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: Scottsdale Location: Albuquerque Location: Tucson Location: Boise Location: Boise – Downtown Location: Sun Valley Location: Eagle Location: Spokane

Clear All Filters

David Kerber

David Kerber, CFP^®, CRPC^®, MPAS^®, ABFP℠

Managing Partner

Scottsdale, Albuquerque, Tucson, Boise, Boise – Downtown, Sun Valley, Eagle, Spokane

David Baratta - Regional Vice President

David Baratta, MBA

Sr. Partner, Regis Group

Jim Czirr, CFP®, CFA

Partner

Spokane, Boise, Boise – Downtown, Eagle, Sun Valley

Yvonne-Jimenez

Yvonne Jimenez, CFP®

Partner

Alicia-Carinalli

Alicia Carinalli, CFP®

Wealth Advisor

Boise – Downtown, Boise, Eagle, Sun Valley

Brian Norris, CFP®, CPFA®

Sr. Wealth Advisor

Coeur d’Alene, Spokane

Byron Snider

Byron Snider, CFA®

Sr. Wealth Advisor

Eagle, Boise – Downtown, Boise, Sun Valley

David Rich

David Rich, CFP®

Sr. Wealth Advisor

Albuquerque, Scottsdale, Tucson

Frank-Piccolo

Frank Piccolo, CFP®, EA

Wealth Advisor

Bellevue, Spokane

Grant Habersetzer, MSFP

Wealth Advisor

Hussein-Elgohary

Hussein Elgohary, CFP®, CEPA

Wealth Advisor

James Everitt

James Everitt

Sr. Wealth Advisor, Director

Jaron D. Carmichael - Director of Retirement Group, Wealth Advisor

Jaron D. Carmichael, CFP®, AIF®, CPA, PFS, CPFA®

Partner, Retirement Plan Group

Scottsdale, Salt Lake City

Katherine Fincher - Sr. Wealth Advisor

Katherine Fincher, MBA, CFP®

Sr. Wealth Advisor

Sun Valley, Boise – Downtown, Boise, Eagle

Kathi McMahon, CFP®

Wealth Advisor

Coeur d’Alene, Portland, Spokane

Kelly Palmer

Kelly Palmer, CFP^®, ChFC^®, CLU^®

Sr. Wealth Advisor

Santa Barbara, Sun Valley

Mark Eshman

Mark Eshman, CAP®

Partner, Endowments and Foundations

Sun Valley, Boise, Boise – Downtown, Eagle

Mark Howard, CFP®

Wealth Advisor

Boise – Downtown, Boise, Eagle

Michael Squier, CFP®, ChFC®, MBA

Sr. Wealth Advisor

Portland, Portland – South, Scottsdale

Renee McConnell, CRPC

Sr. Wealth Advisor

Boise – Downtown, Boise, Eagle, Sun Valley

Ready to get started?

Mercer Advisors Team

Explore More

Couple discussing retirement planning with advisor.

Insurance Solutions

Funding LTC Insurance From Your Retirement Plan

July 8, 2026

Retirement

HSA: A Retirement Account You’re Probably Underusing

July 8, 2026

Retirement

Smart Strategies to Retire Early: Beyond the FIRE Movement

July 6, 2026

Continue Browsing