Meet Maeve
Maeve joined Mercer Advisors in 2018 and is based in the Denver, Colorado office. She began her career at Charles Schwab after earning a B.S. degree in personal financial planning from the University of Colorado, Boulder. She is also a CERTIFIED FINANCIAL PLANNER® professional. Maeve values learning about her clients and their families and helping them achieve their goals. She strives to introduce more people to Mercer Advisors so she can help more people earn Economic Freedom™.
Maeve’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, Maeve 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
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Guiding clients through living in retirement with steady income and smart planning
- Helping dentists balance personal wealth goals with the demands of running a practice
Her working style
Maeve brings positive energy. She focuses on listening first, asking thoughtful questions, and starting with the big picture to understand what matters most to her clients. Her aim is to deliver tailored solutions that align with their priorities. Maeve can be your confident partner through hard decisions.
Maeve in real life
What keeps you busy outside of work?
I enjoy spending time with my husband, Sam, and my Mini Australian Shepard, Ollie. We love to travel, explore new restaurants, and visit with family and friends. I am on my sourdough-making journey and I love a cooking challenge!
Why do you like working at Mercer Advisors?
I thought for a long time I might want to go into nursing like my amazing mother, but I didn’t want to give up my favorite subject, math. I found financial planning and knew right away it was the role for me. I am able to do everything I love, helping people every day and using my financial acumen!
How do you give back?
Financial literacy and mentorship has always been important to me. I serve on Mercer Advisors Financial Literacy Committee, mentor through 3rd Decade, and mentor college students in the business school at Colorado University, Boulder.
Maeve’s snapshots
Meet Maeve’s Teammates
Chuck Breuch
Sr. Wealth Advisor
What Maeve Says
Chuck is great at mentorship and coaching. He supports his clients through all kinds of life events, as well as his fellow team members. We are lucky to work with him!
Renée Pichette
Sr. Wealth Advisor
What Maeve Says
Renee takes listening, understanding, and compassion to a whole new level! I can count on her when I need someone to bounce ideas off when solving our clients’ problems. It is a joy to work with her!
Gracie Horton
Wealth Advisor
What Maeve Says
Gracie is a great support to me and my clients. Whenever I have a hard project, she knows exactly how to solve the problem and create the right solution for our clients.
W. Thomas McNary
Sr. Wealth Advisor, Director
What Maeve Says
Tom is my first call when I need a calm, thoughtful ear. He approaches every challenge with a positive outlook and problem-solving attitude. We are lucky to have him lead our team!
Riley Wank
Client Service Specialist
What Maeve Says
Riley is always up for the challenge. She is the first to pitch in and get the job done! We could not support our clients at such a high level without her.
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AdvisorHub 100 Women Advisors to Watch 2025: To be considered for the rankings, advisors complete an application and have at least $150m in AUM, seven years of experience, two years of good standing tenure at their current firm, and a clean regulatory record. The collective AdvisorHub rankings celebrate excellence in scale, growth, and professionalism—qualities that define our team.
Forbes Top Next-Gen Wealth Advisors, Best-In-State 2025: The rankings, developed by SHOOK Research, is based on an algorithm of qualitative criteria—mostly gained through telephone, virtual, and in-person due diligence interviews—and quantitative data. Those advisors that are considered have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
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