CSRIC

Principal

Adam Oliver Image

Adam Oliver, CFP®

Wealth Advisor

Denver – Greenwood Village

Alec Quaid, CFP®, CEPA®

Wealth Advisor

Denver – Greenwood Village, Jackson

Austin-Lewis

Austin Lewis, JD, MBA, CFP®

Wealth Advisor

Denver – Greenwood Village

Blake Parker, CFP®

Wealth Advisor

Springfield, Leawood, Chesterfield

Brittany Rice

Brittany Rice, CFP®, CDFA®

Sr. Wealth Advisor

Boulder, Denver, Denver – Greenwood Village

Ready to get started?

Mercer Advisors Team

Explore More

CIO Insights Gold, Silver, Crypto Header Image

Investment Management

The Fall of Gold, Silver, and Bitcoin in 2026: Insights from our CIO

July 14, 2026

Tax Planning

Taxes and Wealth Management: Better Together With a Unified Team

July 13, 2026

Insurance Solutions

Funding LTC Insurance From Your Retirement Plan

July 8, 2026

Continue Browsing