Meet Garrett

Garrett is a Wealth Advisor based in Henderson, Nevada. He joined Mercer Advisors in 2022. Prior, he spent four years as an Associate Advisor with Capitol Family Office, a Beaverton, Oregon firm. He began his wealth management career at Fidelity Investments. Garrett earned his B.S. degree in personal financial planning from Utah Valley University and is a CERTIFIED FINANCIAL PLANNER® professional.

Garrett’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, Garrett has focused experience in these areas:

Planning for retirement, from high-earning years to long-term income strategies
Helping new families shift financial priorities while building a strong foundation for the future
Concentrated stock positions that require strategic diversification and tax efficiency
For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
After a layoff, helping clients protect what they’ve built and chart a path forward

His working style

Garrett takes the time to understand what truly matters to you. Together, you’ll build a financial plan that reflects your unique goals — not a one-size-fits-all solution. Your priorities shape a personalized strategy that’s designed to be actionable, so you can focus on living your life with confidence and reassurance.

Garrett in real life

What keeps you busy outside of work?

My family keeps me busy. I am married with two young boys.

Favorite thing about where you live?

I live in the Las Vegas, Nevada area. I appreciate being close to so many outside activities. Hiking opportunities are everywhere! I love that if I’m outside, I’m in the sunshine.