Mercer Wealth Management
Bill's diverse background in various industries and more than 30 years of experience in financial services enhance his ability to understand his clients’ perspectives and provide personalized financial solutions.
After receiving a Bachelor of the Arts degree from Parsons College, Bill began his career in education and advertising. However, he soon entered the manufacturing sector as a sales executive. He became the President of the United States Division of BNL Holdings, a ball-bearing manufacturing firm based out of the United Kingdom. He traveled the world and honed his understanding of the challenges and opportunities faced by the executives with whom he interacted.
After a meeting with a financial service executive in Colorado Springs in 1987, Bill joined Paine Webber and began his career as a financial advisor. Subsequently, he worked at Boettcher & Company and Piper Jaffray before joining UBS Financial Services. For the past 16 years, Bill has served his clients as a Vice President in Wealth Management at UBS.
As a financial advisor, Bill combines diverse industry and management knowledge and experience with tailored advice for his clients. He emphasizes the importance of personal contact in his client service. Bill thrives in the fast-moving, collaborative pace of the financial services industry.
Bill and his wife live in Colorado Springs, Colorado and have an adult daughter who lives in Denver. He spends much of his spare time with family and friends, and engaged in outdoor sports, such as hunting and skiing.
Bill is excited to use his experience advising clients and managing various companies as a Founding Advisor of Resolute Independent Advisors (RIA).
Lanna Schroeder helps create a positive client experience through personalized customer service that is proactive and timely by nature. Lanna is a seasoned professional in the securities industry with 29 years of experience. Lanna strives to answer phone calls immediately as they come in and not rely on voicemail.
Lanna has spent most of her career at larger firms. Over the years, Lanna has refined her organizational skills, as well as client relations skills rooted in care and genuine concern that benefit clients and support the overall practice.
Lanna and her husband, Tim, will celebrate their 22nd anniversary this year. Their son, Riley, is enrolled at the University of Colorado, Boulder, and their daughter, Sydney, will begin college at the University of Colorado, Boulder, in the fall of 2017.
Kerry has spent the past 17 years with large financial services firms in a variety of roles with increasing levels of responsibility. Most recently, she was responsible for the oversight of the profitability, human resources and client service functions of 15 branches with more than 450 employees across three states.
The variety of roles Kerry has filled provides her with the background needed to fill her role as Director of Operations with Resolute Independent Advisors. Together with Todd and Brad, she helps ensure the smooth operation of the office, with the goal of making it a great place for employees and clients alike. Kerry also coordinates the group’s philanthropic endeavors to help make an impact on the Colorado Springs community.
Having grown up on the East coast, Kerry attended Lehigh University in Bethlehem, PA, where she received her Bachelor of Science degree with a focus in Finance and Marketing. It was here that she met her husband, Spencer. Their mutual love of the mountains and the outdoors in general drew them to Colorado. They are both passionate about mountain biking and snowboarding, and also spend time hiking, running and road biking. Kerry and Spencer share their home with their two Viszlas, Spokes and Hermosa.