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 Partner & Wealth Advisor
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...
Senior Partner & Wealth Advisor
Nick is a CFP® Professional with over 15 years of experience in the financial services industry working with successful individuals, entrepreneurs, and institutions. Nick's primary focus is to help his clients make smart financial...
Partner & Wealth Advisor
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 Service Associate
Becky is an exceptional client service associate with a strong passion for helping clients simplify their lives. Becky entered the financial services industry four years ago when she joined LPL Financial. The Mercer Partners team...
Amber is an outstanding client service associate who excels at interacting with clients to ensure she exceeds their expectations through active listening and timely follow-through. Amber joined LPL Financial in 2021, after working 20...
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...