Meet Dave
Dave is a Wealth Advisor based in Bend, Oregon. He joined Mercer Advisors through the acqusition of his individual practice with Integrated Partners. Dave began his financial services career with American Express Financial Advisors (later Ameriprise Financial) in 2019. Before serving individual families, he worked as a process controls engineer, designing and installing commercial automation systems, and as a technical support engineer for a semiconductor manufacturing company. Dave is a CERTIFIED FINANCIAL PLANNER® professional, Chartered Financial Consultant®, Chartered Life Underwriter®, and a Tax Planning Certified Professional®.
Dave’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, Dave has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Support for business owners, from growth and succession to liquidity events and legacy planning
- 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
- Switching careers while keeping your finances aligned and on track
His working style
Dave begins every engagement by understanding what matters most to clients — their values, priorities, and the life they’re building. Through a collaborative, transparent approach, he helps clients translate those values into clear goals and resilient strategies that bring structure to uncertainty. Known for bringing clarity to complexity, he guides thoughtful decision‑making and supports clients with care and persistence as their lives and circumstances evolve.
Dave in real life
What’s one thing you are surprisingly good at?
Being a father.
What keeps you busy outside of work?
I spend time practicing taiji and riding my motorcycle.
Why do you like working at Mercer Advisors?
It’s a collaborative environment where the team is dedicated to delivering client solutions.
Dave’s snapshots
Articles by Dave
Tax Benefits of Employing Your Children in Your Business
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