Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

Let’s talk

Search results for:

Location: Denver – Tech Center

Clear All Filters

Laura Combs, CFP®, MBA

Executive Managing Director

Ben Rowse, CFP®, CAIA®

Wealth Advisor, Director

Boulder, Denver, Denver – Tech Center, Frisco

Brett Landstrom, MBA, CFP®, ChFC®, CLU®, RICP®

Sr. Wealth Advisor

Denver, Denver – Tech Center, Omaha

Brittany Rice, CFP^®

Sr. Wealth Advisor

Boulder, Denver, Denver – Tech Center

Cameron Willcox, CFP®, EA

Wealth Advisor

Boulder, Denver, Denver – Tech Center

Drew Harper, CFA^®, CFP^®, CAIA®

Sr. Wealth Advisor

Denver, Denver – Tech Center

Emily Messegee joined Mercer Advisors via the acquisition of Summit Wealth Advisors, Inc.

Emily Messegee, CFP®

Wealth Advisor, Sr. Director

Boulder, Denver, Denver – Tech Center, Frisco

Gabrielle Mollick, CFP®, CSRIC™

Wealth Advisor

Denver, Denver – Tech Center

Ian Freemire, CFP®, EA

Wealth Advisor

Denver, Denver – Tech Center, Frisco

James Telfer, CFP®, CSRIC®

Wealth Advisor, Director

Denver, Denver – Tech Center, Frisco

Sandra Laskowski, CFP®

Wealth Advisor

Boulder, Denver, Denver – Tech Center

Kristen Comeau

Regional Vice President

Boulder, Denver, Denver – Tech Center, Frisco, Omaha

Lucas Schwaller, CTFA®, CES®

Regional Vice President

Ames, Ann Arbor, Boulder, Branson, Chesterfield, Denver, Denver – Tech Center, Frisco, Green Bay, Livonia, Onalaska, Schaumburg, Springfield

Tyler Schaefer

Manager, Regional Sales

Denver, Denver – Tech Center

Claire Layman

Financial Planner

Denver, Denver – Tech Center

Gracie Horton, CFP®

Financial Planner

Denver, Denver – Tech Center

Amber Adams

Manager, Client Service

Boulder, Denver, Denver – Tech Center

Andrea Aranguiz

Senior Client Service Specialist

Denver, Denver – Tech Center

Haiden Bowman

Director, Client Service

Ames, Bloomington, Boulder, Branson, Chesterfield, Denver, Denver – Tech Center, Frisco, Green Bay, Ketchum, Madison, Omaha, Onalaska, Schaumburg, Spokane, Springfield

Zach Butler

Client Service Specialist

Denver – Tech Center

Ready to get started?

Let’s Talk

Explore More

Man Thinking About Property Transfers Before Death in Estate Planning

Insights

Estate Planning: Navigating the Emotional Journey of Property Transfers Before Saying Goodbye

December 19, 2024

Insights

State-Mandated Retirement Plans: An Overview for Small Businesses

December 18, 2024

Insights

A Gift That Lasts a Lifetime: Help Your Teen Build a Strong Credit History

December 17, 2024

Continue Browsing

Core Solutions

Specialty Solutions

Our Team

Engaging Us

Our Locations

Estate Planning: Navigating the Emotional Journey of Property Transfers Before Saying Goodbye

Meet our Advisory Team

Search results for:

Laura Combs, CFP®, MBA

Ben Rowse, CFP®, CAIA®

Brett Landstrom, MBA, CFP®, ChFC®, CLU®, RICP®

Brittany Rice, CFP^®

Cameron Willcox, CFP®, EA

Drew Harper, CFA^®, CFP^®, CAIA®

Emily Messegee, CFP®

Gabrielle Mollick, CFP®, CSRIC™

Ian Freemire, CFP®, EA

James Telfer, CFP®, CSRIC®

Sandra Laskowski, CFP®

Kristen Comeau

Lucas Schwaller, CTFA®, CES®

Tyler Schaefer

Claire Layman

Gracie Horton, CFP®

Amber Adams

Andrea Aranguiz

Haiden Bowman

Zach Butler

Ready to get started?

Explore More

Estate Planning: Navigating the Emotional Journey of Property Transfers Before Saying Goodbye

State-Mandated Retirement Plans: An Overview for Small Businesses

A Gift That Lasts a Lifetime: Help Your Teen Build a Strong Credit History

Let’s get started.