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Emily Messegee

Wealth Advisor, Sr. Director

Emily Messegee joined Mercer Advisors via the acquisition of Summit Wealth Advisors, Inc.

CFP®

emessegee@merceradvisors.com

970.468.8800

With her BA in Studio Art & Fashion Merchandising from California State University-Long Beach, Emily moved to Colorado in the early 2000s, to manage a boutique investment management and financial planning firm, Summit Wealth Advisors, where she became a partner; in 2020, Mercer Advisors acquired the firm. Emily holds an MBA from the University of Colorado, Denver and the CERTIFIED FINANCIAL PLANNER™ certification. At Mercer Advisors, she specializes in strategic financial planning, philanthropic giving, and estate planning. Through the InvestHERs initiative, she promotes women’s financial empowerment. As a former Morocco Peace Corps volunteer, Emily now serves Denver’s Junior League board, the Summit County Rotary Club, and The Summit Foundation. An outdoor enthusiast, Emily was a top female finisher in the Leadville Trail 100 Run.

Boulder

2595 Canyon Boulevard
Suite 320
Boulder, Colorado 80302

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Denver

1200 17th Street
Suite 500
Denver, Colorado 80202

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Denver - Tech Center

5613 DTC Parkway
Suite 650
Greenwood Village, Colorado 80111

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Frisco

610 Main Street
Suite 15
Frisco, Colorado 80443

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