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.

Kristy has always valued the pursuit of excellence. With academic and athletic scholarships, she completed her undergraduate degree in Philosophy, was Colorado’s first All-American in Volleyball, and earned a Master of Business Administration degree. Kristy discovered deep satisfaction in championing her ever-expanding family. She was delighted to find that her passion for discerning meaningful objectives to serve each person in their pursuit of personal growth transitioned beautifully to her financial planning clients. Through the years, it continues to be an honor for Kristy to hold a non-anxious presence to walk with clients in suffering and joy as they form a financial life that aligns with what is most important to them.

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 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.

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).

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 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 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.

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.

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 Counselor^SM.

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.

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.