Meet Stephen
Stephen is an Associate Wealth Advisor based in the Denver, Colorado, area. He joined Mercer Advisors after serving as Sr. Financial Planning Specialist at Verdence Capital Advisors. Before that, he served as Investment Consulting Services Associate at Andersen Tax and Seasonal Tax Preparer, Accounting Associate, and Portfolio Manager at Mason Investment Advisory Services. Stephen is a CERTIFIED FINANCIAL PLANNER® professional. He earned a B.S. degree in accounting from Liberty University. Stephen finds motivation in working with clients to help them achieve their financial goals.
Stephen’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, Stephen has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Support for business owners, from growth and succession to liquidity events and legacy planning
- For business owners, advice on selling your business to help maximize value — and plan what comes next
- Supporting professional athletes in building lasting wealth from short, high-earning careers, including through NIL (Name, Image, Likeness)
- Providing clarity for military families navigating career transitions and financial complexity
His working style
As a caring individual, Stephen is driven to make a difference by helping others navigate their financial journeys and plan for their goals with confidence. He is highly personable and enjoys collaborating with others to find thoughtful, tailored solutions. Above all, he strives to be someone people can trust — both professionally and personally.
Stephen in real life
What keeps you busy outside of work?
I love playing sports with friends, cheering on my Detroit Lions, or reading a book — I’m always open to a good biography recommendation.
Why do you like working at Mercer Advisors?
I fully support the collaboration across multiple teams to create a truly family office experience for each relationship.
Any words you try to live by?
“It is not the critic who counts; not the man who points out how the strong man stumbles, or where the doer of deeds could have done them better. The credit belongs to the man who is actually in the arena, whose face is marred by dust and sweat and blood; who strives valiantly; who errs, who comes short again and again, because there is no effort without error and shortcoming; but who does actually strive to do the deeds; who knows great enthusiasms, the great devotions; who spends himself in a worthy cause; who at the best knows in the end the triumph of high achievement, and who at the worst, if he fails, at least fails while daring greatly, so that his place shall never be with those cold and timid souls who neither know victory nor defeat.” — Theodore Roosevelt
Meet Stephen’s Teammates
Dennis Collins
Partner
What Stephen Says
I work alongside Dennis to deliver personalized financial planning and service to clients, supporting complex relationships alongside lead advisors and independently leading some client engagements.
Stephen L. West
Sr. Wealth Advisor
What Stephen Says
I work with Stephen in a supporting capacity, assisting in the delivery of financial planning and ongoing client service. I contribute when needed to help maintain strong client relationships and ensure needs are met effectively.
Julie Logan
Client Service Specialist
What Stephen Says
I collaborate with Julia, our Relationship Manager, to support client service operations for our shared clients, helping ensure a smooth and consistent experience.
Nicole Hankins
Manager, Client Service
What Stephen Says
I work closely with Nicole, our Manager of Client Service, to coordinate client service operations and support the ongoing needs of our mutual clients.
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