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 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 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 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 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'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 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 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 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.