Meet Bryan
Bryan is a Regional Vice President based in Albuquerque, New Mexico. He finds motivation in making an impact in people’s financial lives. In his role, he helps prospective clients determine if Mercer Advisors is a good fit for them. Bryan joined Mercer Advisors after serving as Managing Director at Square 72 Investments. Previously, he served five years as Financial Consultant at Fidelity Investments and two years as Associate Broker at Allen Sigmon Real Estate Group. Bryan earned a B.S. degree in psychology from the University of Oregon.
His working style
Bryan is known for his friendly, consultative approach and his ability to make complex decisions feel clear and approachable. He brings a thoughtful balance of drive and kindness and a strong commitment to the fiduciary standard. Focused on education and long-term relationships, Bryan prioritizes building trust and helping clients feel confident every step of the way.
Bryan in real life
What keeps you busy outside of work?
Family is at the center of everything I do. Outside of work, I spend most of my time with my wife and our seven kids, enjoying time together and staying involved in their many interests and activities.
Any words you try to live by?
“The greater danger for most of us lies not in setting our aim too high and falling short; but in setting our aim too low and achieving our mark.” — Michelangelo
Why do you like working at Mercer Advisors?
I enjoy working at Mercer Advisors because of our unwavering commitment to a client-centric approach and the continued growth of our in-house capabilities. Combined with a team of thoughtful, highly knowledgeable professionals, it creates an environment where we’re constantly improving how we help clients navigate complex financial decisions.
Bryan’s snapshots
Meet Bryan’s Teammates
Sean Heidig
Wealth Advisor
What Bryan Says
What stands out about working with Sean is his focus on outcomes — he keeps the team aligned and helps ensure every decision ties back to what’s right for the client.
Kent Thomson
Regional Vice President
What Bryan Says
Kent has a unique ability to bring people together around a common goal: achieving the best possible outcome for the client. That clarity makes collaboration easy.
Adam Oliver
Wealth Advisor
What Bryan Says
What I appreciate most about working with Adam is how he brings clarity to complex situations and keeps everyone aligned — clients feel it, and it elevates the entire team.”
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