Brian Estep, Wealth Advisor

Brian Estep

CFP®, CIMA®, AIF®
Wealth Advisor

A good financial plan is more than just data — it’s an instruction manual designed to turn your wealth into opportunities.

Meet Brian

Brian is a Wealth Advisor based in Fort Collins, Colorado. He joined Mercer Advisors in 2024 through the acquisition of Chapel & Collins Wealth Management. He has a wealth of experience in financial services since 2010, having worked with a variety of banks and planning firms, both large and small.

Brian graduated from Colorado State University with a B.S. degree in finance, concentrating in personal financial planning. He is a CERTIFIED FINANCIAL PLANNER® professional, a Certified Investment Management Analyst® professional, and an Accredited Investment Fiduciary® designee.

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:

His working style

Brian is empathetic and relatable. He thrives in collaborating with clients to guide and educate them.

Brian in real life

What keeps you busy outside of work?

Spending time outdoors with my wife and kids. We are usually camping, adventuring, or fishing.

What makes you tick?

The appreciation I have for my own family shapes the way I aim to work with the families that we serve.

Favorite thing about where you live?

The greater Fort Collins area is such a great hub for the outdoors, from Rocky Mountain National Park to the Cache La Poudre river. There’s endless opportunity to get outside.

Meet Brian’s Teammates

At Mercer Advisors, we operate as a unified team. Get to know the teammates Brian counts on — and how they work together to support you.
Nicole Hankins

Nicole Hankins

Sr. Client Service Specialist

What Brian Says

Nicole is the engine that makes our team hum. Her dedication to supporting clients efficiently, and with clarity in communication, is invaluable.

Ready to learn more?