Meet John
John is a Wealth Advisor based in Bloomington, Minnesota. He joined Mercer Advisors in 2024. He started his career at Charles Schwab in 1999, followed by trading futures on the Chicago Board of Trade and Eurex, building and running a third party asset manager and investment consultancy for 18 years. Most recently, he built and ran a holistic financial planning practice alongside the third party asset manager. John earned a MBA from University of St. Thomas. He is a CERTIFIED FINANCIAL PLANNER® professional.
John’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, John has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Concentrated stock positions that require strategic diversification and tax efficiency
- Aligning portfolios with purpose for clients pursuing values-based investing
His working style
John’s approach is calm, candid, and prepared. He shows up organized, with the hard thinking done and the next steps ready. He earns trust through listening, transparency, and steady follow‑through. John cares about outcomes that reflect your values — family, impact, time — just as much as the numbers.
John in real life
What keeps you busy outside of work?
I’m passionate about staying active and connected to the outdoors, whether it’s fly fishing, road cycling, mountain biking, alpine skiing, yoga, bird watching, or heading out on canoe trips and backpacking adventures.
How do you give back?
Giving back is a core part of who I am. I serve on the Ronald McDonald House Charity’s Investment Committee, helping ensure resources are available to support families during critical times. I also contribute to the St. Thomas Academy Cadet Fund, introducing students to the principles of financial management. For me, it’s about using my expertise to strengthen organizations that make a meaningful difference in people’s lives.
Favorite thing about where you live?
Exploring the trout streams in the Driftless Area near Lanesboro, MN and Viroqua, WI. Canoeing the Boundary Waters Canoe Area Wilderness near Ely, MN and Grand Marais, MN.
John’s snapshots
Meet John’s Teammates
Laura Combs
Executive Managing Director
What John Says
I enjoy working with Laura Combs because our partnership consistently translates complex choices into clear actions that advance client goals.
Evan Kennedy
Portfolio Consultant
What John Says
Working with Evan is like having a strategic partner who brings both depth and agility to every conversation. He has an exceptional ability to translate complex investment strategies into clear, actionable steps.
Josh Davis
Financial Planner
What John Says
truly enjoy working with Josh because he brings a rare combination of technical depth and proactive problem-solving. He doesn’t just execute — he thinks critically, asks the right questions, and anticipates client needs before they arise.
Evan Bachman
Wealth Advisor
What John Says
Working with Evan Bachman is a true collaboration. He brings a thoughtful, client-first mindset and a strong ability to simplify complex situations into clear, actionable steps. Evan is proactive, detail-oriented, and always willing to pitch in when challenges arise.
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