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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Victoria Toledo

Service Operations Associate

Denver, Denver – Greenwood Village

Vivian Covert

Client Service Specialist

Denver, Denver – Greenwood Village

Zach Butler

Zach Butler

Client Service Specialist

Denver – Greenwood Village, Denver

Eric Sirjord - Regional Vice President

Eric Sirjord

Regional Vice President

Boulder, Denver

Mckenna Wieser - Regional Vice President

Mckenna Wieser, CFP®

Regional Vice President

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

Douglas Gilbert

Douglas Gilbert

Sr. Vice President

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

Jacques Jagr

Sr. Client Development Associate

Charles Wetmore

Charles Wetmore

Sr. Financial Planner

Denver – Greenwood Village

Bruce Bendell Image

Bruce R. Bendell, CPA, PFS

Wealth Strategy Director, Tax

Denver – Greenwood Village

Laura Combs - Executive Managing Director

Laura Combs, CFP®, MBA

Executive Managing Partner, Head of Women and Wealth

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

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Mercer Advisors Team

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Estate Planning

Maryland Estate and Inheritance Tax

July 24, 2026

Women & Wealth

What To Do Before and After a Major Wealth Event

July 22, 2026

Estate Planning

Estate Planning for Blended Families: Key Considerations

July 21, 2026

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