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When can you enjoy everything you’ve worked for?

Welcome to a different kind of wealth management in Spokane

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 Spokane area

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

Josh DeForest

Managing Director

Josh DeForest

Josh DeForest

Managing Director

Josh began his career in the financial services industry in 2007. As Managing Director, Josh provides his clients with personalized advice to help meet their unique objectives related to financial planning, investment management, and estate planning. A member of Mercer Advisors Investment Committee, Josh evaluates academic research, provides investment analysis, and helps with manager selection for Mercer Advisors clients. Josh graduated from Westmont College in Santa Barbara, California with degrees in Economics and Spanish.

Jim Czirr

Sr. Wealth Advisor, Director

Jim Czirr

Jim Czirr

Sr. Wealth Advisor, Director

Jim Czirr began his career in financial services in 2013. As a Wealth Advisor, Jim helps high net worth households and regional institutions achieve economic success through financial planning, prudent investment selection, tax planning, and risk management. Jim holds a Bachelor of Arts degree from Whitworth University and a Master of Business Administration from Whitworth University. Jim is a Chartered Financial Analyst® and a CERTIFIED FINANCIAL PLANNER™ professional. Jim is a Past President of CFA Society Spokane and was an adjunct faculty member in finance at Whitworth University from 2020 to 2022.

Brian Norris

Wealth Advisor

Brian Norris

Brian Norris

Wealth Advisor

Brian has more than 30 years of experience in wealth management, working with individuals and families to help build, preserve, and efficiently transfer their wealth. Brian has been a CERTIFIED FINANCIAL PLANNER™ professional since 2014, and obtained the Certified Plan Fiduciary Advisor certification as well. Brian graduated from Washington State University with a degree in finance in 1986. He is a graduate of the Northwest Intermediate Banking School and the Western Agricultural Banking School. Brian is the board chair for Community Frameworks a nonprofit organization whose mission is to create affordable housing as a catalyst to help communities thrive. Born and raised in Spokane, Brian enjoys spending time with friends and his two grown children, as well as skiing, golfing and training as an avid Spartan obstacle racer.

Amy Van Lierop

Associate Wealth Advisor

Amy Van Lierop

Amy Van Lierop

Associate Wealth Advisor

Amy enjoys helping people of all ages and portfolio sizes identify what they really want from life, clarify their financial position, and then work together to develop a simple, actionable plan. She started her career in public accounting, after graduated from Washington State University and then becoming a Certified Public Accountant (CPA). Amy later worked at Providence Health Systems before starting her career in wealth management. Born and raised on a farm in Ritzville, Washington, Amy cherishes time spent with her husband and three sons, being at the lake, gathering with family and friends, and tending to her flock of backyard chickens.

Bradley Anderson

Associate Wealth Advisor

Bradley Anderson

Bradley Anderson

Associate Wealth Advisor

Brad is passionate about building long standing relationships with clients and helping guide them in identifying and achieving their financial goals through comprehensive financial planning. He began his career in the financial services industry in 2010. Prior to joining Mercer Advisors, he worked for Symetra Financial in various roles including Product Development, Sales Management, and Regional Sales Development. Brad graduated from the University of Nevada with a BS degree in Business in 2008 and is also a CERTIFIED FINANCIAL PLANNER™ professional. Outside of work, Brad loves spending his time with his daughters and enjoys biking, hiking, and just about anything else that can be done outdoors.

Alexa Willis

Sr. Financial Planner

Alexa Willis

Alexa Willis

Sr. Financial Planner

Alexa’s passion for people began in high school when she studied abroad in Rennes, France. She went on to earn a degree in Economics and International Relations from Boston University, gaining work experience at both the Overseas Development Institute in London and the Integration Centre in Dublin. After graduating, Alexa held a management position at Seattle’s Union Gospel Mission where she made an impact on homelessness, domestic violence, addiction, and human trafficking in the Seattle area. She began her career with Mercer Advisors in early 2016 and holds the FINRA Series 65 license along with being a CERTIFIED FINANCIAL PLANNER™ professional.

Caylen Colby

Client Service Specialist

Caylen Colby

Caylen Colby

Client Service Specialist

Caylen comes to Mercer Advisors after a career in design, administration, and teaching. He uses his background and education, a Bachelor's degree in Business Administration, to support the team and help clients as they pursue their financial goals. Caylen is committed to establishing and maintaining strong client relationships and exceptional service. In his free time, you might find Caylen enjoying the parks of Spokane or working on home design projects for friends, family, or himself.

Madison Underwood

Client Service Specialist

Madison Underwood

Madison Underwood

Client Service Specialist

Madison joined Mercer Advisors after a brief career as math teacher at Robert Louis Stevenson School, a private boarding school in Pebble Beach, California. Madison graduated Magna Cum Laude with a Bachelor of Science in Mathematics from California State University, Monterey Bay. She is passionate about working with others to realize their personal and financial goals. In her free time, she enjoys playing golf, pickleball, and sand volleyball.

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.