Joseph began his career in wealth management in 2004. Prior to joining Mercer Advisors, he worked at Merrill Lynch Global Wealth and Investment Management as a senior wealth management and portfolio advisor. At Merrill Lynch, Joseph specialized in financial, estate, and investment planning for high-net-worth individuals and institutions. He holds dual Master’s degrees in Finance and Business Management from Johns Hopkins University. Joseph lives in Old Town Alexandria with his wife and two children.

Max Wrenn, CFP® co-founded Wrenn Financial Strategies, Inc. with his wife, Janice, in 1988. The company was acquired by Mercer Advisors in December 2021. In addition, to managing WFS, Max also served as its Chief Compliance Officer and co-chaired its Investment Committee.

Max has been a practicing CERTIFIED FINANCIAL PLANNER™ professional since 1984. His vast experience in financial management provides the leadership and capacity to engineer creative solutions to complex problems. Using time-tested fundamental principles, he coordinates a team approach to both planning and investment management. His day-to-day involvement in managing accounts reflects not only his deep commitment to clients, but a core belief that there are no final exams in the dynamic world of investing.

Early in his career, Max co-founded a company to develop planning software for the financial services industry. These systems helped financial advisors, banks, insurance companies, brokerage firms and CPAs manage their clients’ affairs. Moreover, this experience convinced Max to carve out a special niche for himself in the field.

Max attended North Carolina State University earning a Bachelor’s degree in Economics. Married since 1985 with three children, Max and Janice live in North Raleigh with their shelties, Oakley and Finley. Among Max’s favorite recreational activities are tennis, pickle ball, skeet shooting, gardening, visiting children and grandkids and vacationing at Hilton Head Island.

Frances understands the importance of the financial advisor relationship in helping clients unlock their economic potential. She is motivated by clients’ needs and aspires to contribute to a process for smart, informed decision-making. Frances joined Wrenn Financial Strategies in 1997 after receiving her Bachelor’s degree from Appalachian State University with a double major in Finance and Banking. Frances became a CFP® professional in 2000. Her holistic approach to planning involves collaborating on financial plan development and implementation including creating retirement models, drafting investment portfolios and managing accounts. She lives in Raleigh with her husband and two children and her hobbies include cooking, playing tennis, cheering for the N.C. State Wolfpack and spending time in the North Carolina mountains.

Amy embraces the team concept for client servicing and understands that each client presents a unique set of circumstances that requires custom-tailored solutions. Amy graduated from Western Carolina University in 2001 with a Master of Science degree in Applied Mathematics and became a CFP® professional in 2008. She has worked with Wrenn Financial Strategies since 2003. Amy’s math aptitude enables her to take a quantitative approach to serving clients in financial planning and investment management. Born and raised in western North Carolina, Amy moved to North Raleigh in 2003 where she currently resides with her husband Mike and two daughters. In her spare time, she enjoys spending time with family, traveling, baking and playing board games.