1243 Alpine Road
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Managing Director, CERTIFIED FINANCIAL PLANNER™
Don Faul has over two decades of experience in the financial services industry marked by a passion for personal finance combined with an entrepreneurial background. He has specialized in assisting business owners and guiding families...
Nick has over 14 years of professional experience working with successful individuals and their families. Nick's primary focus is to help his clients make smart financial decisions to work toward their most cherished life goals. He is...
As Planning Support Specialist, Chad supports the advisors with financial planning case work, including para planning, tax planning, income and retirement planning. He also assists with asset analysis and data management for all...
Client Operations Specialist
As our Client Operations Specialist, Joelle has a comprehensive knowledge of compliance, operations, and services. She provides top-notch operational support and ensures the accuracy and completion of all procedures generated through...
Managing Partner & Chief Investment Officer, The Financial Services Network
As an owner and Managing Partner of The Financial Services Network and Chief Investment Officer for the Portfolio Consulting Team, Jeremy is responsible for supporting Mercer Partners Wealth Management in how to best leverage...
Vice President, Portfolio Consulting, The Financial Services Network
In his role as Vice President of The Financial Services Network’s Portfolio Consulting team, Hao offers trade and investment support for Mercer Partners Wealth Management, which includes trade execution, due diligence, research,...