Financial Advisors in Denver

Our Denver advisors are committed to you, to our philosophy, and to ensuring our clients get the right strategy, plan, and attention according to their unique needs. Our team of wealth management experts, including Certified Financial Planners™, investment advisors and strategists, estate planners, attorneys, and Certified Public Accountants, will collaborate with you and foster a relationship based on trust, service, and transparency. At Mercer Advisors, our commitment is to you.

Speak with a Denver Advisor

Robin Allis

Team Manager, Client Solutions Team

Logan L. Baker

Estate Planning Attorney

Stephen Bauer

Client Solutions Representative

Alexis Bustillos

Legal Assistant

Donald Calcagni

Chief Investment Officer

José Castañeda

Client Solutions Representative

Laura Combs

Client Advisor and Regional Director

Jenna Dana

Managing Attorney, Estate Planning

Stevan Downs

Senior Tax Advisor

Daniel Epstein

Senior Tax Manager

Douglas Gilbert

Regional Vice President

Josh Gustafson

Head of Client Service

Brett Landstrom

Client Advisor

Dedrick Lee

Legal Assistant

Kristen Meehan

Regional Sales Associate

Emily Meier

Legal Assistant

Phillip Miodowski

Client Associate

Gabrielle Mollick

Client Solutions Representative

William Nelson

Chief Compliance Officer and Deputy General Counsel

Andrew Neville

Estate Planning Attorney

Loren Pierson

Chief Operating Officer

Merry Rosadi

Legal Assistant

Maeve Schmid

Client Associate

Matthew Shea

Senior Tax Advisor

James Todd

Client Advisor

Karsten Voermann

Chief Financial Officer

Dave Welling

Chief Executive Officer

Talk to Us.

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