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.

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 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.

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 began his career in the financial services industry after graduating from Missouri State University with a bachelor's degree in finance. He has obtained the CERTIFIED FINANCIAL PLANNER™ certification and holds the FINRA Series 66 license. Before becoming part of Mercer Advisors in 2022, Nick honed his expertise by collaborating with various firms in southwestern Missouri, dedicating himself to assisting families and small businesses with their financial aspirations. Driven by personal growth and transformation, Nick has become a steadfast pillar of support and service for his clients. He illuminates their path, enabling them to navigate life's complexities with clarity, purpose, and unwavering focus on what truly matters. Beyond his professional endeavors, Nick finds solace in exploring the world with friends, honing his golf skills, and cherishing moments on the lake with his beloved family.

Blake strives to provide exceptional and accountable client service for multiple wealth management teams. He is goal-driven, whether that be individually or in a team environment. Blake is motivated by being part of a team that is able to put our clients at ease with our efficient and reliable service. He is passionate about building relationships with clients while helping them achieve financial freedom. Before joining Mercer Advisors, Blake worked at O’Reilly Auto Parts Corporate office in the Finance department. He recently graduated from Missouri State University in 2020 with a Bachelor’s degree in Finance. He is currently working towards obtaining the CFP® certification to become a CERTIFIED FINANCIAL PLANNER™ professional. In Blake’s free time he enjoys golfing and watching Cardinals baseball and Eagles football.

Amber focuses on providing extraordinary client service and enjoys working to meet the client’s financial goals and believes “Your future is created by what you do today.” She enjoys working and supporting her team with client service activities. She began her career in the financial services industry in February 2021 at Heim Young & Associates in Springfield, MO. Prior to working in the financial services industry, Amber was working as an accounting manager using her Associates of Science degree at a manufacturing business in Forsyth, MO. Outside of the office Amber enjoys hiking, boating, watching the St Louis Blues hockey team and spending time with her family, friends, and fur babies.

Stacy has over 20 years of customer-service experience across multiple industries, such as automotive remarketing, banking, and real estate. She strives to provide exceptional service to all clients to ensure they have the best-possible customer experience. Stacy has a master's degree in business administration from University of Phoenix. When not working, she loves to read, travel, and spend time with her family and friends.

Haylie is dedicated to surpassing client expectations and cultivating strong professional relationships. She is constantly inspired by Wayne Gretzky's quote, "You miss 100% of the shots you don't take." As the initial point of contact for clients, Haylie is committed to making everyone feel appreciated, valued, and welcomed. In 2020, she began her journey in financial services, subsequently becoming a valuable member of Mercer Advisors in 2022. Outside the office, she enjoys basking in the sunny outdoors.

Jessica is committed to establishing and maintaining strong client relationships while providing exceptional customer service. She has dedicated a vast majority of her career to growing and supporting teams. Jessica joined Mercer Advisors in October of 2022 and holds a bachelor's degree in Business Administration from the University of Missouri - Columbia. Outside of work she enjoys a variety of outdoor activities including visiting local lakes and rivers. She cherishes her close-knit family and enjoys spending time with them and her friends.

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.

Lucas has been providing high-net worth families with investment management guidance, trust design, and comprehensive financial planning since 2014. As Regional Vice President, Lucas is responsible for introducing new and prospective clients to Mercer Advisors and enjoys mapping out holistic wealth management strategies that help clients achieve their economic freedom. Prior to Mercer Advisors, Lucas oversaw trust services at FIM Group, which he joined after serving as Vice President of Marketing and Sales for a software development company. Lucas earned his B.A. from Rockhurst University and M.A. from Creighton University. He holds CTFA® and CES® designations, in addition to a FINRA Series 65 license. Lucas lives in La Crosse, WI with his wife and their two young children.