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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David Rich

David Rich, CFP®

Wealth Advisor

Albuquerque, Scottsdale, Tucson

David S. Currier, CFP®, CFA®

Wealth Advisor

David Ventura

David Ventura, CFP^®, EA

Wealth Advisor

Kahului, Santa Barbara, Walnut Creek, Woodland Hills

Debbie Krone, CFP®, CPA, CDFA®

Wealth Advisor

Dennis Collins, Sr. Wealth Advisor

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

Sr. Wealth Advisor

Dennis M. Jablonoski, AIF® CRPC®

Wealth Advisor, Retirement Plans

Cherry Hill, Radnor

Dionisio Meneses

Dionisio Meneses, CFP®

Associate Advisor

Doug Giageos, CFP®, CFA®

Sr. Wealth Advisor

Doug Watts, CFP®, ChFC®, CIMA®

Wealth Advisor

Drew Harper

Drew Harper, CFA^®, CFP^®, CAIA®

Sr. Wealth Advisor

Denver, Denver – Tech Center

Drew Kanaly

Drew Kanaly

Sr. Wealth Advisor

Duncan MacDougall, CFP®

Wealth Advisor

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

Emma Jones

Emma Jones, CFP®, AFC®

Wealth Advisor

Jacksonville, Boca Raton, Naples, Orlando, Sarasota, Tampa

Eric Anderson

Eric Anderson, CFP^®

Sr. Wealth Advisor

Nashua, Burlington, Woodbridge, Old Lyme, Westport, West Hartford, Peabody

Eric Blase Image

Eric Blase

Wealth Advisor

Indian Wells, San Diego – Sorrento Valley

Eric Frampton, MBA, CFP®

Wealth Advisor

Erik Mikkelson, CFP®

Sr. Wealth Advisor

Erik Thurnher

Erik W. Thurnher, MD

Sr. Wealth Advisor

Ernest Neeley, MBA, CFP®

Wealth Advisor

Austin, Houston

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