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When can you enjoy everything you’ve worked for?

Welcome to a different kind of wealth management in Springfield

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 Springfield area

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

Brent Singleton

Sr. Wealth Advisor, Director

Brent Singleton

Brent Singleton

Sr. Wealth Advisor, Director

Brent has been helping families achieve financial independence for over 18 years. He is a Springfield native and received a Bachelor of Science from the United States Air Force Academy and a Master’s in Business Administration from Drury University. Prior to working as a Wealth Advisor, Brent served as an officer and Hospital Administrator in the US Air Force as well as the Director of Operations for Precision Stainless/ITT Industries. He has served in many volunteer leadership positions to include the Springfield Branson National Airport Board of Directors, Discovery Center of Springfield Board, Sporting Springfield Soccer Club Board, Cox College Board, and Deacon/Elder with First & Calvary Presbyterian Church. Brent and his wife Mindy are proud parents to Hayley, Lauren and Connor.

Dean Young

Sr. Wealth Advisor

Dean Young

Dean Young

Sr. Wealth Advisor

MS™, CFP®, CRPS®

dyoung@merceradvisors.com

Dean has been involved in personally assisting families and small businesses plan and grow their assets for nearly 40 years. His experience in all areas of financial planning has been utilized successfully by many and he has mentored a number of successful financial advisors. Dean has a Bachelor of Science degree from Missouri State University, and a Master of Science degree from the College for Financial Planning. In 1988 he earned the CERTIFIED FINANCIAL PLANNER™ certification. Dean enjoys serving on area non-profit boards and currently sits on the Boys & Girls Clubs of Springfield board where he is Past President. Dean and his wife Mary have 4 children and numerous grandchildren.

Mike Sharp

Sr. Wealth Advisor

Mike Sharp

Mike Sharp

Sr. Wealth Advisor

CFP ®, MBA, CLTC ®

msharp@merceradvisors.com

Mike has succeeded in a variety of roles and disciplines during his career, which has been critical in shaping his approach to understanding and ensuring clients are best situated toward achieve their financial goals and objectives. In addition to his experiences as an Air Force Officer, his experience ranges from running large programs at fortune 500 companies to leading multi-national engineering teams in the financial software industry. This affords Mike the ability to assist his client is a wide variety of areas, ranging from Compensation structure / negotiation while employed, to tax and distribution planning during retirement. All of which results in enabling clients to confidently navigate the various financial challenges and decisions they face along their financial journey.

Prior to joining Mercer Advisors, Mike spent the first 5 years of his career as an officer in the US Air Force, 2 years as a consultant with Arthur Anderson, the next 12 years in the financial software industry working for Intuit, the last 6 years as a Partner with the wealth management firm Heim, Young & Associates, Inc. He is married with 4 children, a sports enthusiast, and a member of Holy Trinity Church.

Dennis Heim

Sr. Wealth Advisor

Dennis Heim

Dennis Heim

Sr. Wealth Advisor

CFP®, CRPS®

dheim@merceradvisors.com

Dennis was a co-founder of Heim, Young & Associates, Inc. which was acquired by Mercer Advisors in 2022. He graduated from Missouri State University with a Bachelor of Science in Business and has over 37 years of experience. Dennis’ designations include CERTIFIED FINANCIAL PLANNER™ professional, and Chartered Retirement Plan Specialist™. Dennis is actively involved in the community, including Sunrise Rotary of Springfield, where he has been a member for 35 years and served as chairmen for a variety of committees. Other community activities include Cox Health Board of Directors, where he served as Chairman of the Board. Mo Sports Hall of Fame Board of Directors, and Children’s Miracle Network Campaign Committee. Dennis and his wife, Anne, have 2 girls. Dennis enjoys playing golf, reading, and spending time with his family.

Holly Gray

Sr. Wealth Advisor

Holly Gray

Holly Gray

Sr. Wealth Advisor

Holly has been helping individuals grow and preserve wealth for over 20 years. Her expertise has allowed her to develop customized financial plans for clients which include areas such as retirement planning, investment management, estate planning, tax planning, and risk management. Her passion is driven by her relationships with her clients and the desire to help families plan for a successful retirement. Holly graduated with a Bachelor of Science in General Business from Missouri State University. She started her career with Heim Young & Associates in 2001 and obtained the CERTIFIED FINANCIAL PLANNER™ certification in 2012. In 2017 she became a partner of the firm where she assisted with servicing and advising clients, assisting with marketing efforts, and managerial tasks. Holly serves on the Board of Directors for Ozarks Food Harvest and is a Director with the Greene County Estate Planning Council. Holly and her husband live in Nixa, Missouri and are the proud parents of two boys. She loves camping with her family at the lake, cooking, and reading.

