Josh DeForest

Managing Director

CFA, CFP®

jdeforest@merceradvisors.com

888.642.4636

Josh began his career in the financial services industry in 2007. As Managing Director, Josh provides his clients with personalized advice to help meet their unique objectives related to financial planning, investment management, and estate planning. A member of Mercer Advisors Investment Committee, Josh evaluates academic research, provides investment analysis, and helps with manager selection for Mercer Advisors clients. Josh graduated from Westmont College in Santa Barbara, California with degrees in Economics and Spanish.

Bellevue

10655 Northeast Fourth Street
Suite 810
Bellevue, Washington 98004

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Coeur d’Alene

1250 Ironwood Drive
Suite 110
Coeur d'Alene, Idaho 83814

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Ketchum

131 4th Street East
Suite 320
Ketchum, Idaho 83340

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Portland

121 Southwest Morrison Street
Suite 910
Portland, Oregon 97204

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Portland-South

4800 SW Meadows Road
Suite 300
Lake Oswego, Oregon 97035

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201 W North River Drive
Suite 380
Spokane, Washington 99201

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