We get you to think about money like you’ve never thought about it before
Has rolling up your sleeves, working hard, and building success always been part of your DNA? Then we believe Mercer Advisors is the wealth management firm for you.
Because we’re here to help you keep building on that success. But at the same time, we fundamentally believe there’s a point in life where the wealth-builder in you deserves to become the wealth-enjoyer of all you’ve attained.
Because to us, helping you protect and grow your wealth is about much more than just your investment portfolio
Of course, a well-managed investment portfolio is the cornerstone to building wealth. And we strive to do that exceptionally well.
But if returns are your sole focus, those returns can quickly be offset by what happens in the other parts of your financial life. Like not preparing for major taxable events, having an incomplete estate plan, a retirement plan that’s on autopilot, or a less than ideal business succession strategy.
So, unlike most firms, we have expertise across financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. With specialists across each of these areas communicating with each other about you, and with you.
Put simply, we help oversee and connect all the dots of your financial life.
They’re here to help you connect all your financial dots
Jennifer Adams
Sr. Wealth Advisor
Jennifer Adams
Sr. Wealth Advisor
CFP®, CDFA ®, CSRIC ®
Jennifer began her career in the financial services industry over 20 years ago after graduating from Western Carolina University with a BSBA in Financial Planning. Prior to joining Mercer Advisors in 2022, Jennifer was Vice President of Starks Financial Group in Asheville, NC. Jennifer enjoys working with clients by helping them build, preserve, and transfer their wealth efficiently and according to their values. Jennifer has earned several certifications including the CERTIFIED FINANCIAL PLANNER™ in 2002, Chartered Divorce Financial Analyst in 2014, and Chartered SRI Counselor℠ in 2021. Jennifer serves on the Board of Helpmate, a domestic violence agency and leads their Business Committee, partnering with local businesses to support the agency’s mission. When she has free time, Jennifer enjoys reading, traveling, attending concerts, and spending time with her daughter, Emery, and husband, Nathan.
Dawn G. Starks
Sr. Wealth Advisor
Dawn G. Starks
Sr. Wealth Advisor
CFP®, RICP ®
Dawn established Starks Financial Group in 1999 which merged with Mercer Advisors in 2022. Dawn has been an adjunct faculty member for both Mars Hill University and WCU where she was instrumental in developing the Certificate in Financial Planning program. She has also taught the required annual CFP® ethics course numerous times. Dawn lives in Swannanoa with her daughter, Rowan, and their pets – a cat, Nala, and two Golden Retrievers, Piper and Parker. She has a long commitment to giving back to the community. In her free time, she loves spending time outdoors, traveling internationally, writing, reading, and homeschooling Rowan.
Dave Werle
Wealth Advisor
Dave Werle
Wealth Advisor
CFP®, CSRIC®
Dave has been working since 2006 to help people understand their finances and create paths to meet their money and life goals. He has a passion for financial literacy as a means to help reduce the uncertainty and stress families often experience around their finances. He especially enjoys helping investors align their investments with their personal values through sustainable, responsible, and impact investing strategies. In addition to his certification as a CERTIFIED FINANCIAL PLANNER™ practitioner, Dave was one of the first advisors in North Carolina to earn the credential of Chartered SRI Counselor™ for expertise in sustainable and responsible investing. He was a founding member of the Raymond James Sustainable Investing Advisory Council and led the Investment Committee at his previous firm, Starks Financial Group.
Kathryn Beach
Associate Wealth Advisor
Kathryn Beach
Associate Wealth Advisor
Kathryn began working with families and their finances in 2012. In her early career, Kathryn worked for non-profits to educate first time homebuyers, counsel on student loans and offer financial coaching. Kathryn is intentional about learning her clients’ full financial picture to create detailed financial plans and finding creative solutions is one of the favorite parts of her job. She holds a bachelor’s degree from the University of North Carolina. A North Carolina native, Kathryn has lived in Asheville since 2014. In the community, she serves on the board of Girls on the Run of WNC. She and her husband enjoy spending time both being active outdoors and getting cozy with their three cats. Kathryn also enjoys gardening, reading and cheering on the Tar Heel basketball team.
Kristen Revis
Associate Financial Planner
Kristen Revis
Associate Financial Planner
Kristen graduated cum laude in 2021 from Western Carolina University with a BS in Business Administration, with a focus in Financial Planning. She received a first-place finish among 75 other students in the International Association of Registered Financial Consultants, 2021 National Financial Planning Competition. Kristen works as a Client Service Specialist where she focuses on client review preparation and documentation. Originally from WNC, Kristen grew up in Leicester and still lives in the area close to her family. In her free time, she enjoys spending time with friends, attending concerts, gardening, and strength training.
Helen Shingler
Regional Service Manager
Helen Shingler
Regional Service Manager
Bonnie Travers
Client Service Specialist
Bonnie Travers
Client Service Specialist
Bonnie joined Starks Financial Group in June of 2021, bringing her 10+ years of administrative experience to the front office. Bonnie is skilled in organizing and record keeping, which helps her assist the team with processing client documents and scheduling and maintaining client appointments. As a Client Service Specialist, she enjoys working with the clients and lending a hand with any task, large or small. Bonnie also has experience with CRM databases, which has recently been a new part of her role with Mercer Advisors. Bonnie has lived in Asheville, North Carolina since 2012, after relocating from her hometown in Connecticut. She enjoys her yearly trip to the North Carolina coast, her two kittens, and the occasional night out to see a comedy show.
Scott Kays
Managing Director
Scott Kays
Managing Director
CFP®, CFA
Scott Kays, CFA, CFP® founded Kays Financial Advisory Corporation in 1985, which was acquired by Mercer Advisors in November 2020. In addition to managing the firm and developing comprehensive financial plans for clients, he also served as KFAC’s Chief Investment Officer. Scott is a CERTIFIED FINANCIAL PLANNER™ professional and has earned the Chartered Financial Analyst® designation. He has appeared numerous times on the Fox Business Network and CNBC, been featured in the Wall Street Journal, and authored two books, Achieving Your Financial Potential (Doubleday, 1999) and Five Key Lessons from Top Money Managers (John Wiley and Sons, 2005). Married since 1985 with six children, his numerous interests outside of work include roasting coffee, professional bodybuilding, and outdoor activities.
with one of our talented wealth advisors who’ll help you connect all your financial dots
We’ll touch base to discuss your individual needs so that we can connect you with a wealth advisor who’s right for you.
Please Note: The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services.
with one of our talented wealth advisors who will help you connect all your financial dots
All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
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