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

Kevin Jack

Managing Director

Kevin Jack

Kevin Jack

Managing Director

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.

Corey Bird

Regional Vice President

Corey Bird

Corey Bird

Regional Vice President

Corey began his wealth management career in 2003 as Senior Representative with Woodbury Financial. He worked as a Commercial Real Estate professional for Marcus Millichap in Seattle, Washington before working as a Financial Advisor with Piper Jaffray. Corey moved from Washington to Arizona and joined Rowland Carmichael Advisors as a Wealth Manager in 2007, eventually becoming a partner with the firm in 2017. He joined Mercer Advisors in 2020. Corey's areas of expertise include high net worth financial planning, trust administration, estate planning and life insurance strategies. Most recently Corey worked as a wealth strategist for ultra-high-net-worth families and business owners. He also has a Master's in Psychology and an MBA in Finance obtained from Grand Canyon University. He is a CERTIFIED FINANCIAL PLANNER™ Practitioner, and a Major in the United States Army Reserve. Corey enjoys camping, fishing, hunting and golf.

Marc A. Normann

Regional Vice President

Marc A. Normann

Marc A. Normann

Regional Vice President

Marc began his financial services career in 1998 at Signator Investors. He left the industry to pursue other ventures in 2001 and returned in 2007. Prior to joining Mercer Advisors, he honed his client relationship and strategic investment solution skills in his roles as financial advisor at Edward Jones, investment consultant and then branch manager at TD Ameritrade, and most recently as regional sales manager at Scottrade. Marc applies a solutions-based, value-enhancement approach to his work with both institutional and individual high-net-worth clients. He is passionate about delivering a comprehensive and cohesive wealth management experience. He received his undergraduate degree from Wabash College and holds the FINRA Series 66 License.

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.

Tim Rowland

Sr. Wealth Advisor, Director

Tim Rowland

Tim Rowland

Sr. Wealth Advisor, Director

Tim began his wealth management career in 1987 as founder and Chairman at Rowland Carmichael Advisors, Inc., an Arizona based investment and financial planning firm. His areas of expertise include business owners, their key employees, and high-net-worth families. Tim graduated from the University of Nevada with a Bachelor of Science degree in Marketing and has an MBA in Finance from the Thunderbird School of International Management. He also is a CERTIFIED FINANCIAL PLANNER™ Practitioner, (CFP®). Tim and his wife live in Phoenix, and they have three grown sons, two daughters-in-law and three grandchildren.

David Kerber

Sr. Wealth Advisor, Director

David Kerber

David Kerber

Sr. Wealth Advisor, Director

CFP®, CRPC®, MPAS®

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.

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.

Nancy R. Hudak

Regional Service Manager

Nancy R. Hudak

Nancy R. Hudak

Regional Service Manager

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 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.

Jesse Jackson

Client Service Specialist

Jesse Jackson

Jesse Jackson

Client Service Specialist

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.


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.