AnchorPoint Advisors

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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Team photo for AnchorPoint Advisors
Team photo for AnchorPoint Advisors

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Advisors

Devon Mertz

APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Devon Mertz's website

Hilary Bracken

CFP®

Associate Financial Advisor

Paraplanner
Visit Hilary Bracken's website


Team

Catherine Mercado

Catherine Mercado

Operations Director

Personal Intro

15 Year Anniversary with Ameriprise Financial Services, LLC

Roles & Responsibilities

  • Meeting scheduling & reminders, Compliance, Technology, Social-Media, Events, Webinars
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Cassandra Wells

Cassandra Wells

Client Service Manager