Austin, TX South Mo Pac Expressway Office

Joel Lange is a CFA® charterholder and holds a Series 65 license with 16 years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2018, following prior experience at Bell Wealth Management, Inc. from 2009 to 2021. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios using a variety of implementation strategies such as ETFs, mutual funds, and separate accounts.

Jeffrey Dadamo is a financial advisor at Mercer Global Advisors Inc. with eight years of industry experience. He holds the Series 66 designation and previously worked at Dimensional Fund Advisors from 2016 to 2024. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm’s approach is based on Modern Portfolio Theory, employing globally diversified portfolios with multi-factor tilts implemented through low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Geoff Nelson is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has worked previously at CIBC Private Wealth Advisors and Fidelity Brokerage Services. Outside of his advisory role, he owns and manages several residential real estate properties, acting as his own agent in transactions. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm emphasizes globally diversified, risk-appropriate portfolios based on Modern Portfolio Theory, offering a range of investment vehicles and integrated financial planning services.

Alyssa Calhoun is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She previously worked at CAM Investor Solutions and Dimensional Fund Advisors. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, families, business owners, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and a range of implementation options.