Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

Dave Werle, CFP®, CSRIC®

Wealth Advisor

David Carmichael

David Carmichael

Sr. Wealth Advisor, Director

David Haman

David Haman, CFP^®

Sr. Wealth Advisor

New York, Radnor

David Hardenbergh, CFP®

Wealth Advisor

David Rich

David Rich, CFP®

Wealth Advisor

Albuquerque, Scottsdale, Tucson

David S. Currier, CFP®, CFA®

Wealth Advisor

David Stanley, CTFA

Sr. Wealth Advisor

David Stuehling - Wealth Advisor

David Stuehling, FP®, ChFC®, RICP®

Wealth Advisor

Bend, Portland, Portland – South

David Ventura

David Ventura, CFP^®, EA

Wealth Advisor

Kahului, Santa Barbara, Walnut Creek, Woodland Hills

Debbie Krone, CFP®, CPA, CDFA®

Wealth Advisor

Dennis Collins, Sr. Wealth Advisor

Dennis Collins, CFP®, CIMA®, CPWA, CDFA

Sr. Wealth Advisor

Dennis M. Jablonoski, AIF® CRPC®

Wealth Advisor, Retirement Plans

Cherry Hill, Radnor

Dionisio Meneses

Dionisio Meneses, CFP®

Wealth Advisor

Doug Giageos, CFP®, CFA®

Sr. Wealth Advisor

Doug Watts, CFP®, ChFC®, CIMA®

Wealth Advisor

Drew Harper

Drew Harper, CFA^®, CFP^®, CAIA®

Sr. Wealth Advisor

Denver, Denver – Greenwood Village

Drew Kanaly

Drew Kanaly

Sr. Wealth Advisor

Duncan MacDougall, CFP®

Wealth Advisor

Emily Messegee joined Mercer Advisors via the acquisition of Summit Wealth Advisors, Inc.

Emily Messegee, CFP®

Wealth Advisor, Sr. Director

Boulder, Denver, Denver – Tech Center, Frisco

Emma Jones

Emma Jones, CFP®, AFC®

Wealth Advisor

Jacksonville, Boca Raton, Naples, Orlando, Sarasota, Tampa

Ready to get started?

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