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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James Justus

Sr. Financial Planner

Dallas – Park Cities

Jarrod Brock

Financial Planner

Jefferson Stiles

Financial Planner

Jennifer Baick

Jennifer Baick, MBA, CFP®, CDFA

VP, Financial Planning Group

Jim-Bagnato

Jim Bagnato, CFP®, RICP®

Wealth Advisor

Boulder, Denver

Joanna Geier - Sr. Financial Planner

Joanna Geier, FPQP^TM, CFP

Sr. Wealth Strategist, Ascend

Jonathan Howard

Jonathan Howard

Portfolio Consultant

Joseph Luciano

Financial Planner

Josh Frazier

Financial Planner

Josh Johnson

Financial Planner

Joshua Price

Financial Planner

Josiah Taylor, CFP®

Financial Planner

Kara Dorothy

Kara Dorothy

Sr. Financial Planner

West Des Moines

Kayla Samuel

Sr. Financial Planner

Dallas – Park Cities

Keith Wayne

Keith Wayne, CFP®, CSLP®, EA, CRPC®, APMA®

Manager, Sr. Financial Planner

Kimberly Crawford

Sr. Operations Manager, Financial Planning

Kyle Watson, MAcc

Financial Planner

Kyler Carson

Financial Planner

Libby Dahlberg

Financial Planner

Linda Wieczorek

Linda Wieczorek, MBA, AIF

Sr. Financial Planner

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Mercer Advisors Team

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