Jamie began his financial career in 1994 and has held numerous advisory and management roles at Prudential Bache, Smith Barney, A. G. Edwards and Citigroup. Jamie co-founded ClearRock Capital in 2007 as a managing partner and president of the firm. Jamie’s responsibilities included investment management, operations and compliance. At Mercer Advisors, Jamie will continue to provide account management to his clients as well as oversee all branch operations as Co-Branch Manager of the Ketchum and San Francisco offices. Jamie is a graduate from Saint Lawrence University with a bachelor’s degree in Economics. Jamie enjoys all the outdoor activities available in Sun Valley, Idaho while giving back to the Wood River Community through his non-profit involvement.

David is a Wealth Advisor and has been in the financial services industry since 1997. He joined Mercer Advisors in 2022. In his role, David specializes in establishing wealth management solutions that empower individuals, foundations, business owners and corporations to achieve their long-term financial goals. David is a graduate of the University of Washington with a degree in International Economics and is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Accredited Investment Fiduciary certification. David is also actively engaged in his community with his membership in the Boise Downtown Rotary Club and his involvement as a community mentor for the Wyakin Warrior Foundation.

Brad is passionate about building long standing relationships with clients and helping guide them in identifying and achieving their financial goals through comprehensive financial planning. He began his career in the financial services industry in 2010. Prior to joining Mercer Advisors, he worked for Symetra Financial in various roles including Product Development, Sales Management, and Regional Sales Development. Brad graduated from the University of Nevada with a BS degree in Business in 2008 and is also a CERTIFIED FINANCIAL PLANNER™ professional. Outside of work, Brad loves spending his time with his daughters and enjoys biking, hiking, and just about anything else that can be done outdoors.

Alexa’s passion for people began in high school when she studied abroad in Rennes, France. She went on to earn a degree in Economics and International Relations from Boston University, gaining work experience at both the Overseas Development Institute in London and the Integration Centre in Dublin. After graduating, Alexa held a management position at Seattle’s Union Gospel Mission where she made an impact on homelessness, domestic violence, addiction, and human trafficking in the Seattle area. She began her career with Mercer Advisors in early 2016 and holds the FINRA Series 65 license along with being a CERTIFIED FINANCIAL PLANNER™ professional.

Mary joined Mercer Advisors in 2019 bringing with her close to 20 years of industry experience. Mary began her career in the financial services industry in 1989 working for 9 years at Wedbush Securities as a Registered Sales Assistant and Operations Manager. Leaving Wedbush in 1998, Mary then spent nearly 10 wonderful years as a stay at home mom raising her two now almost grown boys. Upon returning to the working world, Mary resumed her financial career and has since work for a number of firms in industry including Ameriprise, KMS, and Fidelity. A mother at heart, Mary believes that the key to Client Service is making sure that everything is working as it needs to, and she thoroughly enjoys working with Advisors and their clients in keeping their financial affairs in order. Mary brings a broad expertise to her role and tries to ensure that everything goes smoothly for the clients that she works with. A Northwest native, she attended the University of Washington receiving a degree in Modern World History. In her free time, she enjoys spending time with her children, taking walks, and working in her home and yard.

Since working as a caddie in high school, Joe has been motivated to learn what makes a better experience for those around him. He graduated from Purdue University with a bachelor's degree in Industrial Management and a concentration in Analytical Consulting. His career began at KeyBanc Capital Markets, where he was a member of the real estate investment banking team and worked on various projects, including national portfolio sales, equity/debt issuances, sale-leasebacks, and COVID-19 market-impact reports. He spent a year volunteering with agricultural and community projects across the United States and in Guatemala before making his way to Ketchum, Idaho. Joe is an avid downhill skier, loves running and hiking in the mountains, and cherishes time with his friends and family.

Josh began his career in the financial services industry in 2007. As Managing Director, Josh provides his clients with personalized advice to help meet their unique objectives related to financial planning, investment management, and estate planning. A member of Mercer Advisors Investment Committee, Josh evaluates academic research, provides investment analysis, and helps with manager selection for Mercer Advisors clients. Josh graduated from Westmont College in Santa Barbara, California with degrees in Economics and Spanish.

Doug began his career in 1979 as a market analyst for the Telephone Switch Newsletter. He spent 17 years speaking to investors about the issues that mattered most to them on his financial talk radio show. Before joining Mercer Advisors, Doug was president of Fabian Wealth Strategies, a Registered Investment Advisor specializing in exchange-traded funds (ETFs). He speaks nationally at financial seminars and produces a weekly podcast, is a contributing writer for the Wall Street Journal, the Los Angeles Times, and Investor’s Business Daily, and has appeared regularly as a guest on CNBC and Fox Business Network. Doug graduated from Goldenwest College and holds the FINRA Series 65 License.

Duncan began his career in the financial industry in 1997. His past professional experiences include research analyst at The Carson Group where he monitored various technology companies, financial advisor at Ameriprise, and financial consultant at Charles Schwab where he focused on wealth planning and investment management for high-net-worth clients. Duncan graduated from the University of California, Davis, with a degree in Managerial Economics and holds the FINRA Series 66 license.

Prior to joining Mercer Advisors, Mark was Co-Founder, Chairman, and Chief Investment Officer of ClearRock Capital. He began his career in 1982 at Drexel, Burnham, Lambert in Beverly Hills. Mark is passionate about his clients’ financial well-being, working with families and non-profit organizations to ensure their peace of mind. Mark cares deeply about his community: he currently serves on the Executive Committee of The Argyros Performing Arts Center in Ketchum, Idaho and previously served on the Executive Committee for HomeRise in San Francisco. He earned an A.B. from Duke University.