Meet David
David is a Sr. Wealth Advisor and Managing Director based in the Mercer Advisors Scottsdale, Arizona office. He joined the firm in 2016 after serving seven years at Meristem, an independent advisory firm in Minneapolis, Minnesota. David became a Wealth Advisor in 2012. He graduated from the University of Minnesota-Duluth with a degree in finance and holds a master’s degree in financial planning from the College for Financial Planning. He is a CERTIFIED FINANCIAL PLANNER® professional and holds the Chartered Retirement Planning CounselorSM, Master Planner Advanced Studies, and Accredited Behavior Finance ProfessionalSM designations.
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:
- Financial strategy for clients who are divorced and divorcing, including asset division and long-term planning
- Helping new families shift financial priorities while building a strong foundation for the future
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Guiding clients through living in retirement with steady income and smart planning
- Relocating in retirement with a clear financial strategy
His working style
David is know for his thoughtful questions, calm presence, and ability to simplify complex decisions. He loves building relationships grounded in trust, transparency, and a shared sense of purpose. If you value collaboration and want a steady hand through big financial decisions, David’s a good fit for you.
David in real life
What keeps you busy outside of work?
My family keeps me busy. I love being a dad and spending time with my wife, Veronica, my daughter, Cohen, and my son, Maverick.
How do you give back?
I am a board member and treasurer for Helping Hands for Single Moms. I love the challenge of helping the organization grow and deepen its impact in our local communities.
Why do you like working at Mercer Advisors?
Everything starts and ends with the client in mind. That has been the culture since I joined in 2016.
David’s snapshots
Meet David’s Teammates
Kevin Jack
Executive Managing Director
What David Says
If I ever need to be reminded of the work we do in helping our clients, Kevin is one of my first calls. His client-first attitude is infectious and breeds excitement for the mission of providing guidance toward Economic Freedom™.
Cherice Bradley
Sr. Client Service Specialist
What David Says
Whenever we need to get something done for our clients, I know I can count on Cherice to find a solution.
Nancy R. Hudak
Director, Client Service
What David Says
I have worked closely with Nancy for nearly a decade and when something particularly challenging comes up in the process of serving clients, I know she’ll be able to find a way to get it done!
Susy Gibo
Sr. Client Development Associate
What David Says
Susy is a true professional when it comes to onboarding new clients at Mercer Advisors. Her care and attention to detail provides a great first experience for our new clients.
Articles by David
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The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm evaluates best practices, such as service models, investing models, compliance records as well as revenue trends, assets under management and industry experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology (see ranking criteria/methodology via the “Read More” links). No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.