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When can you enjoy everything you’ve worked for?

Welcome to a different kind of wealth management in Asheville

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.

We’re built differently

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.

Meet our talented wealth advisors in the Asheville area

They’re here to help you connect all your financial dots

Jennifer Adams

Sr. Wealth Advisor

Jennifer Adams

Jennifer Adams

Sr. Wealth Advisor

CFP®, CDFA ®, CSRIC ®

jadams@merceradvisors.com

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.

Dave Werle

Wealth Advisor

Dave Werle

Dave Werle

Wealth Advisor

CFP®, CSRIC®

dwerle@merceradvisors.com

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

Wealth Advisor

Kathryn Beach

Kathryn Beach

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

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.

Bonnie Travers

Client Service Specialist

Bonnie Travers

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.

Helen Shingler

Sr. Manager, Client Service

Helen Shingler

Helen Shingler

Sr. Manager, Client Service

We’ll team you up

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.



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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.