When can you enjoy everything you’ve worked for?

Welcome to a different kind of wealth management in Denver – Greenwood Village

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 Denver – Greenwood Village area

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

Michelle Sandt-Wade

Sr. Wealth Advisor

Michelle Sandt-Wade

Michelle Sandt-Wade

Sr. Wealth Advisor

Michelle is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with more than three decades of experience in wealth management. She has a bachelor’s degree in finance from Colorado State University. Michelle helped to build Transitions Wealth Management by serving as a senior wealth manager growing meaningful relationships with clients. Joining Mercer Advisors significantly enhances her ability to continue in that role. Michelle enjoys spending time with her husband and two daughters. She loves travel, golf and a good book. She volunteers as a Life Coach for single moms needing encouragement and financial literacy help. Michelle sits on the finance committee of The Listen Foundation locally. She has a passion for mentoring young women and opening the family home to young adults for meals and connections.

Bruce R. Bendell

Sr. Wealth Advisor

Bruce R. Bendell

Bruce R. Bendell

Sr. Wealth Advisor

Bruce is a CPA and a Personal Financial Specialist (PFS) who has specialized in tax, audit, and financial planning since 1990. Prior to joining Mercer Advisors, in 1999 he co-founded Transitions Wealth Management specializing in holistic wealth planning. Bruce stays up to date on tax law and tax planning issues. Early in his career he worked as an auditor for Deloitte & Touche. Bruce has a bachelor’s degree in accounting from the University of Colorado at Boulder. In the community, Bruce is very active at Shalom Park, a provider of professional healthcare services for elders. He enjoys tennis, skiing, fly fishing, bike riding, family time and finishing each day with ice cream (preferably Carvel).

Michael G. Simmons

Sr. Wealth Advisor

Michael G. Simmons

Michael G. Simmons

Sr. Wealth Advisor

Michael has been a financial advisor since 1997. Prior to joining Mercer Advisors, he spent 16 years with Transitions Wealth Management, LLC in various roles including as a principal. Michael began his career with Morgan Stanley before enjoying successful stints at both Charles Schwab and Bank of the West. Michael holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and is a member of the Financial Planning Association (FPA), Colorado Planned Giving Roundtable (CPGR) and the Estate Planning Council of Southeast Denver. He has a bachelor’s degree in finance from Freed-Hardeman University. Michael enjoys spending time with his daughter, traveling with his wife and is a bourbon enthusiast. He has a soft spot for his home state of Kentucky and especially University of Kentucky athletics. Go Big Blue!

Gracie Tiedman

Client Service Specialist

Gracie Tiedman

Gracie Tiedman

Client Service Specialist

Gracie takes pride in providing clients with an individualized client experience and focuses on elite customer service to help them achieve their financial goals. She obtained her Bachelor of Science in Business Administration and a Master of Business Administration from Colorado State University in Pueblo. Outside of work, Gracie enjoys spending time with her husband, three children, dog, and flock of chickens. She loves baking, cake decorating, plants, and yoga.

Nicole M. Duman

Client Service Specialist

Nicole M. Duman

Nicole M. Duman

Client Service Specialist

Nicole manages operations and day-to-day activities at Mercer Advisors, ensuring seamless functionality and delivering exceptional customer service. As the primary liaison for our valued clients, Nicole embodies professionalism and attentiveness in every interaction. Before joining our team, Nicole honed her organizational skills as a corporate event organizer. Outside the office, Nicole thrives on the dynamic intensity of kickboxing, embracing its challenges and vigor, and is a yoga enthusiast finding peace and relaxation through the practice. When she’s not breaking a sweat, Nicole enjoys quality time with her daughter, playing games and exploring new activities.

Adam Oliver

CFP®

Adam Oliver

Adam Oliver

CFP®

Adam is passionate about helping clients clarify their “why” and crafting a financial plan that aligns them with their purpose. He spent nearly a decade as a commercial banker, supporting business owners with acquisition and capital financing. After returning from a three-year sabbatical, Adam became a financial advisor to combine his finance background and desire to help others live a full life. He serves on the boards of the Colorado Financial Planning Association (FPA), Young Israel of Denver, and The Jewish Experience. As a lifelong endurance sports athlete, Adam was a college swimmer (holding three school records), a Boston Marathon qualifier, and most recently, a swimrun enthusiast. He loves exploring small-town coffee shops and hiking National Parks with his wife, Sophie, and daughter, Rina.

Charles Wetmore

Sr Financial Planner

Charles Wetmore

Charles Wetmore

Sr Financial Planner

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.

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