Meet Brian
Brian is a Sr. Wealth Advisor based in Spokane, Washington. He joined Mercer Advisors in 2021. Brian has been a CERTIFIED FINANCIAL PLANNER® professional since 2014 and holds the Certified Plan Fiduciary Advisor certification. 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’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Brian has focused experience in these areas:
- Multi-generational planning that aligns with your values and minimizes tax impact
- Financial strategy for clients who are divorced and divorcing, including asset division and long-term planning
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Guiding clients through living in retirement with steady income and smart planning
- For business owners, advice on selling your business to help maximize value — and plan what comes next
His working style
Brian is known as a strategic partner — collaborating closely with clients and other advisors to align investments, taxes, estate planning, and risk management into one cohesive strategy. He believes good planning comes from good communication and long-term trust.
Brian in real life
Favorite thing about where you live?
I love Spokane and the entire Pacific Northwest, having lived in eastern, western, and central Washington. We have so many amazing outdoor activities, lakes, and sporting events, along with great people!
What keeps you busy outside of work?
While I enjoy activities such as golf, snow skiing, and traveling the country doing Spartan obstacle course races, nothing beats spending time with my family.
Any words you try to live by?
Albert Einstein is famously quoted as saying, “Compound interest is the eighth wonder of the world.” In addition to wealth, I believe the power of compounding works in other areas of our life when we put intentional focus over long periods of time including our relationships, our health, and our faith.
Meet Brian’s Teammates
Renalyn Benner
Sr. Client Service Specialist
What Brian Says
Ren works tirelessly to ensure our clients’ every need is being met on time, helping us keep the promise we make to our clients every day!
Mia Boteler
Client Service Specialist
What Brian Says
Mia not only takes care of client requests, but she supports me operationally behind the scenes with projects that help improve our clients lives!
Grant Habersetzer
Financial Planner
What Brian Says
Grant is my local Financial Planner who analyzes data and works building out plans to help ensure our clients have the best chance of meeting their goals and objectives. For many clients this is not about concern of running out of money but it is about defining spending goals, gifting, and a well thought out legacy strategy.
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