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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Julia Messineo

Julia Messineo, CFP®, CDFA®

Wealth Advisor

Logan Donovan, CFP®

Wealth Advisor

Maeve Schmid

Maeve Lehman, CFP^®

Sr. Wealth Advisor

Boulder, Denver, Peabody, Nashua, Boston – West

Michael G. Simmons Image

Michael G. Simmons, CFP®

Sr. Wealth Advisor

Denver – Greenwood Village

Michelle Sandt-Wade Image

Michelle Sandt-Wade, CFP®

Sr. Wealth Advisor

Denver – Greenwood Village

Renée Pichette, CFP®, CES™

Sr. Wealth Advisor

Boulder, Denver – Greenwood Village

Ryan Poterack

Sr. Wealth Advisor

Denver, Jackson

Sarah Pham

Sarah Pham, CFP®, SE-AWMA®, CWS®, ChFC®, AAMS®, MBA

Wealth Advisor

Stephen Jacobson, CFP®

Associate Wealth Advisor

Fort Collins, Denver, Boulder

William Sands, CFP®

Wealth Advisor

Amber Adams

Manager, Client Service

Boulder, Denver, Denver – Greenwood Village, Frisco, Colorado Springs, Fort Collins

Anna Hopkins

Relationship Manager

Jackson, Denver – Greenwood Village

Anna Roper

Client Service Specialist

Denver, Denver – Greenwood Village

Barbara Barreca

Client Service Specialist

Boulder, Denver

Gracie Tiedeman Image

Gracie Tiedeman

Client Service Specialist

Denver – Greenwood Village, Denver

Isabel-Brewster

Isabel Brewster

Client Service Specialist

Boulder, Denver

Julie Logan, Client Service Specialist

Julie Logan

Client Service Specialist

Fort Collins, Denver

Max Brown

Max Brown

Client Service Specialist

Boulder, Denver

Nadege Maximin-Fiester

Manager, Client Service

Boulder, Denver, Denver – Greenwood Village, Frisco, Fort Collins

Nicholas Seaquist

Client Service Specialist

Denver, Denver – Greenwood Village

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Mercer Advisors Team

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