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When can you enjoy everything you’ve worked for?

Welcome to a different kind of wealth management in Scottsdale

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 Scottsdale area

They’re here to help you connect all your financial dots

David Kerber

Sr. Wealth Advisor, Sr. Director

David Kerber

David Kerber

Sr. Wealth Advisor, Sr. Director

CFP®, CRPC®, MPAS®, ABFP℠

dkerber@merceradvisors.com

David began his financial services career in 2009, after completing a two-year internship that provided him with invaluable exposure to the extreme market volatility of 2007-2008. Prior to joining Mercer Advisors, he spent seven years as a client advisor at an independent RIA firm in Minneapolis, MN. While there, he worked with high-net-worth individuals to organize all aspects of their financial lives including portfolio management, cash flow planning, estate planning, and tax planning. David graduated from the University of Minnesota-Duluth with a degree in Finance. He holds the CERTIFIED FINANCIAL PLANNERTM certification as well as the Chartered Retirement Planning CounselorSM and Master Planner Advanced Studies designations. David lives in Scottsdale with his wife, daughter and son. He enjoys sports, training for marathons and golfing in his limited spare time.

Mike Squier

Sr. Wealth Advisor, Director

Mike Squier

Mike Squier

Sr. Wealth Advisor, Director

CFP®, ChFC®, MBA

msquier@merceradvisors.com

Mike has over 20 years of experience in the financial services industry. Prior to joining Mercer Advisors, he spent 17 years at the Vanguard Group, serving high-net-worth individuals and families, working closely with large nonprofit organizations such as universities and hospitals, and consulting for state-run 529 plans. Mike takes a holistic approach to wealth management, encompassing financial planning, investment management, and cash-flow needs, as well as tax and estate planning. He's driven to help his clients achieve their unique financial goals and financial peace of mind. Mike earned a BA in psychology from California State University, Long Beach and an MBA from Colorado State University. He holds the CERTIFIED FINANCIAL PLANNER™ certification and the Chartered Financial Consultant® certification. Outside of Mercer Advisors, Mike is an adjunct professor at New York University, where he teaches a course in investment and wealth management. Most importantly, Mike enjoys spending time in the mountains with his family.

David Carmichael

Sr. Wealth Advisor, Director

David Carmichael

David Carmichael

Sr. Wealth Advisor, Director

David began his wealth management career in 1987 as co-founder of Rowland, Carmichael Advisor’s, Inc., an investment and financial planning firm in Scottsdale, Arizona which was acquired by Mercer Advisors in 2020. His areas of expertise include investment management, real estate and life insurance strategies for high-net-worth individuals and their families. He graduated from Brigham Young University with a Bachelor of Science degree in Business Management. Away from work, David enjoys spending time with his family, scuba diving and riding quads in the Yuma Sand Dunes.

David Rich

Wealth Advisor

David Rich

David Rich

Wealth Advisor

David has been in the financial industry for 20 years. Prior to joining Mercer Advisors, he spent time at global financial firms and small local firms. His experience in banking, insurance, investing, and asset management has given him a healthy perspective of the financial landscape. As a CERTIFIED FINANCIAL PLANNER™ practitioner, David uses his broad background and experience to help guide clients toward their financial goals. He strives to give back to the community and profession through organizations such as the Financial Planning Association, Junior Achievement, Arizona Council on Economic Education, Boy Scouts of America, youth sports, and his church. David enjoys playing sports and sharing adventure with his wife Angie and four children out of their home base in Mesa, Arizona.

James Taylor

Wealth Advisor

James Taylor

James Taylor

Wealth Advisor

James began his professional career in 2005. Prior to joining Mercer Advisors, he worked in insurance and risk management, then made a career change to financial planning in 2011. He has been an advisor at several wealth management firms, most recently Cable Hill Partners. James uses his broad background and experience in multiple roles in helping clients achieve fulfillment and financial peace of mind. He graduated magna cum laude with a Bachelor of Science in Business Administration from Arizona State University and holds the CERTIFIED FINANCIAL PLANNER™ certification. He enjoys spending time with his wife Tanya and their two children. They are proud to call Arizona home.

