Meet Dave
Dave is Sr. Partner within the Regis Group and is based in Scottsdale, Arizona. He joined Mercer Advisors in 2024 through the acquisition of Waypoint Capital Advisors, which he built and ran for 20 years. Dave began his financial services career in 1981 at E.F. Hutton in New York. He earned a B.S. in economics from the University of Maine and an MBA from Fordham University.
His working style
Dave brings a thoughtful, client-focused approach to every relationship. He takes the time to understand each client’s distinct goals and priorities, offering clear guidance and personalized solutions. Dave is dedicated to building long-term trust and helping clients feel confident about their financial decisions.
Dave in real life
Favorite thing about where you live?
I enjoy Arizona for the beauty of the desert and being able to experience it while horseback riding. I like Maine for the pleasure and relaxation of boating off the coast.
What keeps you busy outside of work?
In my spare time, I enjoy golfing, attending charity events, and spending time in Maine where I grew up on the water.
Why do you like working at Mercer Advisors?
At Mercer Advisors, I have the satisfaction of helping families achieve their goals.
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