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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Location: Boulder Location: Denver – Greenwood Village

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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

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

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

Nicole Duman Image

Nicole M. Duman

Client Service Specialist

Denver – Greenwood Village, Denver

Riley Wank

Riley Wank

Client Service Specialist

Boulder, Denver

Scott Hancock

Sr. Client Service Specialist

Albuquerque, Boulder, Denver

Shannon Clough

Client Service Specialist

Denver – Greenwood Village, Denver

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Mercer Advisors Team

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