Meet Brian
Brian is a Regional Vice President based in Frisco, Colorado. He joined Mercer Advisors in 2023 after 10 years as Sr. Vice President at Personal Capital, an Empower company. In his role, Brian helps prospective clients gain clarity and confidence around decisions that matter to their lives and families. Brian earned a B.S. degree in economics from State University of New York Oneonta.
His working style
Brian is known for his consultative approach, helping prospective clients and their families gain a clear understanding of their financial picture. He guides them through a comprehensive assessment to identify where Mercer Advisors can add value through a personal financial plan, integrating tailored investment strategies, proactive tax planning, risk management solutions, estate planning, and other purpose‑driven planning needs.
Brian in real life
What makes you tick?
Spending time with family and having outdoor adventures.
What keeps you busy outside of work?
My two girls, Colette and Brooklyn.
Why do you like working at Mercer Advisors?
Our family‑office-style approach provides one coordinated point of guidance across all areas of your financial world.
Brian’s snapshots
Meet Brian’s Teammates
Grant Wilson
Manager, Wealth Strategist
What Brian Says
Grant’s ability to forensically evaluate every component of a financial plan and uncover optimization opportunities is exceptional. His work underscores the strong connectivity and collaboration across the teams at Mercer Advisors.
Ryan Badger
Sr. Wealth Advisor
What Brian Says
Ryan and I have helped high‑net‑worth families navigate the complexities that come with larger balance sheets. Together, we strive to bring clarity and confidence to the planning process, helping clients understand that while their financial situations may be complex, our goal is to develop a thoughtful plan that is built specifically for them.
Joshua Fremit
Wealth Advisor
What Brian Says
Joshua and I frequently work with families to help simplify the financial planning process, offering understand and assurance while building tailored plans that reflect each client’s distinct goals and circumstances.
Michael Raidt
Principal
What Brian Says
Michael’s leadership anchors our work with families whose financial situations require thoughtful coordination and expertise. He strives to bring clarity and confidence to the process, helping ensure each strategy is carefully tailored to the client.
Kathi McMahon
Wealth Advisor
What Brian Says
Kathi and I have guided many families that have significant wealth, helping them see that while their finances may be more intricate, we can help them have a thoughtful, strateic plan for managing their assets.
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