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 PLANNER^TM certification as well as the Chartered Retirement Planning Counselor^SM 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.

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.

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 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 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 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.

Nancy began her career in the financial services industry in 1993. Prior to joining Mercer Advisors in 2009, she worked at Charles Schwab & Co. where she gained vast experience in project management, communications, reporting, customer service, and administration. Nancy will apply her skill set to support the Scottsdale branch in helping clients fulfill their financial goals. She holds the FINRA Series 65 License.

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 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.

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 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.

Kevin began his career in the financial services industry in 2003, working for UBS and then Wells Fargo Financial. As Managing Director, Kevin ensures client service and financial planning standards are met and maintained. He also enjoys helping his clients achieve their vision by bringing together such diverse elements as investments, pension plans, insurance, tax management, and estate planning in a comprehensive plan. Kevin graduated from the University of Arizona with a degree in Economics and a minor in Business Administration. He also holds the FINRA Series 65 License. Kevin resides in Orange County with his wife and three children.