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When can you enjoy everything you’ve worked for?

Welcome to a different kind of wealth management in Ketchum

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.

We’re built differently

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.

Meet our talented wealth advisors in the Ketchum area

They’re here to help you connect all your financial dots

Josh DeForest

Managing Director

Josh DeForest

Josh DeForest

Managing Director

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.

Duncan Wilk

Regional Vice President

Duncan Wilk

Duncan Wilk

Regional Vice President

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.

James Everitt

Sr. Wealth Advisor, Director

James Everitt

James Everitt

Sr. Wealth Advisor, Director

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.

Jack Gilligan

Sr. Wealth Advisor

Jack Gilligan

Jack Gilligan

Sr. Wealth Advisor

Jack began his investment career in 2000 as a Financial Analyst at Goldman Sachs & Co. His areas of expertise include investment management, comprehensive wealth management, financial planning, and estate planning. Prior to joining Mercer Advisors, Jack worked at ClearRock Capital for twelve years in various roles, lastly as Director of Research. Outside of the office, Jack enjoys spending time in the beautiful mountains of Idaho with his wife and two children. He graduated from Colgate University with a Bachelor of Arts degree in Economics. Jack is a CFA Charterholder and is a member of the CFA Institute.

David Riffe

Wealth Advisor

David Riffe

David Riffe

Wealth Advisor

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.

Bradley Anderson

Associate Wealth Advisor

Bradley Anderson

Bradley Anderson

Associate Wealth Advisor

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 Willis

Sr. Financial Planner

Alexa Willis

Alexa Willis

Sr. Financial Planner

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.

Joseph Banks

Client Service Specialist

Joseph Banks

Joseph Banks

Client Service Specialist

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.

Harper Sample

Client Service Specialist

Harper Sample

Harper Sample

Client Service Specialist

Mark Eshman

Director of Foundations and Endowments Group, Senior Wealth Advisor

Mark Eshman

Mark Eshman

Director of Foundations and Endowments Group, Senior Wealth Advisor

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.

We’ll team you up

with one of our talented wealth advisors who’ll help you connect all your financial dots

We’ll touch base to discuss your individual needs so that we can connect you with a wealth advisor who’s right for you.


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.