Meet David
David is a Regional Vice President based in Denver, Colorado. He joined Mercer Advisors in 2024, after serving at Personal Capital, an Empower Company. In his role, David meets with prospective clients to educate them about the services Mercer Advisors offers and help determine if the firm is a good fit, after which he can match them with the right Wealth Advisor. He entered the financial services industry after the dot‑com bubble and has since helped guide clients through multiple market cycles, including the financial crisis and COVID. Those experiences shape his focus on helping clients prepare for inevitable market shifts with clarity and confidence. David earned a B.A. degree in English from the University of Colorado at Boulder. He also holds the FINRA Series 65 license.
His working style
David is known for his consultative approach, helping prospective clients and their families gain a clear understanding of their current financial picture. He guides them through a comprehensive assessment to identify where Mercer Advisors can deliver a personalized financial plan — integrating the appropriate investment strategy, tax planning, risk management solutions, and estate planning, along with other purpose‑driven planning needs.
David in real life
What keeps you busy outside of work?
Family, fitness, and music!
Why do you like working at Mercer Advisors?
We offer a family office style approach that helps clients have a single conductor to their financial orchestra!
Favorite thing about where you live?
Colorado was a second home of sorts until we made it our primary home in 2012 — come for the winters, stay for the summers!
Meet David’s Teammates
John Freemire
Wealth Advisor
What David Says
John and I have partnered across many client relationships to help ensure a smooth transition from the accumulation years into retirement and income planning. His thoughtful, measured approach consistently resonates with clients and helps inspire confidence in both their overall plan and long‑term financial well‑being.
Brett Landstrom
Partner, Sr. Wealth Advisor
What David Says
Brett and I have helped numerous high‑ and ultra‑high‑net‑worth families navigate the complexities that come with larger balance sheets. Together, we bring clarity and confidence to their planning, helping them understand that while their financial situations may be more intricate, their desire for confidence and reassurance is the same as any family we serve.
Grant Wilson
Manager, Wealth Strategist
What David Says
Grant’s ability to forensically evaluate every component of a financial plan and uncover opportunities for enhancement and optimization is exceptional. His work highlights the connectivity and integration across the teams at Mercer Advisors.
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