Bellevue, WA Office

Matthew Siegel is a CFP® professional with 15 years of experience in financial advising, currently with Mercer Global Advisors Inc. He has previously worked at J.P. Morgan Securities LLC, Commonwealth Financial Network, and other firms. Siegel is based in Bellevue, WA. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios implemented through various investment vehicles and offers specialized services including retirement plan consulting and charitable advisory.

Francis Piccolo is a CFP®-certified financial advisor with Mercer Global Advisors Inc. in Bellevue, WA, and has three years of industry experience. He previously worked at Key Investment Services and U.S. Bank before joining Mercer Global Advisors. 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 employs a Modern Portfolio Theory-based approach, utilizing diversified portfolios with low-cost ETFs, index funds, and other investment vehicles, while also offering specialized services such as retirement plan consulting and charitable advisory.

Frances Smith is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Bellevue, WA. Her entire professional career has been with Mercer Global Advisors. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios with multi-factor tilts, using a range of implementation options including ETFs, mutual funds, and separate accounts.

Jason Kronstad is a financial advisor at Mercer Global Advisors Inc. with six years of industry experience. He holds the Series 65 credential and has previously worked at Parametric Portfolio Associates, M Financial Group, and served in academic roles at Purdue University and the University of Washington. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, separate account managers, and other vehicles, and offers specialized programs and educational content.

Kyle Thomas is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has held prior roles at Hightower Advisors, Highland Private Wealth Management, Pathstone, and Cornerstone Advisors. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios implemented through a variety of vehicles including low-cost ETFs, separate account managers, and private funds.

Alexa Willis is a financial advisor at Mercer Global Advisors Inc. in Bellevue, WA, holding CFP® and Series 65 credentials with 10 years of industry experience. Her career has been exclusively with Mercer Global Advisors since 2016. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm follows a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios and offers a range of portfolio management and financial planning services.

Duncan Wilk is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2014. He holds the Series 66 designation and is based in Bellevue, WA. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial planning, retirement consulting, tax support, and estate-planning coordination.

David Simpson is a CFP® and CFA® with 15 years of industry experience. He is currently a financial advisor at Mercer Global Advisors Inc. in Bellevue, WA, where he has worked since 2021. Prior to joining Mercer, he spent seven years at Miller Advisors. He also has a role at Northwest University beginning in 2025. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm applies a Modern Portfolio Theory-based investment approach, utilizing diversified portfolios with low-cost ETFs, index funds, separate account managers, and private funds, complemented by educational content and specialized service lines.

Thomas Keeney is a financial advisor at Mercer Global Advisors Inc. with 18 years of industry experience. He holds a Series 66 designation and has worked at Mercer since 2017. His prior experience includes roles at Blue Moon Wealth Advisory, Summit Asset Strategies Wealth Management, and Ameriprise. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering investment advisory, financial, tax, retirement, and estate planning, as well as family office services. The firm utilizes a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, and other specialized strategies.

Brandon White Szep is a financial advisor with Mercer Global Advisors Inc. in Bellevue, WA, holding a Series 65 credential and one year of industry experience. His prior experience includes roles at Pekin Hardy Strauss and Brighton Jones LLC, as well as several years at Best Buy Co. Inc. before entering the financial advisory field. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, employing globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other strategies.

Tarek Mcalee is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has worked at Mercer since 2021 and previously spent 15 years with Joslin Capital Advisors and 11 years with KMS Financial Services, Inc. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of investment solutions alongside financial, retirement, tax, and estate planning services.