CJ Smith

Wealth Advisor

CJ Smith

CJ Smith

Wealth Advisor

CJ enjoys helping others to realize their financial goals. She has a depth of knowledge and experience in retirement planning, investment management, small business accounting, tax minimization strategies, estate management and financial planning for high-net-worth individuals and their families. CJ also has a diverse background in several industries, and before beginning her career in wealth management she ran her own company. Prior to joining Mercer Advisors, she was with Rowland Carmichael Advisors, a multigenerational wealth management firm in Scottsdale, Arizona. CJ earned her Bachelor of Science degree in Finance and Certificate of International Business from the W.P. Carey School of Business at Arizona State University. She also is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Divorce Financial Analyst (CDFA® ) and holds a FINRA Series 65 license. Outside of work, CJ enjoys spending time with her family, camping, flying as a private pilot, riding motorcycles and mountain biking.

Denise Rhodey

Lead Client Service Specialist

Denise Rhodey

Denise Rhodey

Lead Client Service Specialist

Denise began her career in the financial services industry in 1992. She has held positions within retail banking, commercial banking, and private wealth management. Prior to joining Mercer Advisors, Denise was a fiduciary associate at JPMorgan, where she specialized in Personal Trust Administration. In addition to helping clients and providing high level support to Advisors, she also manages team projects and trains support staff. Denise attended Eastfield College and JPMorgan Trust School and holds the FINRA Series 65 License.

JoAnn Ferradino

Sr. Client Service Specialist

JoAnn Ferradino

JoAnn Ferradino

Sr. Client Service Specialist

JoAnn started in the financial services industry in 1988 with Bank of America Merrill Lynch. She has a diverse professional background in Human Resources, Payroll Operations, Retail Banking, Mortgage products, Wealth Management, Branch Systems Administration and Executive Administrative Assistant. JoAnn believes that great relationships begin with exceptional service and she delivers on that. She enjoys spending time outdoors, hiking, mountain biking and RV'ing in addition, JoAnn loves her time spent with family and grandchildren.

Madelyn Fritz

Client Service Specialist

Madelyn Fritz

Madelyn Fritz

Client Service Specialist

Madelyn, also known as Maddie, embarked on her wealth management journey with Mercer Advisors in January 2024. Raised in Arizona, she pursued her studies in Finance and Economics at Grand Canyon University. Madelyn's passion lies in holistic financial planning, and she is unwaveringly dedicated to providing exceptional customer service to every client. With a commitment to integrity, she finds fulfillment in assisting clients at the Scottsdale branch on a daily basis. In her free time, she enjoys reading a diverse range of genres, from personal development to science fiction, exploring new coffee shops, and watching movies with her family and friends.

Dawn Santeford

Client Service Specialist

Dawn Santeford

Dawn Santeford

Client Service Specialist

Dawn is committed to providing excellent client service to the wealth management team in Scottsdale. She earned a bachelor of science degree in business administration from Northern Arizona University and began her financial services career in 2006, working at Rowland Carmichael Advisors before joining Mercer Advisors. Dawn enjoys the Arizona high country and spending quality time with her family.

Cherice Bradley

Client Service Specialist

Cherice Bradley

Cherice Bradley

Client Service Specialist

Cherice started her financial career in 2006 with Energy Capital Credit Union in Houston, TX where she spent 9 years in various roles including Member Services and Branch Manager. Prior to joining Mercer Advisors in 2022, she spent 6 years at a small Asset Management Firm in Houston, TX as a Compliance Associate where she was responsible for audits, FINRA filings of Mutual Fund advertisements, and assisting newly registered persons of the firm to obtain additional FINRA licenses. "Cherice is passionate about providing excellent service to Mercer Advisors clients as well as supporting the team. During her spare time, Cherice enjoys hiking, fishing, philanthropy work, and spending time with family and friends.

David Ricci

Regional Vice President

David Ricci

David Ricci

Regional Vice President

David began his career in financial services in 2012. He's passionate about helping clients define what success looks like and how they can fulfill their unique financial purpose. His professional experience includes roles as Financial Consultant at Fidelity Investments and Senior Financial Advisor at Vanguard, and he's held senior leadership positions in wealth management. David graduated from Colorado State University with a bachelor's degree in economics, and he has CERTIFIED FINANCIAL PLANNER™ certification. He resides in Mesa (Arizona) with his wife and their three children and enjoys all things outdoors and fitness.

See our entire team

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.