Prior to joining Mercer Advisors, Mark was Co-Founder, Chairman, and Chief Investment Officer of ClearRock Capital. He began his career in 1982 at Drexel, Burnham, Lambert in Beverly Hills. Mark is passionate about his clients’ financial well-being, working with families and non-profit organizations to ensure their peace of mind. Mark cares deeply about his community: he currently serves on the Executive Committee of The Argyros Performing Arts Center in Ketchum, Idaho and previously served on the Executive Committee for HomeRise in San Francisco. He earned an A.B. from Duke University.

Drew began his wealth management career in 2006. Before joining Mercer Advisors in 2020, he served with M.J. Smith and Associates and Foos Financial Group. Drew’s areas of expertise include high-net-worth financial planning, investment management, estate planning, and insurance strategies.

Drew enjoys helping clients understand their options, gain confidence in their decisions, and feel reassured. He is committed to providing quality advice and transparency. Drew holds a Bachelor of Science degree in finance from the Metropolitan State University of Denver. He is a Chartered Financial Analyst® (CFA) charter holder and a CERTIFIED FINANCIAL PLANNER® professional.

Outside of work, Drew enjoys outdoor activities such as running, hiking, and skiing. He is also an avid fan of all Colorado sports teams and enjoys reading, and playing card and board games. Additionally, Drew volunteers at his local church, QuietWaters Ministries.

Emily leads a national team of advisors and directors at Mercer Advisors, where she is dedicated to helping individuals and families achieve Economic Freedom™. She specializes in strategic financial planning, philanthropic giving, and estate planning, and is a passionate advocate for women’s financial empowerment through her leadership in Mercer Advisors’ internal InvestHERS initiative.

Emily began her career in financial services in 2012 and joined Mercer Advisors in 2020 through the acquisition of Summit Wealth Advisors. Her inspiration to enter the industry came from her experience working at a bank during college, where she saw firsthand how responsible financial management can transform lives. She holds a B.A. in studio art and fashion merchandising from California State University–Long Beach and an MBA from the University of Colorado Denver. She is also a CERTIFIED FINANCIAL PLANNER® Professional.

A former Peace Corps volunteer in Morocco, Emily remains deeply engaged in service. She currently serves with the Junior League of Denver, the Rotary Club of Summit County, the Guatemalan Literacy Project, and The Summit Foundation.

An avid outdoor enthusiast, Emily is a retired endurance athlete and top female finisher of the Leadville Trail 100 Run. She enjoys yoga and exploring new hobbies, most recently earning certifications through the American Sailing Association. Emily considers Colorado her playground and embraces all the adventure it has to offer.

Tunia specializes in building strong relationships with advisors, strategic partners, businesses, endowments, and foundations. She is passionate about meeting new people, hearing their stories, and learning something new every day. A great day for Tunia is when she can make someone smile or laugh.

Committed to guiding clients to help them achieve their financial aspirations, she began her journey in the financial services industry in 2002 and joined Mercer Advisors in 2023. Tunia has held pivotal leadership roles at organizations such as AssetMark, Mesirow Financial, and Betterment.

She holds a Bachelor of Business Administration from Loyola University of Chicago and a certificate of achievement from Columbia Business School’s Executive Leadership Program. Tunia is certified as an Accredited Investment Fiduciary (AIF®) and Chartered Retirement Plans Specialist (CRPS®) and holds FINRA Series 63 and 65 licenses.

Residing in Chicago, Tunia enjoys biking, cooking, and singing jazz. Traveling is a true passion for her, as she loves seeing the world and experiencing different cultures. She actively engages with her community, including serving as an Executive Board member at the Ukrainian Institute of Modern Art.

Tunia speaks Ukrainian fluently and has been a resident of Chicago for more than 30 years, reveling in the city’s great food, music, museums, and theater.

Mike has more than 20 years of experience in the financial services industry. Before joining Mercer Advisors in 2023, he spent 17 years at The Vanguard Group, where he served high-net-worth individuals, families, and large nonprofit organizations.

Mike takes an integrated approach to wealth management, integrating financial planning, investment strategy, cash-flow analysis, and tax and estate planning. He is enthusiastic about helping clients achieve their unique financial goals and takes pride in seeing a well-crafted plan come to life.

In addition to his work with individuals and families, Mike serves as an outsourced chief investment officer for local nonprofits. He values the opportunity to collaborate with mission-driven leaders and finds it deeply rewarding to contribute to positive change in the Pacific Northwest.
Mike holds a B.A. in psychology from California State University, Long Beach, and an MBA from Colorado State University. He is a CERTIFIED FINANCIAL PLANNER™ Professional and holds the Chartered Financial Consultant® designation. He also shares his expertise as an adjunct professor at New York University, where he teaches investment and wealth management.

Outside of work, Mike enjoys exploring the outdoors with his family and taking in the natural beauty of the Pacific Northwest.