David Simpson began his financial services career in 2000. Prior to joining Mercer Advisors, he held various roles working with individual investors as well as retirement plan participants. He has a strong interest in working with clients to help them achieve their financial objectives David graduated with a Bachelor’s degree in Finance from San Diego State University and an MBA in Global Management with an emphasis in finance from Thunderbird School of Global Management. He holds the CFA® Charter and is a member of the CFA Society of Seattle. When not in the office, David enjoys spending time with his wife, playing golf, and volunteering.