Jamie began his financial career in 1994 and has held numerous advisory and management roles at Prudential Bache, Smith Barney, A. G. Edwards and Citigroup. Jamie co-founded ClearRock Capital in 2007 as a managing partner and president of the firm. Jamie’s responsibilities included investment management, operations and compliance. At Mercer Advisors, Jamie will continue to provide account management to his clients as well as oversee all branch operations as Co-Branch Manager of the Ketchum and San Francisco offices. Jamie is a graduate from Saint Lawrence University with a bachelor’s degree in Economics. Jamie enjoys all the outdoor activities available in Sun Valley, Idaho while giving back to the Wood River Community through his non-profit involvement.

Jay has a passion for helping families and institutions achieve their financial goals; he finds satisfaction in providing clarity and confidence. Jay has more than 10 years of experience, beginning his career as an investment analyst at J.P. Morgan in 2011. He honed his expertise in senior investment roles serving ultra-high-net-worth clients at multi-family offices in Seattle. He is a past president of the Seattle Alternative Investment Association and a CFA® charterholder. Jay holds Bachelor of Science degrees in finance and mathematical sciences from Oregon State University, graduating magna cum laude. He resides in Eagle, Idaho, with his wife, two young boys, and three dogs. Born and raised in Alaska, Jay loves the outdoors and is an avid Oregon State Beavers sports fan.

David is a Wealth Advisor and has been in the financial services industry since 1997. He joined Mercer Advisors in 2022. In his role, David specializes in establishing wealth management solutions that empower individuals, foundations, business owners and corporations to achieve their long-term financial goals. David is a graduate of the University of Washington with a degree in International Economics and is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Accredited Investment Fiduciary certification. David is also actively engaged in his community with his membership in the Boise Downtown Rotary Club and his involvement as a community mentor for the Wyakin Warrior Foundation.

Alexa is passionate about helping people turn financial aspirations into realities and guiding them toward financial freedom and security. With a father who was a financial advisor and a grandfather who was an avid investor, she’s been immersed in the industry since an early age. As a CERTIFIED FINANCIAL PLANNER™ professional, her goal is to optimize every client’s financial situation, so they never again have to worry about money. Alexa has significant experience in tax planning and strategy, insurance, education planning, legacy planning, and investment management. Prior to joining Mercer Advisors, she worked for several years as a crisis intervention coordinator at a local nonprofit, helping women and families navigate through hardship. When not at work, Alexa can be found exploring a mountain trail, reading, trying a new recipe, or spending time with her husband and family.

Duncan began his career in the financial industry in 1997. His past professional experiences include research analyst at The Carson Group where he monitored various technology companies, financial advisor at Ameriprise, and financial consultant at Charles Schwab where he focused on wealth planning and investment management for high-net-worth clients. Duncan graduated from the University of California, Davis, with a degree in Managerial Economics and holds the FINRA Series 66 license.

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.

Prior to joining Mercer Advisors, Mark was Co-Founder, Chairman, and Chief Investment Officer of ClearRock Capital. He began his career in 1982 at Drexel, Burnham, Lambert in Beverly Hills. Mark is passionate about his clients’ financial well-being, working with families and non-profit organizations to ensure their peace of mind. Mark cares deeply about his community: he currently serves on the Executive Committee of The Argyros Performing Arts Center in Ketchum, Idaho and previously served on the Executive Committee for HomeRise in San Francisco. He earned an A.B. from Duke University.

Doug began his career in 1979 as a market analyst for the Telephone Switch Newsletter. He spent 17 years speaking to investors about the issues that mattered most to them on his financial talk radio show. Before joining Mercer Advisors, Doug was president of Fabian Wealth Strategies, a Registered Investment Advisor specializing in exchange-traded funds (ETFs). He speaks nationally at financial seminars and produces a weekly podcast, is a contributing writer for the Wall Street Journal, the Los Angeles Times, and Investor’s Business Daily, and has appeared regularly as a guest on CNBC and Fox Business Network. Doug graduated from Goldenwest College and holds the FINRA Series 65 License.

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.