Jeff began his career in financial planning and wealth management in 2006. He joined Heim, Young & Associates in 2007, helped open a new office in Branson, MO in 2009 and became a partner in 2018. He is a CERTIFIED FINANCIAL PLANNER™ professional, focusing on comprehensive financial planning and wealth management. In 2022 he joined Mercer Advisors as a Senior Wealth Advisor to continue to help clients achieve their financial goals, while providing additional wealth management and planning resources. He is actively involved with many charitable organizations, including the Branson-Hollister Rotary Club, The Grove Christian Church and Boys & Girls Club of the Ozarks. His hobbies include golf, music, drums, travel and loves spending time with his wife, Darci and two daughters enjoying the Ozarks.

Amber focuses on providing extraordinary client service and enjoys working to meet the client’s financial goals and believes “Your future is created by what you do today.” She enjoys working and supporting her team with client service activities. She began her career in the financial services industry in February 2021 at Heim Young & Associates in Springfield, MO. Prior to working in the financial services industry, Amber was working as an accounting manager using her Associates of Science degree at a manufacturing business in Forsyth, MO. Outside of the office Amber enjoys hiking, boating, watching the St Louis Blues hockey team and spending time with her family, friends, and fur babies.

Kaz began his career in the financial services industry in 2016. He graduated from Missouri State University with a Bachelor of Science in Personal Financial Planning. He holds the FINRA Series 66 License and is a CERTIFIED FINANCIAL PLANNER™ professional. He enjoys working with individuals and families to address their comprehensive financial planning needs. He feels that it is critical to stay up to date with the fast paced and evolving financial services industry. He believes that he is able to accomplish this through participating in third party continuing education courses and fully utilizing the education programs provided by Mercer Advisors for their Wealth Management teams. Kaz is from the Southwest Missouri area and enjoys the lake, camping, and sporting events with his wife, daughter, and son.

Lucas has been providing high-net worth families with investment management guidance, trust design, and comprehensive financial planning since 2014. As Regional Vice President, Lucas is responsible for introducing new and prospective clients to Mercer Advisors and enjoys mapping out holistic wealth management strategies that help clients achieve their economic freedom. Prior to Mercer Advisors, Lucas oversaw trust services at FIM Group, which he joined after serving as Vice President of Marketing and Sales for a software development company. Lucas earned his B.A. from Rockhurst University and M.A. from Creighton University. He holds CTFA® and CES® designations, in addition to a FINRA Series 65 license. Lucas lives in La Crosse, WI with his wife and their two young children.

Amanda joined Mercer Advisors in November 2022, with over a decade of experience in the financial services industry. After a brief period in a different industry, she rejoined her team in Springfield, Missouri, dedicated to delivering top-notch service and support to clients. With an eye for detail and a penchant for problem-solving, Amanda strives to always support her team and be someone whom clients can rely on. Outside of work, she enjoys adventures with her husband, two stepdaughters, and two very troublesome cats.

Haiden offers over 10 years of experience in the financial service industry. She began her career at the age of 18 with an independent comprehensive wealth management firm in Springfield, Missouri. There she earned experience working as an Administrative Assistant, Operations Assistant, Client Service Associate, Client Service Manager and Client Service Director. Haiden’s experience and broad expertise contributes to her ability to identify complete solutions for clients. She continues to develop her passion for helping clients achieve their financial objectives and leads a team of service specialists providing high-quality customer service and elevated support to individuals and families. During non-business hours, Haiden can be found volunteering with local non-profit organizations, spending time outdoors, or spending time with friends and family.

Laura began her career in the investment management industry in 2008. As a Managing Director, member of both the Investment Committee and Senior Leadership Team, Laura’s distinguished herself as an advisor and experienced leader with a passion for helping clients find their path to Economic Freedom™. She’s been recognized by the Thrive Awards, named a Top Woman Advisor by Forbes and a top 40 Under 40 Advisor by InvestmentNews. Laura sits on the steering committee for Mercer Advisors’ award-winning InvestHERs women’s initiative, is a member of the Financial Planning Association, mentors through Mercer’s Mentorship program and the Leeds Professional Mentorship Program at the University of Colorado. She has a degree in Communications from Wheaton College. Laura lives in Boulder with her husband and children.