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
Emily Messegee
Wealth Advisor, Director
Emily Messegee
Wealth Advisor, Director
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.
Drew Harper
Sr. Wealth Advisor
Drew Harper
Sr. Wealth Advisor
CFA®, CFP®
Drew began his wealth management career in 2006 with Foos Financial Group, a small investment and financial planning firm. He joined M.J. Smith and Associates in December 2009 and worked with the firm for over ten years, prior to joining Mercer Advisors. His areas of expertise include high-net-worth financial planning, investment management, estate planning, and insurance strategies. He holds a Bachelor of Science degree in Finance from Metropolitan State University of Denver. Drew is a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER™ professional.
Brett Landstrom
Sr. Wealth Advisor
Brett Landstrom
Sr. Wealth Advisor
MBA, CFP®, ChFC®, CLU®, RICP®
Brett began his financial planning career in 2007. Prior to joining Mercer Advisors, he held the positions of client service compliance coordinator at Union Bank and Trust Company, financial analyst, senior internal wholesaler, and regional sales manager at Mutual of Omaha Investor Services, and most recently, financial planning manager at ICMA Retirement Corporation. Brett’s areas of expertise include retirement planning, Social Security optimization, and estate planning. He graduated from the University of Nebraska, Lincoln, with a Bachelor of Science degree in Business Administration and holds the FINRA Series 66 License.
Ben Rowse
Wealth Advisor
Ben Rowse
Wealth Advisor
CFP®, CAIA®
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.
Ian Freemire
Wealth Advisor
Ian Freemire
Wealth Advisor
Ian thrives on helping clients cast a clear vision for their retirement and investment goals, as well as making sure they get the most value out of their relationship with Mercer Advisors. He is a CERTIFIED FINANCIAL PLANNER™ professional as well as an Enrolled Agent who assists in taxpayer matters regarding the Internal Revenue Service, with a Bachelor's degree in Financial Management from the University of Northern Iowa. Outside of work, Ian enjoys golfing, camping, riding his motorcycle, and spending time with his wife, Elyse.
Brittany Rice
Wealth Advisor
Brittany Rice
Wealth Advisor
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.
Cameron Willcox
Associate Wealth Advisor
Cameron Willcox
Associate Wealth Advisor
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.
Gabrielle Mollick
Associate Wealth Advisor
Gabrielle Mollick
Associate Wealth Advisor
CFP®, CSRIC™
Gaby is primarily responsible for guiding her clients toward financial success through tax planning, investment management, and strategizing retirement decisions. She also serves on the Mercer Advisors Investment Committee ESG Investments Subcommittee and the InvestHERS Steering Committee, and she leads the Financial Literacy employee program. Gaby's expertise revolves around deep-rooted passion for empowering professionals and families of all backgrounds, serving the unique planning needs of women investors, and ESG/values-based investing. Prior to joining Mercer Advisors, Gaby worked with a top brokerage firm. She graduated from the University of Akron, earning a bachelor of business administration degree in financial planning. She holds the FINRA Series 65 license and is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered SRI CounselorSM.
James Telfer
Associate Wealth Advisor
James Telfer
Associate Wealth Advisor
CFP®, CSRIC®
James started his financial planning career in 2015, helping international expats in Paris, France understand the complex world of cross-border planning. He then immigrated to Houston, Texas, and in 2018 joined Mercer Advisors focusing on investment analysis and complex estate planning strategies. James enjoys leveraging financial technologies so he can deliver holistic solutions for his clients, and in turn, help them achieve their life goals. He is a CERTIFIED FINANCIAL PLANNER™ professional and a graduate of the University of Liverpool. He, and his wife Hailey, who teaches AP English to high school seniors, re-located to Denver, Colorado in the summer of 2022. They love travelling the world and doing all-things outdoors with their two rescues Kleo and Ziggy. James is also an avid English Premier League fan and enjoys waking up in the early hours to cheer on his favorite team, Arsenal.
Stefen Donohue
Associate Financial Planner
Stefen Donohue
Associate Financial Planner
Stefen began his wealth management career in 2019 as an intern with Mercer Advisors in both Boulder and Denver offices. He was exposed to many departments of the company and found that helping clients achieve their financial freedom was his interest. Stefen graduated from the University of Colorado with a Bachelor of Science degree in Business Administration with an emphasis in Personal Financial Planning. He is a Colorado native who enjoys many outdoor activities his home offers such as skiing and hiking. Additionally, Stefen greatly enjoys the time he gets to spend with his family and friends.
Haiden Bowman
Regional Service Manager
Haiden Bowman
Regional Service Manager
Haiden offers over 10 years of experience in the financial service industry. She began her career at the age of 18 with an independent comprehensive wealth management firm in Springfield, Missouri. There she earned experience working as an Administrative Assistant, Operations Assistant, Client Service Associate, Client Service Manager and Client Service Director. Haiden’s experience and broad expertise contributes to her ability to identify complete solutions for clients. She continues to develop her passion for helping clients achieve their financial objectives and leads a team of service specialists providing high-quality customer service and elevated support to individuals and families. During non-business hours, Haiden can be found volunteering with local non-profit organizations, spending time outdoors, or spending time with friends and family.
Amber Adams
Sr. Client Service Specialist
Amber Adams
Sr. Client Service Specialist
Amber began her financial career with M.J. Smith & Associates in 2003 as a senior in high school and supported the firm for 17 years before joining Mercer Advisors in July 2020. She has worked in several different areas within the industry processing client requests, opening accounts, assisting client advisors, managing event planning and administrative duties while handling the complexities of compliance and annual audits. At Mercer Advisors, Amber is committed to establishing and maintaining strong client relationships while providing exceptional service. Amber enjoys traveling and spending time with her family and friends.
with one of our talented wealth advisors who’ll help you connect all your financial dots
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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.
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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