Brian P.A. Estep

Brian thrives in collaborating with clients to guide and educate them. He joined Mercer Advisors in November 2024, bringing 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 Bachelor of Science in finance, concentrating in personal financial planning. He holds several credentials that enhance his ability to provide comprehensive planning and investment guidance as a CERTIFIED FINANCIAL PLANNER® Professional, a Certified Investment Management Analyst® Professional, and an Accredited Investment Fiduciary® designee. A Colorado native and a resident of Northern Colorado for more than 20 years, Brian lives in Livermore with his wife and two children. When he’s not in the office or working on DIY projects at home, you can find him in the mountains as a hunter, angler, and avid camper. He also volunteers for the Fort Collins chapter of Trout Unlimited.