As a Senior Wealth Advisor, Bill manages client portfolios and assists clients in meeting their wealth management objectives. Prior to joining Mercer Advisors, Bill directed research for a venture capital investment banking firm. He started his career as a corporate and securities attorney with Stoel Rives LLP. He went on to found Sigma Investment Management Company in Portland, Oregon in 1992. Bill received undergraduate and graduate degrees in economics from Stanford University and a law degree from Harvard Law School. He is a CERTIFIED FINANCIAL PLANNER™ professional and a CFA®. Bill sits on the board, executive committee, and investment committee of each of the Oregon Community Foundation and the Oregon Health & Science University Foundation, as well as on the investment committee of The Ford Family Foundation.

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 with Foos Financial Group, a small investment and financial planning firm. He joined M.J. Smith and Associates in December 2009 and worked with the firm for over ten years, prior to joining Mercer Advisors. His areas of expertise include high-net-worth financial planning, investment management, estate planning, and insurance strategies. He holds a Bachelor of Science degree in Finance from Metropolitan State University of Denver. Drew is a CFA^® charterholder and a CERTIFIED FINANCIAL PLANNER^™ professional.

Prior to joining Mercer Advisors, Harmon was the President of Sigma Investment Management Company. He also was a senior vice president for Columbia Management Company (now Columbia Threadneedle), establishing and managing its Private Wealth Services division in Portland, Oregon. Previously he helped create a private asset management program for Fidelity Investments and managed its 13 western states. Harmon is passionate about working with his clients to give them peace of mind in all things financial, many times working with several generations within a family. He earned a bachelor’s degree from Stanford University. He also cares a great deal about his community and has worked with many organizations over the years. He currently sits on the boards of Ethos and the Terwilliger Plaza Foundation as well as the advisory board of the MIKE Program.

Emily began working in banking and finance while completing her undergraduate degree at California State University, Long Beach. Emily moved to Colorado in 2005 and shortly after started working at Summit Wealth Advisors, a boutique investment management and financial planning firm. After a two- year hiatus serving in Morocco for the U.S. Peace Corps, Emily returned to the mountains of Colorado and continued to develop her career with Summit Wealth by obtaining her CERTIFIED FINANCIAL PLANNER^™ certification. Her areas of expertise include strategic financial planning, with an emphasis in education planning, philanthropic giving and estate planning, in addition to portfolio management. In an effort to provide additional services to clients, Summit Wealth was acquired by Mercer Advisors in 2020, creating even greater capacity to service clients. Emily obtained her Masters of Business Administration from the University of Colorado, Denver and served as a student advisor on the Rutt Bridges Venture Capital Fund. She is an active leader of the Junior League of Denver and serves on the Board of the Summit County Rotary. Emily is an avid outdoor enthusiast and was the 10th female finisher of the Leadville 100 Trail Run in 2019.

Tim began his wealth management career in 1987 as founder and Chairman at Rowland Carmichael Advisors, Inc., an Arizona based investment and financial planning firm. His areas of expertise include business owners, their key employees, and high-net-worth families. Tim graduated from the University of Nevada with a Bachelor of Science degree in Marketing and has an MBA in Finance from the Thunderbird School of International Management. He also is a CERTIFIED FINANCIAL PLANNER™ Practitioner, (CFP®). Tim and his wife live in Phoenix, and they have three grown sons, two daughters-in-law and three grandchildren.

Paul began his career in the financial services industry in 2003. Prior to joining Mercer Advisors, he was president at Empowerment Financial Group and a senior vice president at Alpha Cubed Investments. He was a high school football coach for 19 seasons and his foundation is built on teamwork and working together to achieve our client’s goals. Paul graduated from Arizona State University with a Bachelor’s degree in Business Administration, Finance major with an emphasis on portfolio management.