Meet Sam
Sam served as an Investment Analyst for Full Sail Capital before joining Mercer Advisors in 2025 through acquisition. He was hired at Full Sail Capital one year out of college and managed client portfolios and leveraged technology to increase process efficiencies.
Navigating the financial markets for the first time during the COVID-19 pandemic led Sam to pursue a deeper knowledge of the financial services industry. He finds it rewarding that the work he does contributes to the confidence and well-being of our clients. Sam earned a B.S. degree in finance from Brigham Young University.
His working style
I am known for being process driven, remembering even the little things, making complex financial topics more digestible. I love seeing things click for someone when explaining a more difficult topic. I enjoy finding sustainable solutions to whatever problems are encountered, not just patching things up.
Sam in real life
What keeps you busy outside of work?
Most of my free time is spent with my wife. We love to do everything together, and we never miss an opportunity to try new food.
What makes you tick?
My father worked in commercial real estate during the global financial crisis. This drove me to learn about and work toward financial stability, and along the way I found that I could help provide this to others.
Why do you like working at Mercer Advisors?
It is extremely relieving to work for a company in the financial industry that truly cares to do the right thing for clients. In our industry, there is a great deal of misinformation and confusion, so it rests on us to do right by those who depend on us.
Sam’s snapshots
Meet Sam’s Teammates
Austin Burks
Sr. Portfolio Manager
What Sam Says
Austin taught me a great deal about how to leverage technology to manage and conceptualize difficult investment strategies in ways that are both presentable and understandable. You can always depend on him to get something done right.
Zac Reynolds
Sr. Wealth Advisor
What Sam Says
Zac is extremely talented at communicating complex ideas to his clients. He can listen, understand, and repeat in his own words the most difficult concepts related to the financial markets, without missing a beat.
Kyle Ray
Sr. Wealth Advisor
What Sam Says
Kyle does an incredible job of making clients comfortable. You’ll never feel scared asking him a question, and he’ll always meet you where you are with his answer!
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