James began his professional career in 2005. Prior to joining Mercer Advisors, he worked in insurance and risk management, then made a career change to financial planning in 2011. He has been an advisor at several wealth management firms, most recently Cable Hill Partners. James uses his broad background and experience in multiple roles in helping clients achieve fulfillment and financial peace of mind. He graduated magna cum laude with a Bachelor of Science in Business Administration from Arizona State University and holds the CERTIFIED FINANCIAL PLANNER™ certification. He enjoys spending time with his wife Tanya and their two children. They are proud to call Arizona home.

David has been in the financial industry for 20 years. Prior to joining Mercer Advisors, he spent time at global financial firms and small local firms. His experience in banking, insurance, investing, and asset management has given him a healthy perspective of the financial landscape. As a CERTIFIED FINANCIAL PLANNER™ Professional, David uses his broad background and experience to help guide clients toward their financial goals. He strives to give back to the community and profession through organizations such as the Financial Planning Association, Junior Achievement, Arizona Council on Economic Education, Boy Scouts of America, youth sports, and his church. David enjoys playing sports and sharing adventure with his four children out of their home base in Mesa, Arizona.

JoAnn started in the financial services industry in 1988 with Bank of America Merrill Lynch. She has a diverse professional background in Human Resources, Payroll Operations, Retail Banking, Mortgage products, Wealth Management, Branch Systems Administration and Executive Administrative Assistant. JoAnn believes that great relationships begin with exceptional service and she delivers on that. She enjoys spending time outdoors, hiking, mountain biking and RV’ing in addition, JoAnn loves her time spent with family and grandchildren.

Marc began his financial services career in 1998 at Signator Investors. He left the industry to pursue other ventures in 2001 and returned in 2007. Prior to joining Mercer Advisors, he honed his client relationship and strategic investment solution skills in his roles as financial advisor at Edward Jones, investment consultant and then branch manager at TD Ameritrade, and most recently as regional sales manager at Scottrade. Marc applies a solutions-based, value-enhancement approach to his work with both institutional and individual high-net-worth clients. He is passionate about delivering a comprehensive and cohesive wealth management experience. He received his undergraduate degree from Wabash College and holds the FINRA Series 66 License.

Scott joined Mercer Advisors in December of 2021. Prior to this Scott had worked in management in the Tax Services industry as well as for a British FinTech company providing global remittance services. Scott graduated from the University of Denver’s Josef Korbel School of International Studies in 2017. During his time in school, Scott studied in Japan and achieved working proficiency in the Japanese language, a skill he would later put to use in the workplace. In his free time, Scott can often be found writing and playing music with friends.

Susy started her financial career with TD Ameritrade and joined Mercer Advisors in 2019. Prior to that, she spent 20 years in the pharmaceutical industry in various sales and marketing roles. Susy was inspired to change careers after going through the planning process for her family and her parents. She has a deep desire to help change people’s lives by helping them plan for economic success. Susy grew up in Honolulu and now calls Arizona home with her husband and three children. She has an MBA from Arizona State University and holds the FINRA Series 66 License.

Nancy began her career in the financial services industry in 1993. Prior to joining Mercer Advisors in 2009, she worked at Charles Schwab & Co. where she gained vast experience in project management, communications, reporting, customer service, and administration. Nancy will apply her skill set to support the Scottsdale branch in helping clients fulfill their financial goals. She holds the FINRA Series 65 License.

Kevin began his career in the financial services industry in 2003, working for UBS and then Wells Fargo Financial. As Managing Director, Kevin ensures client service and financial planning standards are met and maintained. He also enjoys helping his clients achieve their vision by bringing together such diverse elements as investments, pension plans, insurance, tax management, and estate planning in a comprehensive plan. Kevin graduated from the University of Arizona with a degree in Economics and a minor in Business Administration. He also holds the FINRA Series 65 License. Kevin resides in Orange County with his wife and three children.

Jim began his wealth management career in 1997 as founder and managing partner at Hegwood & Todd, a small investment and financial planning firm. His areas of expertise include high-net-worth financial planning, trust administration, estate planning, and life insurance strategies. Prior to joining Mercer Advisors, Jim worked as a wealth manager at USAA Financial Services and most recently as a wealth strategist at Kanaly Trust Company. He graduated from the University of Kentucky with a Bachelor of Science degree in Electrical Engineering. Jim is a member of the Financial Planning Association (FPA).