Meet Kaz
Kaz is a Regional Vice President based in Springfield, Missouri. He joined Mercer Advisors in 2022 through the acquisition of Heim, Young & Associates where he served as a Financial Planner. Motivated by a mentor who was a financial advisor, Kaz began his career in the financial services industry in 2016.
Kaz plays a key role in educating prospective clients about Mercer Advisors services and thoughtfully matching them with the right advisor to help achieve their financial goals. He thrives on meeting new people and excels at breaking down complex financial topics into clear, relatable guidance.
Kaz earned a B.S. degree in personal financial planning from Missouri State University. He is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Private Wealth Advisor®.
His working style
Kaz’s working style is grounded in genuine relationships, thoughtful guidance, and a commitment to helping clients feel informed and understood. He takes a thorough, personalized approach focusing on education and clear communication so clients can make confident decisions. Known for being personable and trustworthy, Kaz prioritizes building lasting relationships based on trust, transparency, and care.
Kaz in real life
What keeps you busy outside of work?
I have a wife and two kids, whom I absolutely adore. We spend a lot of time at the lake and camping. We are very committed members of our church as well.
How do you give back?
My wife and I dedicate much of our time to giving back through our church and other local organizations that support young families and single mothers.
Why do you like working at Mercer Advisors?
Mercer Advisors is a fiduciary that addresses critical pieces of our clients’ financial lives. I trust Mercer Advisors to take care of my own family’s wealth.
Kaz’s snapshots
Meet Kaz’s Teammates
Ethan Wallace
Sr. Wealth Advisor
What Kaz Says
Ethan’s the hardest worker in any room he’s in. He’s educated and trustworthy, which is why I chose him to handle my own family’s finances. He genuinely cares about his clients and helps ensure that they feel comfortable with their financial plan.
Nick McDowell
Wealth Advisor
What Kaz Says
Nick is one of the best communicators that I know. He is articulate and does a great job at communicating complex financial topics to clients in a language that they can understand. He’s a team player and helps make sure that his clients concerns are heard and addressed.
Colin Day
Wealth Advisor
What Kaz Says
Colin is an educator at heart. His clients appreciate the time that he takes to understand their situation before ever making a recommendation. He is thoughtful in his planning process and makes sure that his clients know the “why” behind every recommendation that he makes.
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