When can you enjoy everything you’ve worked for?
Welcome to a different kind of wealth management in Madison
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 Madison area
They’re here to help you connect all your financial dots
Erik Mikkelson
Sr. Wealth Advisor
Erik Mikkelson
Sr. Wealth Advisor
CFP®, CFA®
As a family wealth advisor Erik specializes in comprehensive financial and business planning for family office and multigenerational families. Erik was the founder of RMR Wealth Advisors, LLC prior to joining Mercer Advisors in 2023, and is honored to have served many families for over 20 years as their wealth advisor. Prior to founding RMR Wealth Advisors, he was co-founder of Rich Mikkelson Rich Financial Advisors In addition to Erik's financial and business background, he has experience in investing in commercial, residential, recreational and legacy real estate properties. He has had previous careers in both the service and consumer products industries focused on strategic planning and project management. Passionate about time with his wife Lisa, Erik enjoys when they can get together with their young adult children, friends and family. Erik is an avid fisherman, boater and archery hunter, finding both challenge and often clarity of thought through time on the water or in the woods.
Doug Giageos
Sr. Wealth Advisor
Doug Giageos
Sr. Wealth Advisor
CFP®, CFA®
His interest in advising started and grew early in his career spending time in various aspects of the banking industry. In 2000, Doug became a bank trust officer where he developed portfolio management and planning skills along with a deep understanding of what it means to be a fiduciary. Doug is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Financial Analyst® Charterholder, and has had the privilege of advising clients for the past two-plus decades. In 2011 he transitioned from banks to the RIA world which better enabled him to work with an expanded universe of clients from many different walks of life.
Dedicated to support, education and informed direction to each client, Doug strives to provide unbiased, objective advice and planning, designed to help achieve long-term goals, with the highest level of trust and integrity. Doug's interests include enjoying time with family and friends, coaching youth hockey, baseball and football, and a variety of outdoor activities.
Olivia Peters
Wealth Advisor
Olivia Peters
Wealth Advisor
CFP®, CPWA®
Olivia is a highly skilled and experienced advisor with a passion for helping individuals and families achieve their financial goals. She believes in the importance of considering each client's unique values, circumstances and goals when providing relevant and thoughtful advice. As a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Private Wealth Advisor® practitioner, Olivia has a strong background in wealth planning and analysis. She is known for her exceptional communication skills and ability to simplify complex financial concepts. With a client-centric approach and a commitment to delivering exceptional service, Olivia takes time to educate her clients, empowering them to help make informed decisions and feel confident about their financial future. Outside of the office, Olivia enjoys spending time with her family. When the weather is warm, she spends as much time as possible outdoors. She keeps herself busy quilting, knitting, and crafting during the cold months.
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.
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.
*Disclosure
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.
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.
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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.
