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James Telfer

Wealth Advisor, Director

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James started his financial planning career in 2015, helping international expats in Paris, France understand the complex world of cross-border planning. He then immigrated to Houston, Texas, and in 2018 joined Mercer Advisors focusing on investment analysis and complex estate planning strategies. James enjoys leveraging financial technologies so he can deliver holistic solutions for his clients, and in turn, help them achieve their life goals. He is a CERTIFIED FINANCIAL PLANNER™ professional and a graduate of the University of Liverpool. He, and his wife Hailey, who teaches AP English to high school seniors, re-located to Denver, Colorado in the summer of 2022. They love travelling the world and doing all-things outdoors with their two rescues Kleo and Ziggy. James is also an avid English Premier League fan and enjoys waking up in the early hours to cheer on his favorite team, Arsenal.


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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610 Main Street
Suite 15
Frisco, Colorado 80443

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