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
Anna Apodaca
RVP, Wealth Advisor, Director
Anna Apodaca
RVP, Wealth Advisor, Director
Anna is committed to helping clients achieve their financial goals with a strong passion for the financial planning process and creating strategies alongside clients to help them retire with confidence. Throughout her career Anna has led national training and development programs for advisors and managers. Anna earned a B.A. from The University of Texas at Arlington in Political Science and is a CERTIFIED FINANCIAL PLANNER™ professional. She is happily married and has a daughter attending Louisiana State University. Anna has full professional proficiency in English and Spanish.
Jake Wedemeyer
RVP, Wealth Advisor
Jake Wedemeyer
RVP, Wealth Advisor
Jake began his career as a financial advisor after graduating from Minnesota State University-Mankato, in 2003, with a Bachelor of Science degree in business management. He has worked with clients for almost two decades, and he earned his CERTIFIED FINANCIAL PLANNER™ certification in 2011. As a CFP® professional, Jake understands the six key areas of financial planning, focusing particularly on retirement planning, investment planning, deferred compensation, and equity compensation. Jake and his wife, both Minnesota natives, have now settled in McKinney, Texas, with their son. In his free time, Jake enjoys cooking, training in jujitsu, and being let down by Minnesota sports teams.
Sam Hume
RVP, Wealth Advisor
Sam Hume
RVP, Wealth Advisor
Sam focuses on helping our clients identify their specific financial objectives and implements customized strategies and comprehensive financial planning to help them reach their goals. As an undergraduate, Sam received a degree from the University of Southern Colorado where he was a four-year letter winner in track and field. He also holds a master’s degree from Northwestern State University in Natchitoches, Louisiana. Sam holds the Series 66 license as well as life and health insurance licenses. Born in Elkhart, Kansas and raised in southeastern Colorado, Sam enjoys spending time with family, watching his daughter play basketball and supporting TCU Athletics.
José Castañeda
RVP, Wealth Advisor
José Castañeda
RVP, Wealth Advisor
José holds the FINRA Series 65 license and is an Investment Advisor Representative. He is a Candidate for CFP® certification. He graduated from the University of Colorado’s Leeds School of Business with a degree in Finance and joined Mercer Advisors shortly thereafter. José is intimately aware of the impact financial planning can have on your long-term goals. Besides being a member of the inaugural class to graduate with an option in Personal Financial Planning, during his first year in college he founded his own furniture moving company to help pay for his tuition expenses. José is married to his college sweetheart.
Aleesha Grimes
Sr. Client Service Specialist
Aleesha Grimes
Sr. Client Service Specialist
Aleesha began her financial services career in 2011 as a Customer Service Specialist at a local broker-dealer. She dedicated her days to providing superb service to clients while obtaining industry licenses. Aleesha took a couple years off to raise her family before rejoining financial services as Client Service Representative at Lake Point Advisory Group in 2017. There, she gained a wealth of industry and RIA operational knowledge by supporting multiple advisors and colleagues. Aleesha became Client Services Manager in June 2020 and currently holds the Texas insurance license. She's passionate about providing clients with first-class service and loves to collaborate with other departments to better anticipate and address client needs. In her free time, Aleesha enjoys being with friends and family, chauffeuring kids to sports, traveling, cooking, and live music.
Anna Moseley
Client Service Specialist
Anna Moseley
Client Service Specialist
Anna's experience in the financial services industry includes service and leadership roles at organizations such as Raymond James, Capital One, Bank of America, and Wells Fargo. When assisting clients, she loves to think outside the box and provide solutions that no one else has thought about. She emphasizes a balance of empathy and rational analysis when addressing a client's concerns. Anna attended Texas A&M University-Commerce, where she earned a bachelor of applied arts and science degree in business, and and she's currently pursuing the CERTIFIED FINANCIAL PLANNER™ certification. Anna has three sons and one stepdaughter, and her husband is a retired military service member.
Derek DeMars
Client Service Specialist
Derek DeMars
Client Service Specialist
Derek is committed to ensuring clients' needs are met efficiently and that they feel personally cared for. Prior to joining Mercer Advisors in 2022, he spent five years working as a sales support specialist at LEAF Commercial Capital. With experience in customer service, administrative support, and education, Derek has a passion for clear communication, project follow-through, and teamwork. In his spare time, he can usually be found writing, digging into a challenging book, playing video games, adventuring outside with his two sons, Declan and Felix, or watching artsy films and cooking shows with his wife, Ainslee.
Matthew Moore
Client Service Specialist
Matthew Moore
Client Service Specialist
Matthew began a career in sales and marketing before joining the financial services industry in 2021. Prior to Mercer Advisors, he was the office manager for a marketing firm in Dallas-Fort Worth, focused on providing outstanding administrative support to local start-ups and his sales team. Matthew enjoys helping people and gets the most satisfaction from making sure his clients are well looked after. He graduated from the University of Maryland with a bachelor of arts degree in communications. Outside of work, Matthew can be found performing live music, attending a wine tasting, or spending time with his friends and family.
Laura Combs
Managing Director
Laura Combs
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.
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.
with one of our talented wealth advisors who will help you connect all your financial dots
All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
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