Overland Park, KS Office

Chad Berg is a CFP® with three years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Overland Park, KS. His prior experience includes roles at Infinitas, Commonwealth Financial Network, Cambridge Investment Research Inc., Premier Income Partners, Securities America, and Security National Bank. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory services and comprehensive financial, tax, retirement, estate planning, and family office services. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate accounts, and private funds, complemented by educational content and firm-wide initiatives.

Keith Carpenter is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously held roles at Commonwealth Financial Network, Summit Wealth Advisors, Legacy Financial Group, and Mass Mutual Investors Services. 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’s investment approach focuses on globally diversified, risk-appropriate portfolios implemented through a mix of low-cost ETFs, index funds, separate account managers, and tailored programs, supported by various affiliated service lines and client education initiatives.

Adam Hutsell is a CFP® professional with 16 years of industry experience, currently advising at Mercer Global Advisors Inc. in Overland Park, KS. His prior experience includes roles at Infinitas and Commonwealth Financial Network, as well as a 13-year tenure at COUNTRY FINANCIAL. He spends a portion of his time engaged in fixed insurance sales. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering investment advisory along with financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios using a variety of investment vehicles, complemented by client education and integrated affiliated services.

Michael Adams is a CFA® charterholder with four years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked with Commonwealth Financial Networks, Infinitas, Umb, State Street, and First Command Brokerage Services. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits by providing investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using ETFs, index funds, separate account managers, and private funds, alongside various specialized programs and client education initiatives.

Susan Geiersbach is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She previously worked at Commonwealth Financial Network and Infinitas for eight years, as well as Lockton Companies and Heim, Young & Associates. 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, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory and uses globally diversified, risk-appropriate portfolios implemented through a combination of ETFs, index funds, separate account managers, and private funds.

Brook Deaver is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously worked at BD GWM, Inc. and Commonwealth Financial Network. Outside of his advisory role, he is co-owner of Deaver and Schier Lakehouse, LLC, an entity managing residential real estate. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, providing investment advisory and comprehensive financial planning services. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and offers a range of portfolio management options alongside specialized services such as retirement plan consulting and charitable advisory.