Jeff Bilberry

Sr. Wealth Advisor

Jeff Bilberry

Jeff Bilberry

Sr. Wealth Advisor

Jeff began his career in financial planning and wealth management in 2006. He joined Heim, Young & Associates in 2007, helped open a new office in Branson, MO in 2009 and became a partner in 2018. He is a CERTIFIED FINANCIAL PLANNER™ professional, focusing on comprehensive financial planning and wealth management. In 2022 he joined Mercer Advisors as a Senior Wealth Advisor to continue to help clients achieve their financial goals, while providing additional wealth management and planning resources. He is actively involved with many charitable organizations, including the Branson-Hollister Rotary Club, The Grove Christian Church and Boys & Girls Club of the Ozarks. His hobbies include golf, music, drums, travel and loves spending time with his wife, Darci and two daughters enjoying the Ozarks.

Kaz Woodward

Financial Planner

Kaz Woodward

Kaz Woodward

Financial Planner

Kaz began his career in the financial services industry in 2016. He graduated from Missouri State University with a Bachelor of Science in Personal Financial Planning. He holds the FINRA Series 66 License and is a CERTIFIED FINANCIAL PLANNER™ professional. He enjoys working with individuals and families to address their comprehensive financial planning needs. He feels that it is critical to stay up to date with the fast paced and evolving financial services industry. He believes that he is able to accomplish this through participating in third party continuing education courses and fully utilizing the education programs provided by Mercer Advisors for their Wealth Management teams. Kaz is from the Southwest Missouri area and enjoys the lake, camping, and sporting events with his wife, daughter, and son.

Ethan Wallace

Financial Planner

Ethan Wallace

Ethan Wallace

Financial Planner

Ethan graduated from the University of Missouri where he earned a Bachelor of Science in Personal Financial Planning. He began his career in the financial services industry in 2018, he holds the FINRA Series 66 License and is a CERTIFIED FINANCIAL PLANNER™ professional. Ethan is authorized by the Certified Financial Planner Board of Standards (CFP® Board) to use the certification marks CFP® in accordance with CFP® Board certification and renewal requirements. These marks identify those individuals who have met the rigorous education, examination, experience and ethical requirements of the CFP® Board. Ethan lives near Springfield, Missouri with his wife, son, and their two German Shepherds. On the weekends they love to play golf, go fishing, and spend time with family.

Nick McDowell

Financial Planner

Nick McDowell

Nick McDowell

Financial Planner

Nick began his career in the financial service industry in 2017 as an Associate Financial Advisor. Prior to joining Mercer Advisors in 2022 he worked for multiple firms in Southwest Missouri helping families and small businesses achieve their financial goals. This previous experience has helped Nick continue to excel in supporting and servicing clients so that they may feel more secure in their financial wellbeing. As a financial planner with Mercer Advisors, Nick provides comprehensive & uniquely tailored financial plans to clients across the nation. Nick graduated from Missouri State University with a Bachelor’s in Finance and he is also a CERTIFIED FINANCIAL PLANNERTM professional who holds his FINRA Series 66. In his free time he enjoys playing games with his friends and family.

Jonathan Vance

Associate Financial Planner

Jonathan Vance

Jonathan Vance

Associate Financial Planner

Jonathan joined Mercer Advisors as part of the HYA Advisors acquisition. At HYA, he started as a Wealth Management Intern until he began working full time as a Client Service Associate. He takes pride in delivering high-quality work in a timely manner. Prior to starting his financial career, Jonathan graduated from Missouri State University with a bachelor’s degree in Finance with a personal financial planning emphasis. He is currently pursuing the CFP® certification. Jonathan enjoys furthering his relationship with clients while helping create solutions for their long-term financial goals. Outside of the office, he enjoys watching football, duck hunting, and travelling to anywhere with a beach.

Haiden Bowman

Regional Service Manager

Haiden Bowman

Haiden Bowman

Regional Service Manager

Haiden offers over 10 years of experience in the financial service industry. She began her career at the age of 18 with an independent comprehensive wealth management firm in Springfield, Missouri. There she earned experience working as an Administrative Assistant, Operations Assistant, Client Service Associate, Client Service Manager and Client Service Director. Haiden’s experience and broad expertise contributes to her ability to identify complete solutions for clients. She continues to develop her passion for helping clients achieve their financial objectives and leads a team of service specialists providing high-quality customer service and elevated support to individuals and families. During non-business hours, Haiden can be found volunteering with local non-profit organizations, spending time outdoors, or spending time with friends and family.

Amanda Reed

Sr. Client Service Specialist

Amanda Reed

Amanda Reed

Sr. Client Service Specialist

Amanda joined Mercer Advisors in November 2022, with over a decade of experience in the financial services industry. After a brief period in a different industry, she rejoined her team in Springfield, Missouri, dedicated to delivering top-notch service and support to clients. With an eye for detail and a penchant for problem-solving, Amanda strives to always support her team and be someone whom clients can rely on. Outside of work, she enjoys adventures with her husband, two stepdaughters, and two very troublesome cats.

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.