Tom began his financial services career in 2015 after graduating from the University of Colorado with a BA in history and minor in business administration. Prior to working with Mercer Advisors, he launched the Young Professionals Program at Confluence Financial Advisors, aimed at providing comprehensive financial planning, tax planning, and tax preparation to those in the early stages of their careers. At Mercer Advisors, Tom continues to serve early-career professionals as well as pre-retirees and retirees. He specializes in tax planning and stock option planning, and regularly gives talks on how to utilize stock options to help build wealth. Tom is a CFP® professional and has been recognized as one of the AdvisorHub 50 Next Gen Advisors to Watch in 2023. Outside of work, he can be found spending time with his wife in Lafayette and exploring all that the Colorado mountains offer on his snowboard.

With her BA in Studio Art & Fashion Merchandising from California State University-Long Beach, Emily moved to Colorado in the early 2000s, to manage a boutique investment management and financial planning firm, Summit Wealth Advisors, where she became a partner; in 2020, Mercer Advisors acquired the firm. Emily holds an MBA from the University of Colorado, Denver and the CERTIFIED FINANCIAL PLANNER™ certification. At Mercer Advisors, she specializes in strategic financial planning, philanthropic giving, and estate planning. Through the InvestHERs initiative, she promotes women’s financial empowerment. As a former Morocco Peace Corps volunteer, Emily now serves Denver’s Junior League board, the Summit County Rotary Club, and The Summit Foundation. An outdoor enthusiast, Emily was a top female finisher in the Leadville Trail 100 Run.

Ben enjoys collaborating with clients to help them amplify and simplify their financial lives. He joined Mercer Advisors in 2022. As a former advisor consultant at OppenheimerFunds and Invesco, Ben worked closely with financial advisors to help them enhance their practices, while obtaining his Chartered Alternative Investment Analyst certification. Deciding he’d rather be the player than the coach, Ben joined an RIA in Denver and obtained his CERTIFIED FINANCIAL PLANNER™ certification. Ben earned a Bachelor of Science in finance and a minor in economics at the University of Nebraska-Lincoln. Outside of work, he spends time with his wife, two children, and dog in Arvada. You may Ben on the golf course, ski slope, or searching for hidden diners, drive-ins, and dives in Colorado.

Brittany began her career in 2013 after joining a local Denver wealth management firm where she held multiple roles before joining Mercer Advisors. She provides comprehensive, goals-based financial planning advice to her clients. She holds a Bachelor of Science degree in Business Administration with a concentration in Financial Planning and minor in Spanish from Colorado State University. She is a CERTIFIED FINANCIAL PLANNER^™ professional and holds the FINRA Series 7 and 63 Licenses.

Chuck began his career in the financial services industry in 1985. Prior to joining Mercer Advisors, he held advisory and consulting roles in banking, finance, investments, and planning in Europe and then at Citicorp and Bank of America in San Francisco. During his tenure at Mercer Advisors, Chuck has moved with his wife and two sons to open and establish both the Chicago and Boulder branch offices. He graduated from the University of Colorado in Boulder with a degree in Finance and a minor in International Business and holds the FINRA Series 65 License.

Sandra specializes in advising high-net-worth individuals, multi-generational families, and business owners, helping them achieve financial success while fulfilling charitable and legacy goals. She holds a BS in Business Administration-Finance from California State University Northridge and the CERTIFIED FINANCIAL PLANNER™ certification. She has over 25 years of experience, including wealth management roles with US Trust/Bank of America and Fidelity Investments, plus trading on an Institutional Trading Desk. Sandra’s expertise spans financial planning, investment strategy creation, and tax and estate planning, allowing her to provide tailored solutions for her clients. Outside work, Sandra is active in philanthropy through the Denver Foundation, promotes financial literacy with the Financial Planning Association, and empowers women investors with the InvestHers group at Mercer Advisors. She also enjoys skiing and attending Broadway shows.

A native of Massachusetts, Cam worked for the Boston Red Sox for a few years after college before making the transition to finance. He began as a retail banker, then joined E*TRADE as a financial consultant, providing 1-on-1 advice to clients. Cam’s passion for financial planning has only grown in recent years, and he understands how a secure financial picture can allow people to enjoy the important things in life. Outside of work, Cam plays pickup hockey and enjoys time outdoors with friends and family. He holds the FINRA Series 66 license and is a CERTIFIED FINANCIAL PLANNER™ professional.

Logan’s favorite part about collaborating with clients is building relationships with them to help reach their financial goals. He joined Mercer Advisors in 2022 after working at a medium-sized RIA in the Madison, Wisconsin area. Logan graduated from the University of Wisconsin-Madison’s personal finance program, earning a degree in financial planning and certificate in entrepreneurship. He is a CERTIFIED FINANCIAL PLANNER™ Professional and holds his FINRA Series 65 license. In his free time, Logan enjoys traveling, attending concerts, spending time with friends and family, exercising, exploring the outdoors, and cheering on his favorite sports teams. Logan spends time in both Wisconsin and Colorado throughout the year.

Chris specializes in retirement planning, cash-flow planning, and tax planning. He’s passionate about helping families identify their financial goals and creating the best-possible context to achieve them. Chris began his career in the financial services industry after graduating magna cum laude from Creighton University with a BS degree in finance and a specialty in personal financial planning. Prior to joining Mercer Advisors, he was a Financial Planning Associate at Confluence Financial Advisors, where he worked closely with the lead advisors and their clients. Chris lives in Littleton, Colorado, with his wife and enjoys the outdoors, spending time with family and friends, and traveling. He has CERTIFIED FINANCIAL PLANNER™ certification and holds the FINRA Series 65 license.

Renée specializes in income, retirement, and tax planning, and has a passion for supporting clients through their life transitions. Prior to joining Mercer Advisors, she was an Associate Financial Planner at Confluence Financial Advisors, where she worked closely with the lead advisors and their clients. Renée graduated from the University of Oklahoma with special distinction, earning a bachelor of fine arts degree in ballet performance with a minor in mathematics. She has the CERTIFIED FINANCIAL PLANNER™ certification and holds the FINRA Series 65 license. Renée is also active in InvestHERS and financial education programs that support young adults. She lives in Lafayette, Colorado, with her husband and enjoys hiking, spending time in the mountains, traveling, and baking.

Maeve focuses on fostering an environment of partnership with her clients and always strives to provide a seamless client experience. She serves on the Mercer Advisors Financial Literacy Community Outreach team and has a deep passion for helping others find Economic Freedom™. She also participates in the Mercer Advisors mentorship program and in the alumni program at University of Colorado, Boulder, where she graduated with a bachelor’s degree in Personal Financial Planning. Maeve is a CERTIFIED FINANCIAL PLANNER™ professional and holds the FINRA Series 65 license. She lives in Denver with her fiancé and their Australian Shepherd.

Will began his wealth management career in 2021 as an intern with Mercer Advisors. After working with the wealth advisors in the Boulder office and seeing the difference he could make in clients’ lives, he accepted a full-time position in July of 2022. Will graduated from the University of Colorado with a degree in finance and an emphasis in personal financial planning. Outside of the office, Will enjoys skiing, golfing, and supporting the Philadelphia Eagles.