I began my career in the financial services industry in 1985. Prior to joining Mercer Advisors, I held advisory and consulting roles in banking, finance, investments, and planning in Europe and then at Citicorp and Bank of America in San Francisco. During my tenure at Mercer Advisors, my wife, my two sons and I moved to open and establish both the Chicago and Boulder branch offices. I graduated from the University of Colorado in Boulder with a degree in Finance. I also holds the FINRA Series 65 license.