David began his financial services career in 2009, after completing a two-year internship that provided him with invaluable exposure to the extreme market volatility of 2007-2008. Prior to joining Mercer Advisors, he spent seven years as a client advisor at an independent RIA firm in Minneapolis, MN. While there, he worked with high-net-worth individuals to organize all aspects of their financial lives including portfolio management, cash flow planning, estate planning, and tax planning. David graduated from the University of Minnesota-Duluth with a degree in Finance. He holds the CERTIFIED FINANCIAL PLANNER^TM certification as well as the Chartered Retirement Planning Counselor^SM and Master Planner Advanced Studies designations. David lives in Scottsdale with his wife, daughter and son. He enjoys sports, training for marathons and golfing in his limited spare time.

Mike has more than 20 years of experience in the financial services industry. Prior to Mercer Advisors, he spent 17 years at the Vanguard Group, serving high-net-worth individuals, families, and large nonprofit organizations.

Mike takes a holistic approach to wealth management, encompassing financial planning, investment management, cash-flow needs, and tax and estate planning. He’s driven to help his clients achieve their own unique financial goals and confidence.

Mike earned a B.A. in psychology from California State University, Long Beach and an MBA from Colorado State University. He holds the CFP® certification and the ChFC® certification. Mike is an adjunct professor at New York University, teaching investment and wealth management. Most importantly, Mike enjoys spending time outdoors exploring the Pacific Northwest with his family.

David began his wealth management career in 1987 as co-founder of Rowland, Carmichael Advisor’s, Inc., an investment and financial planning firm in Scottsdale, Arizona which was acquired by Mercer Advisors in 2020. His areas of expertise include investment management, real estate and life insurance strategies for high-net-worth individuals and their families. He graduated from Brigham Young University with a Bachelor of Science degree in Business Management. Away from work, David enjoys spending time with his family, scuba diving and riding quads in the Yuma Sand Dunes.

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.

James finds fulfillment in helping clients navigate financial planning complexities, optimizing their financial well-being, and safeguarding their life savings with the care of a trusted family member. He graduated summa cum laude from Arizona State University with a Bachelor of Science in Communication Studies and is currently pursuing his Master of Business Administration at DeVry University. Over the past 12 years, James has dedicated his expertise to serving high-net-worth individuals at The Vanguard Group. He appreciates the comprehensive approach to wealth management at Mercer Advisors, offering a more tailored and comprehensive financial planning solution as a Wealth Advisor. Beyond his professional pursuits, James is an avid golfer who cherishes staying active. Outside work, he enjoys exploring new restaurants and spending time with friends and family.

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.

CJ enjoys helping others to realize their financial goals. She has a depth of knowledge and experience in retirement planning, investment management, small business accounting, tax minimization strategies, estate management and financial planning for high-net-worth individuals and their families. CJ also has a diverse background in several industries, and before beginning her career in wealth management she ran her own company. Prior to joining Mercer Advisors, she was with Rowland Carmichael Advisors, a multigenerational wealth management firm in Scottsdale, Arizona. CJ earned her Bachelor of Science degree in Finance and Certificate of International Business from the W.P. Carey School of Business at Arizona State University. She also is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Divorce Financial Analyst (CDFA® ) and holds a FINRA Series 65 license. Outside of work, CJ enjoys spending time with her family, camping, flying as a private pilot, riding motorcycles and mountain biking.

Cherice started her financial career in 2006 with Energy Capital Credit Union in Houston, TX where she spent 9 years in various roles including Member Services and Branch Manager. Prior to joining Mercer Advisors in 2022, she spent 6 years at a small Asset Management Firm in Houston, TX as a Compliance Associate where she was responsible for audits, FINRA filings of Mutual Fund advertisements, and assisting newly registered persons of the firm to obtain additional FINRA licenses. “Cherice is passionate about providing excellent service to Mercer Advisors clients as well as supporting the team. During her spare time, Cherice enjoys hiking, fishing, philanthropy work, and spending time with family and friends.

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.

Madelyn, also known as Maddie, embarked on her wealth management journey with Mercer Advisors in January 2024. Raised in Arizona, she pursued her studies in Finance and Economics at Grand Canyon University. Madelyn’s passion lies in holistic financial planning, and she is unwaveringly dedicated to providing exceptional customer service to every client. With a commitment to integrity, she finds fulfillment in assisting clients at the Scottsdale branch on a daily basis. In her free time, she enjoys reading a diverse range of genres, from personal development to science fiction, exploring new coffee shops, and watching movies with her family and friends.

Dawn is committed to providing excellent client service to the wealth management team in Scottsdale. She earned a bachelor of science degree in business administration from Northern Arizona University and began her financial services career in 2006, working at Rowland Carmichael Advisors before joining Mercer Advisors. Dawn enjoys the Arizona high country and spending quality time with her family.