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.

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Laura Combs, CFP®, MBA

Executive Managing Director

Adam Oliver Image

Adam Oliver, CFP®

Wealth Advisor

Denver – Greenwood Village

Ben Rowse, CFP®, CAIA®

Wealth Advisor, Director

Boulder, Denver, Denver – Tech Center, Frisco

Brett Landstrom

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

Sr. Wealth Advisor

Denver, Denver – Tech Center, Omaha

Brian Estep, Wealth Advisor

Brian P.A. Estep, CFP®, CIMA®, AIF®

Wealth Advisor

Brittany Rice

Brittany Rice, CFP^®

Sr. Wealth Advisor

Boulder, Denver, Denver – Tech Center

Bruce Bendell Image

Bruce R. Bendell, CPA, PFS

Sr. Wealth Advisor

Denver – Greenwood Village

Cameron Willcox, CFP®, EA

Wealth Advisor

Boulder, Denver, Denver – Tech Center

Christopher S. Murphy

Christopher S. Murphy, CFP®

Wealth Advisor

Chuck Breuch, CFP®

Sr. Wealth Advisor

Dennis Collins, Sr. Wealth Advisor

Dennis Collins, CFP®, CIMA®, CPWA, CDFA

Sr. Wealth Advisor

Drew Harper

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

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

Jason Halko

Jason Halko, CFP®

Wealth Advisor

John Freemire

John Freemire, CFP ®

Wealth Advisor

Joshua Fremit, CFP®

Wealth Advisor

Boulder, Denver, Denver – Tech Center

Julia Messineo

Julia Messineo, CFP®

Wealth Advisor

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Market Commentary

The Fallacy of Selling and Waiting Until Markets Calm Down: Insights From Our CIO

April 9, 2025

Market Commentary

Portfolios Built for Moments Like This: Insights From Our CIO

April 8, 2025

Taxes

Minimizing Taxes on Investment Gains: A Guide for High-Net-Worth Investors

April 8, 2025

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