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.
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.
They’re here to help you connect all your financial dots
Brent Singleton
Sr. Wealth Advisor, Director
Brent Singleton
Sr. Wealth Advisor, Director
CFP®, AIF®
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
Sr. Wealth Advisor
MS™, CFP®, CRPS®
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
Sr. Wealth Advisor
CFP ®, MBA, CLTC ®
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
Sr. Wealth Advisor
CFP®, CRPS®
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
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
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
Associate Wealth Advisor
Kaz Woodward
Associate Wealth Advisor
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
Associate Wealth Advisor
Ethan Wallace
Associate Wealth Advisor
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
Associate Wealth Advisor
Nick McDowell
Associate Wealth Advisor
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.
Haiden Bowman
Regional Service Manager
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
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.
Amber Tanksley
Client Service Specialist
Amber Tanksley
Client Service Specialist
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.
with one of our talented wealth advisors who’ll help you connect all your financial dots
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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.
with one of our talented wealth advisors who will help you connect all your financial dots
All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
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