Due to COVID-19, our physical offices are temporarily closed and employees are working remotely. We are still able to provide you with timely advice. If you would like to speak with an advisor please reach out via phone or online. For more information navigating these recent events, please visit our resource page.
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 AdvisorMeet Your Denver Team
Robin Allis
Team Manager, Client Solutions Team
Logan L. Baker
Vice President, Estate Planning
Stephen Bauer
Client Solutions Representative
Alexis Bustillos
Legal Assistant
José Castañeda
Client Solutions Representative
Laura Combs
Managing Director
Kristen Comeau
Regional Sales Associate
Jenna Dana
Managing Attorney, Estate Planning
Tyler Davis
Senior Tax Advisor
Stevan Downs
Senior Tax Advisor
Daniel Epstein
Director, Income Tax
Joshua Fitch
Tax Manager
Douglas Gilbert
Regional Vice President
Sam Khan
Regional Vice President
Brett Landstrom
Client Advisor
Dedrick Lee II
Legal Assistant
Emily Meier
Executive Assistant / EP Operations
Phillip Miodowski
Client Associate
Gabrielle Mollick
Client Solutions Representative
Andrew Neville
Estate Planning Attorney
Sarah Oliver
Legal Assistant
Merry Rosadi
Legal Assistant
Maeve Schmid
Associate Planner
James Todd
Client Advisor
Christopher Varney
Estate Planning Attorney