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 Advisor

Meet Your Denver Team

Robin Allis

Robin Allis

Team Manager, Client Solutions Team

Logan L. Baker

Logan L. Baker

Vice President, Estate Planning

Stephen Bauer

Stephen Bauer

Client Solutions Representative

Alexis Bustillos

Alexis Bustillos

Legal Assistant

José Castañeda

José Castañeda

Client Solutions Representative

Laura Combs

Laura Combs

Managing Director

Kristen Comeau

Kristen Comeau

Regional Sales Associate

Jenna Dana

Jenna Dana

Managing Attorney, Estate Planning

Tyler Davis

Tyler Davis

Senior Tax Advisor

Stevan Downs

Stevan Downs

Senior Tax Advisor

Daniel Epstein

Daniel Epstein

Director, Income Tax

Joshua Fitch

Joshua Fitch

Tax Manager

Douglas Gilbert

Douglas Gilbert

Regional Vice President

Sam Khan

Sam Khan

Regional Vice President

Brett Landstrom

Brett Landstrom

Client Advisor

Dedrick Lee II

Dedrick Lee II

Legal Assistant

Emily Meier

Emily Meier

Executive Assistant / EP Operations

Phillip Miodowski

Phillip Miodowski

Client Associate

Gabrielle Mollick

Gabrielle Mollick

Client Solutions Representative

Andrew Neville

Andrew Neville

Estate Planning Attorney

Sarah Oliver

Sarah Oliver

Legal Assistant

Merry Rosadi

Merry Rosadi

Legal Assistant

Maeve Schmid

Maeve Schmid

Associate Planner

James Todd

James Todd

Client Advisor

Christopher Varney

Christopher Varney

Estate Planning Attorney

Talk to Us.

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