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
Laura Combs
Managing Director
Laura Combs
Managing Director
Laura began her career in the investment management industry in 2008. As a Managing Director, member of both the Investment Committee and Senior Leadership Team, Laura's distinguished herself as an advisor and experienced leader with a passion for helping clients find their path to Economic Freedom™. She's been recognized by the Thrive Awards, named a Top Woman Advisor by Forbes and a top 40 Under 40 Advisor by InvestmentNews. Laura sits on the steering committee for Mercer Advisors' award-winning InvestHERs women's initiative, is a member of the Financial Planning Association, mentors through Mercer's Mentorship program and the Leeds Professional Mentorship Program at the University of Colorado. She has a degree in Communications from Wheaton College. Laura lives in Boulder with her husband and children.
Nominees for Investment News’ eighth annual 40 Under 40 project should exhibit qualities of leadership within the financial advice field, such as the drive to succeed, along with prospects for a bright future. He or she must be under the age of 40 on June 7, 2021, which is the date our 40 Under 40 honorees will be announced in the print issue of InvestmentNews and online. Accomplishments: We are looking for professionals who are successful in the advisory business, industry-related projects and the wider world in an advisory capacity, as exhibited by their credentials and achievements. Contribution: We are searching for professionals who promote the financial advice profession, advocate for financial literacy and engage in pro bono financial planning work. Leadership: We are interested in professionals who offer guidance and successful management within a company or the industry as a whole. Promise: We want to celebrate professionals who have passion, enthusiasm, great ideas and show a commitment to the field.
Thrive Award: A panel of independent judges determined the WealthManagement.com 2019 Thrive Award winners. Criteria included demonstrable impact on their firm, the industry, and wealth management in general. The WealthManagement.com Thrive Awards recognizes advisors who are on the way up–those who have proven themselves skilled and ambitious by virtue of three solid years of revenue growth. To qualify for the WealthManagement.com 2019 Thrive list of fastest-growing advisors, applicants had to be based in the U.S., offer financial services to individual clients, and be free of regulatory actions. Applications were accepted from individuals, teams and companies of all types and sizes–including solo advisors, ensembles, practices, family offices, RIAs and IBD reps.
The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of: qualitative data, learned through surveys and interviews (in-person, telephone and virtual), so Forbes can evaluate best practices, service and investing models, compliance records, etc.; as well as quantitative data, like revenue trends and assets under management. All advisors have a minimum of seven years’ experience. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
These awards should not be construed by clients or prospective clients as a guarantee that they will experience a certain level of results if Mercer Advisors or a Mercer Advisors Associate is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past client endorsement of Mercer Advisors or any Mercer Advisors Associate.
Douglas Gilbert
Senior Vice President, Sales
Douglas Gilbert
Senior Vice President, Sales
Doug began his career in the financial services industry in 2001. His past experiences include working at Westwood Trust and the Private Client Group for First National Bank of Nebraska, providing comprehensive financial planning and investment advice for high-net-worth clients, foundations, and endowments. Doug has served on several industry and community boards during his career. He graduated from Wayne State College with a degree in Business and holds the FINRA Series 65 License. Doug lives in Omaha with his wife and daughter, and enjoys playing golf and exploring new restaurants.
Joshua Lozow
Regional Vice President
Joshua Lozow
Regional Vice President
Josh enjoys working closely with clients to form long lasting relationships and help them achieve their most important financial goals. He joined Charles Schwab & Co Inc in 1997 as a Registered Representative specializing in trading, advice, financial planning and business development. Josh also spent time at Buckingham Strategic Wealth as a Wealth Advisor, as well as 14 years at Transitions Wealth Management LLC as President and Chief Compliance Officer leading a startup Registered Investment Advisor. He is Series 65 registered and completed advisor practice management training with CEG Worldwide. Josh lives in Denver with his wife Elanna and 3 daughters Kyra, Ellie and Abby. He enjoys all the great outdoor activities Colorado provides including skiing, tennis, pickleball, running and walking the dog.
Sam Khan
Regional Vice President
Sam Khan
Regional Vice President
CFP®, MBA
Sam graduated from the University of Colorado at Boulder with a BA in Political Science and an MBA from Regis University. After graduate school, he opened a brick and mortar sports nutrition store, as fitness is a very big passion in his life. Sam spent majority of his early career at Fidelity Investments as a Financial Consultant, where he obtained his CERTIFIED FINANCIAL PLANNERTM certification. Prior to joining Mercer Advisors, Sam was a Vice President, Private Wealth Manager at AllianceBernstein, where he managed assets for Ultra High Net worth families and businesses. In his free time, Sam is passionate about staying fit, food and family.
Kristen Comeau
Regional Vice President
Kristen Comeau
Regional Vice President
Kristen began her financial services career in 2013 working for the London-based service provider Murano Connect, where she learned about the asset management industry. Prior to joining Mercer Advisors, she worked for the New York-based hedge fund Naqvi-Van Ness Asset Management, where she ran business development and investor relations. Kristen graduated from the American University of Paris with a degree in International Finance. Kristen is from Connecticut and currently lives in Denver with her husband & son. She enjoys hiking, baking, and fitness. She holds the FINRA Series 65 License.
Emily Messegee
Wealth Advisor, Director
Emily Messegee
Wealth Advisor, Director
CFP®, MBA
Emily began working in banking and finance while completing her undergraduate degree at California State University, Long Beach. Emily moved to Colorado in 2005 and shortly after started working at Summit Wealth Advisors, a boutique investment management and financial planning firm. After a two- year hiatus serving in Morocco for the U.S. Peace Corps, Emily returned to the mountains of Colorado and continued to develop her career with Summit Wealth by obtaining her CERTIFIED FINANCIAL PLANNER™ certification. Her areas of expertise include strategic financial planning, with an emphasis in education planning, philanthropic giving and estate planning, in addition to portfolio management. In an effort to provide additional services to clients, Summit Wealth was acquired by Mercer Advisors in 2020, creating even greater capacity to service clients. Emily obtained her Masters of Business Administration from the University of Colorado, Denver and served as a student advisor on the Rutt Bridges Venture Capital Fund. She is an active leader of the Junior League of Denver and serves on the Board of the Summit County Rotary. Emily is an avid outdoor enthusiast and was the 10th female finisher of the Leadville 100 Trail Run in 2019.
Kristy Jordan
Sr. Wealth Advisor
Kristy Jordan
Sr. Wealth Advisor
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.
James Todd
Sr. Wealth Advisor
James Todd
Sr. Wealth Advisor
CFP®, CTFA
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 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.
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 and made the transition to finance in 2019. His start in the industry came as a retail banker, before joining 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. Cam holds the Series 66 FINRA license, and is a CERTIFIED FINANCIAL PLANNER™ professional.
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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