Laura began her career in the investment management industry in 2008. As a Managing Director, member of both the Investment Committee and Senior Leadership Team, Laura's distinguished herself as an advisor and experienced leader with a passion for helping clients find their path to Economic Freedom™. She's been recognized by the Thrive Awards, named a Top Woman Advisor by Forbes and a top 40 Under 40 Advisor by InvestmentNews. Laura sits on the steering committee for Mercer Advisors' award-winning InvestHERs women's initiative, is a member of the Financial Planning Association, mentors through Mercer's Mentorship program and the Leeds Professional Mentorship Program at the University of Colorado. She has a degree in Communications from Wheaton College. Laura lives in Boulder with her husband and children.

Doug began his career in the financial services industry in 2001. His past experiences include working at Westwood Trust and the Private Client Group for First National Bank of Nebraska, providing comprehensive financial planning and investment advice for high-net-worth clients, foundations, and endowments. Doug has served on several industry and community boards during his career. He graduated from Wayne State College with a degree in Business and holds the FINRA Series 65 License. Doug lives in Omaha with his wife and daughter, and enjoys playing golf and exploring new restaurants.

Sam graduated from the University of Colorado at Boulder with a BA in Political Science and an MBA from Regis University. After graduate school, he opened a brick and mortar sports nutrition store, as fitness is a very big passion in his life. Sam spent majority of his early career at Fidelity Investments as a Financial Consultant, where he obtained his CERTIFIED FINANCIAL PLANNER^TM certification. Prior to joining Mercer Advisors, Sam was a Vice President, Private Wealth Manager at AllianceBernstein, where he managed assets for Ultra High Net worth families and businesses. In his free time, Sam is passionate about staying fit, food and family.

Kristen began her financial services career in 2013 working for the London-based service provider Murano Connect, where she learned about the asset management industry. Prior to joining Mercer Advisors, she worked for the New York-based hedge fund Naqvi-Van Ness Asset Management, where she ran business development and investor relations. Kristen graduated from the American University of Paris with a degree in International Finance. Kristen is from Connecticut and currently lives in Denver with her husband & son. She enjoys hiking, baking, and fitness. She holds the FINRA Series 65 License.

Dave began his financial career in 2004 as a planner, helping advisors map out strategies for their clients. In 2007, he founded the fee-only comprehensive financial planning firm Yellowstone Financial, which later became Confluence Financial Advisors. Dave has been the personal finance columnist for the Boulder Daily Camera and other Colorado newspapers since 2008 with over 250 columns published. He is an adjunct faculty member at the University of Colorado Boulder, teaching the upper division Retirement Planning course in the Leeds School of Business.

Dave was president of the Alliance of Comprehensive Planners, a national group of independent, tax-focused financial planners. He has served as a trustee of the Boulder Valley Rotary Club foundation and as president of the Club in 2018-2019. He holds an undergraduate degree in Political Economy from the University of California, Berkeley with High Honors and was admitted to Phi Beta Kappa. Dave is married and lives in Boulder with his family including three sons, whom he vainly tries to keep up with on the local running trails. He is a CERTIFIED FINANCIAL PLANNER^TM professional, is admitted to practice before the Internal Revenue Service, and holds a FINRA Series 65 License.

Jim began his wealth management career in 1997 as founder and managing partner at Hegwood & Todd, a small investment and financial planning firm. His areas of expertise include high-net-worth financial planning, trust administration, estate planning, and life insurance strategies. Prior to joining Mercer Advisors, Jim worked as a wealth manager at USAA Financial Services and most recently as a wealth strategist at Kanaly Trust Company. He graduated from the University of Kentucky with a Bachelor of Science degree in Electrical Engineering. Jim is a member of the Financial Planning Association (FPA).

Chuck began his career in the financial services industry in 1985. Prior to joining Mercer Advisors, he held advisory and consulting roles in banking, finance, investments, and planning in Europe and then at Citicorp and Bank of America in San Francisco. During his tenure at Mercer Advisors, Chuck has moved with his wife and two sons to open and establish both the Chicago and Boulder branch offices. He graduated from the University of Colorado in Boulder with a degree in Finance and a minor in International Business and holds the FINRA Series 65 License.

Ben enjoys collaborating with clients to help them define their path to financial freedom. As a former advisor consultant at Oppenheimer Funds and Invesco, Ben worked closely with financial advisors to help them enhance their practices, while obtaining his Chartered Alternative Investment Analyst certification. Given this experience, Ben decided he'd rather be the player than the coach and joined an RIA in Denver where he obtained his CERTIFIED FINANCIAL PLANNER™ certification. Ben graduated from the University of Nebraska-Lincoln with a Bachelor of Science in Finance and a minor in Economics. Outside of work, you'll find Ben spending time with his wife, daughter, and dog in Arvada. You may also find him on the golf course, ski slope, or searching for the many hidden diners, drive-ins, and dives of Colorado.

Renée specializes in income, retirement, and tax planning, and has a passion for guiding young professionals in making foundational financial choices early. Prior to joining Mercer Advisors, she was an Associate Financial Planner at Confluence Financial Advisors, where she worked closely with the lead advisors and their clients. Renee graduated from the University of Oklahoma with Special Distinction holding a Bachelor of Fine Arts degree in ballet performance and a minor in mathematics. She is a CERTIFIED FINANCIAL PLANNER™ professional and holds the FINRA Series 65 License. Renee is also actively involved in InvestHers and the Mercer 2030 - Sustainability. She lives in Lafayette, Colorado with her husband and enjoys hiking, spending time in the mountains, and traveling.

Tom began his financial services career in 2015 after graduating from the University of Colorado with a BA in History and a minor in Business Administration. Prior to working with Mercer Advisors, he launched the Young Professionals Program at Confluence Financial Advisors, aimed at providing comprehensive financial planning, tax planning and tax preparation to those in the early stages of their careers. At Mercer Advisors, Tom continues to serve early-career professionals as well as pre-retirees and retirees. He specializes in tax planning and stock option planning, and regularly gives talks on the how to utilize stock options to build wealth. Tom is a CERTIFIED FINANCIAL PLANNER® professional.

Outside of work, you can find Tom spending time with his wife in Lafayette and exploring all that the mountains of Colorado have to offer on his snowboard.

A native of Massachusetts, Cam worked for the Boston Red Sox for a few years after college and made the transition to finance in 2019. His start in the industry came as a retail banker, before joining E*TRADE as a financial consultant, providing 1 on 1 advice to clients. Cam's passion for financial planning has only grown in recent years, and he understands how a secure financial picture can allow people to enjoy the important things in life. Outside of work Cam plays pickup hockey and enjoys time outdoors with friends and family. Cam holds the Series 66 FINRA license, and is a CERTIFIED FINANCIAL PLANNER™ professional.

Chris began his career in the financial services industry in 2016 after graduating from Creighton University magna cum laude with a Bachelor of Science degree in finance and a specialty in Personal Financial Planning. Chris enjoys hiking, skiing, traveling, and all things sports. He is a CERTIFIED FINANCIAL PLANNER^TM practitioner and holds the FINRA Series 65 License.