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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Don Faul, CFP®

Managing Director, CERTIFIED FINANCIAL PLANNERâ„¢

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...

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Karla McQuain

Client and Community Services

Karla handles Client and Community Services and is at the center of the action here at Mercer Putney Financial Advisors. In the office, she may be that friendly voice on the phone or that determined service manager making...

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Marci assists our clients with scheduling appointments, daily requests, and operational tasks. Her attention to detail and easy going demeanor makes her an asset to the team. Marci has a Bachelors Degree in Public Administration from...

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Joelle Craker

Client Operations

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...

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Jeremy Olen, CFA

Chief Investment Officer, Strategic Wealth Advisors Group

Jeremy graduated from the University of Michigan in 1992 with degrees in both Mathematics and Actuarial Science. His career began in the field of technology as an Executive and Risk Manager that culminated into the successful sale of...

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Hao Dang

Portfolio Engineer, Strategic Wealth Advisors Group

Hao is a member of our Portfolio Consulting Team responsible for focusing on portfolio design, trade execution, and portfolio administration. 

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Chad Faul

Planning Support Specialist

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...

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Mike Powell

CERTIFIED FINANCIAL PLANNERâ„¢

Having served as a financial advisor since 2007, Mike’s purpose is to guide each client toward reaching their unique financial goals. He received a bachelor's degree in Economics from the University of California, Santa Barbara,...

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