Meet Gaby
Gaby is a Wealth Advisor based in Denver, Colorado. She joined Mercer Advisors in 2018 and advanced through roles in investment operations, client service, and financial planning before becoming a Wealth Advisor. She serves on the Mercer Advisors Investment Committee, ESG Investments Subcommittee, and the InvestHERS Steering Committee. She also leads the Financial Literacy employee program.
Gaby’s expertise revolves around deep-rooted passion for empowering professionals and families of all backgrounds, serving the unique planning needs of women investors, and ESG and values-based investing. Gaby earned a BBA degree in financial planning from the University of Akron. She is a CERTIFIED FINANCIAL PLANNER® professional and a Chartered SRI CounselorSM.
Gaby’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, Gaby has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Supporting women entrepreneurs navigating ownership, growth, and personal wealth
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- For women breadwinners, financial strategies to support their families and long-term goals
- Aligning portfolios with purpose for clients pursuing values-based investing
Her working style
Gaby can translate complex strategies into clear, actionable guidance for clients. She takes time to understand their goals and concerns, ensuring every recommendation aligns with their long-term vision and values. Gaby is great at using numbers to tell the story and helping clients make a decision.
Gaby in real life
What keeps you busy outside of work?
Hiking, running, snowboarding, and spending time in the Rocky Mountains with my three goofy dogs.
What makes you tick?
Family, nature, and faith.
Why do you like working at Mercer Advisors?
We have a commitment to the clients we serve as well as to each other, and giving back to the communities where we operate.
Gaby’s snapshots
2024 InvestmentNews Women to Watch Awards: The award recognizes the achievements that measurably advanced women in all aspects of the investment industry, at employers of all sizes. The organization invited individuals to nominate themselves or third-party candidates and/or companies who exemplified these outstanding accomplishments through their leadership, passion, creativity, and willingness to help others along the way. There was no fee to submit a nomination, and only the online nomination form was accepted. Nomination submissions provided an opportunity to address the category criteria in detail.
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 they 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. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.
Meet Gaby’s Teammates
Vivian Covert
Client Service Specialist
What Gaby Says
Vivian supports our clients with excellence, understanding, and speed!
Nina Hernandez
Client Service Manager
What Gaby Says
Nina is a rock star at solving problems, uplifting teammates, and helping clients accomplish urgent tasks.
James Telfer
Principal
What Gaby Says
James is as passionate in helping his colleagues achieve success as he is in helping his clients achieve Economic Freedom™!
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