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Guidance for Business Owners: Beneficial Ownership Information Reporting Requirements
October 8, 2024
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
James Everitt
Sr. Wealth Advisor, Director
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.
Jay Levesque
Wealth Advisor
Jay Levesque
Wealth Advisor
Jay has a passion for helping families and institutions achieve their financial goals; he finds satisfaction in providing clarity and confidence. Jay has more than 10 years of experience, beginning his career as an investment analyst at J.P. Morgan in 2011. He honed his expertise in senior investment roles serving ultra-high-net-worth clients at multi-family offices in Seattle. He is a past president of the Seattle Alternative Investment Association and a CFA® charterholder. Jay holds Bachelor of Science degrees in finance and mathematical sciences from Oregon State University, graduating magna cum laude. He resides in Eagle, Idaho, with his wife, two young boys, and three dogs. Born and raised in Alaska, Jay loves the outdoors and is an avid Oregon State Beavers sports fan.
David Riffe
Wealth Advisor
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.
Alexa Willis
Wealth Advisor
Alexa Willis
Wealth Advisor
Alexa is passionate about helping people turn financial aspirations into realities and guiding them toward financial freedom and security. With a father who was a financial advisor and a grandfather who was an avid investor, she’s been immersed in the industry since an early age. As a CERTIFIED FINANCIAL PLANNER™ professional, her goal is to optimize every client’s financial situation, so they never again have to worry about money. Alexa has significant experience in tax planning and strategy, insurance, education planning, legacy planning, and investment management. Prior to joining Mercer Advisors, she worked for several years as a crisis intervention coordinator at a local nonprofit, helping women and families navigate through hardship. When not at work, Alexa can be found exploring a mountain trail, reading, trying a new recipe, or spending time with her husband and family.
Merritt McMahon
Client Service Specialist
Merritt McMahon
Client Service Specialist
Duncan Wilk
Regional Vice President
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.
Haiden Bowman
Director, Client Service
Haiden Bowman
Director, Client Service
Haiden offers over 10 years of experience in the financial service industry. She began her career at the age of 18 with an independent comprehensive wealth management firm in Springfield, Missouri. There she earned experience working as an Administrative Assistant, Operations Assistant, Client Service Associate, Client Service Manager and Client Service Director. Haiden’s experience and broad expertise contributes to her ability to identify complete solutions for clients. She continues to develop her passion for helping clients achieve their financial objectives and leads a team of service specialists providing high-quality customer service and elevated support to individuals and families. During non-business hours, Haiden can be found volunteering with local non-profit organizations, spending time outdoors, or spending time with friends and family.
Mark Eshman
Director of Endowments and Foundations Group, Sr. Wealth Advisor
Mark Eshman
Director of Endowments and Foundations Group, Sr. 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.
Doug Fabian
SVP, Channel Sales
Doug Fabian
SVP, Channel Sales
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.
Laura Combs
Executive Managing Director
Laura Combs
Executive 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.
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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.
October 8, 2024