Meet David
David is a Wealth Advisor based in Denver, Colorado. He joined Mercer Advisors with 20 years of experience in the wealth management industry, including 17 years as an advisor at Wells Fargo Advisors. He earned a B.A. in history from Colorado State University and is a CERTIFIED FINANCIAL PLANNER® professional. David finds purpose in helping clients recognize that their goals are within reach, often bringing a sense of relief and confidence to their financial lives.
David’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, David has focused experience in these areas:
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Guiding farm owners through succession, liquidity, and preserving multi-generational assets; specializing in timber harvests
- Multi-generational planning that aligns with your values and minimizes tax impact
- Guiding clients through living in retirement with steady income and smart planning
- Advising physicians with insurance, debt, and investment strategies
- Planning for retirement, from high-earning years to long-term income strategies
His working style
David is known for his calm demeanor, listening skills, and his desire to educate his clients about their financial lives. He loves the process of building long-term relationships centered on trust and transparency while guiding clients toward their goals. His approach helps clients feel confident and informed as they navigate important financial decisions.
David in real life
What makes you tick?
What makes me tick as an advisor is building lasting relationships rooted in trust, educating clients so they feel confident in their decisions, and collaborating with a team to help bring every part of their financial life into focus.
Why do you like working at Mercer Advisors?
At my previous firm, one of my most demanding roles was prospecting for new clients. The Mercer Advisors prospecting process is different, and I love working here because we have a unified team that allows me to do more of what I love: spending time with clients and helping them reach their goals.
What keeps you busy outside of work?
Outside of work, I enjoy spending time with my wife and children, traveling, and playing golf.
David’s snapshots
Meet David’s Teammates
Dennis Collins
Partner
What David Says
I love seeing Dennis interact with his clients. His calm demeanor and knowledge are inspiring, and the positive effect they have on his clients is clear.
Julie Logan
Client Service Specialist
What David Says
Julie has an amazing grasp on her responsibilities. Her knowledge and efficiency are instrumental in the success of the Fort Collins office and our clients.
James Telfer
Principal
What David Says
James is enthusiastic about leading his team and serving his clients. Being around him inspires me to be a better team member.
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