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.

With her BA in Studio Art & Fashion Merchandising from California State University-Long Beach, Emily moved to Colorado in the early 2000s, to manage a boutique investment management and financial planning firm, Summit Wealth Advisors, where she became a partner; in 2020, Mercer Advisors acquired the firm. Emily holds an MBA from the University of Colorado, Denver and the CERTIFIED FINANCIAL PLANNER™ certification. At Mercer Advisors, she specializes in strategic financial planning, philanthropic giving, and estate planning. Through the InvestHERs initiative, she promotes women's financial empowerment. As a former Morocco Peace Corps volunteer, Emily now serves Denver's Junior League board, the Summit County Rotary Club, and The Summit Foundation. An outdoor enthusiast, Emily was a top female finisher in the Leadville Trail 100 Run.

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.

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.

Brittany began her career in 2013 after joining a local Denver wealth management firm where she held multiple roles before joining Mercer Advisors. She provides comprehensive, goals-based financial planning advice to her clients. She holds a Bachelor of Science degree in Business Administration with a concentration in Financial Planning and minor in Spanish from Colorado State University. She is a CERTIFIED FINANCIAL PLANNER^™ professional and holds the FINRA Series 7 and 63 Licenses.

Renée specializes in income, retirement, and tax planning, and has a passion for supporting clients through their life transitions. 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. Renée graduated from the University of Oklahoma with special distinction, earning a bachelor of fine arts degree in ballet performance with a minor in mathematics. She has the CERTIFIED FINANCIAL PLANNER™ certification and holds the FINRA Series 65 license. Renée is also active in InvestHERS and financial education programs that support young adults. She lives in Lafayette, Colorado, with her husband and enjoys hiking, spending time in the mountains, traveling, and baking.

A native of Massachusetts, Cam worked for the Boston Red Sox for a few years after college before making the transition to finance. He began as a retail banker, then joined 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. He holds the FINRA Series 66 license and is a CERTIFIED FINANCIAL PLANNER™ professional.

Chris specializes in retirement planning, cash-flow planning, and tax planning. He's passionate about helping families identify their financial goals and creating the best-possible context to achieve them. Chris began his career in the financial services industry after graduating magna cum laude from Creighton University with a BS degree in finance and a specialty in personal financial planning. Prior to joining Mercer Advisors, he was a Financial Planning Associate at Confluence Financial Advisors, where he worked closely with the lead advisors and their clients. Chris lives in Littleton, Colorado, with his wife and enjoys the outdoors, spending time with family and friends, and traveling. He has CERTIFIED FINANCIAL PLANNER™ certification and holds the FINRA Series 65 license.

Maeve focuses on fostering an environment of partnership with her clients and always strives to provide a seamless client experience. She serves on the Mercer Advisors Financial Literacy Community Outreach team and has a deep passion for helping others find Economic Freedom™. She also participates in the Mercer Advisors mentorship program and in the alumni program at University of Colorado, Boulder, where she graduated with a bachelor's degree in Personal Financial Planning. Maeve is a CERTIFIED FINANCIAL PLANNER™ professional and holds the FINRA Series 65 license. She lives in Denver with her fiancé and their Australian Shepherd.

Logan's favorite part about working with clients is building relationships and helping clients reach their goals. He joined Mercer Advisors in 2022 after working at a medium-sized RIA in the Madison, Wisconsin area. Logan graduated from the University of Wisconsin-Madison's Personal Finance program, earning a degree in financial planning and certificate in entrepreneurship. While in school, he also interned with a boutique RIA in the same area. He is a CERTIFIED FINANCIAL PLANNER™ professional and also holds his FINRA Series 65 license. In his free time, Logan enjoys traveling, attending concerts, spending time with friends and family, exercising and exploring the outdoors, and cheering on his favorite sports teams.