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.

James started his financial planning career in 2015, helping international expats in Paris, France understand the complex world of cross-border planning. He then immigrated to Houston, Texas, and in 2018 joined Mercer Advisors focusing on investment analysis and complex estate planning strategies. James enjoys leveraging financial technologies so he can deliver holistic solutions for his clients, and in turn, help them achieve their life goals. He is a CERTIFIED FINANCIAL PLANNER™ professional and a graduate of the University of Liverpool. He, and his wife Hailey, who teaches AP English to high school seniors, re-located to Denver, Colorado in the summer of 2022. They love travelling the world and doing all-things outdoors with their two rescues Kleo and Ziggy. James is also an avid English Premier League fan and enjoys waking up in the early hours to cheer on his favorite team, Arsenal.

Drew began his wealth management career in 2006 with Foos Financial Group, a small investment and financial planning firm. He joined M.J. Smith and Associates in December 2009 and worked with the firm for over ten years, prior to joining Mercer Advisors. His areas of expertise include high-net-worth financial planning, investment management, estate planning, and insurance strategies. He holds a Bachelor of Science degree in Finance from Metropolitan State University of Denver. Drew is a CFA^® charterholder and a CERTIFIED FINANCIAL PLANNER^™ professional.

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.

Brett began his financial planning career in 2007. He is a CERTIFIED FINANCIAL PLANNER™ professional, and currently holds the Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), and Retirement Income Certified Professional (RICP®) certifications; and is a member of the Financial Planning Association. He is a graduate of the University of Nebraska, Lincoln. In his role at Mercer Advisors, Brett specializes in working with high-net-worth and ultra-high-net-worth households to help them navigate complex estate planning, tax planning, and portfolio management needs. In his free time, Brett is an avid golfer and sports fan, and enjoys traveling.

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.

Ian thrives on helping clients cast a clear vision for their retirement and investment goals, as well as making sure they get the most value out of their relationship with Mercer Advisors. He is a CERTIFIED FINANCIAL PLANNER™ professional as well as an Enrolled Agent who assists in taxpayer matters regarding the Internal Revenue Service, with a Bachelor’s degree in Financial Management from the University of Northern Iowa. Outside of work, Ian enjoys golfing, camping, riding his motorcycle, and spending time with his wife, Elyse.

Gaby is primarily responsible for guiding her clients toward financial success through tax planning, investment management, and strategizing retirement decisions. She also serves on the Mercer Advisors Investment Committee ESG Investments Subcommittee and the InvestHERS Steering Committee, and she leads the Financial Literacy employee program. Gaby’s expertise revolves around deep-rooted passion for empowering professionals and families of all backgrounds, serving the unique planning needs of women investors, and ESG/values-based investing. Prior to joining Mercer Advisors, Gaby worked with a top brokerage firm. She graduated from the University of Akron, earning a bachelor of business administration degree in financial planning. She holds the FINRA Series 65 license and is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered SRI Counselor^SM.

Gracie is a financial planner working with local wealth management teams in Denver. She develops and executes comprehensive wealth management strategies. Gracie joined Mercer Advisors in 2022. She received her bachelor’s degree in finance and marketing from the University of Kansas and is a CERTIFIED FINANCIAL PLANNER Professional. Gracie also enjoys volunteering with 3rd Decade, empowering young adults to take control of their financial futures. Gracie grew up in Kansas City and currently resides in Denver, Colorado. Outside of work, she enjoys running, walking her dog, and spending time with family and friends.

Claire has made her way out to Colorado from the Midwest. She grew up in Springfield, Missouri where she interned at a wealth management firm, which helped her decide to pursue a finance degree at the University of Kansas. After spending some time as an intern at a commercial bank and a client service representative at a large financial firm, she found her way back to the wealth management space. Claire is passionate about building relationships with her clients and assisting them in reaching their financial goals. When she is not working, Claire loves to cook, go to the mountains with friends, and spend time with family.