Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Don Faul has over two decades of experience in the financial services industry marked by a passion for personal finance combined with an entrepreneurial background. He has specialized in assisting business owners and guiding families...
Chuck Putney grew up in Missoula, Montana and Seattle, Washington. After a career in engineering, management and management consulting, he entered the tax and financial services industry.
As our Director of Client and Community Services, Karla is at the center of the action here at Mercer Putney Financial Advisors. In the office, she may be that friendly voice on the phone or that determined service manager making...
Marci assists our clients with scheduling appointments, daily requests, and operational tasks. Her attention to detail and easy going demeanor makes her an asset to the team. Marci has a Bachelors Degree in Public Administration from...
Joelle Craker
Client Operations Specialist
As our Client Operations Specialist, Joelle has a comprehensive knowledge of compliance, operations, and services. She provides top-notch operational support and ensures the accuracy and completion of all procedures generated through...
Lindsey Jauregui
Administrative Associate
(866) 531-7651
Lindsay Jauregui's role with Mercer Putney is to provide administrative support and ensure that our clients have a great experience. For some of you, Lindsey may seem like a familiar face! She comes to us from our close friends and...
Jeff Schnoebelen
Portfolio Engineer, Strategic Wealth Advisors Group
Jeff joined The Financial Services Network and Strategic Wealth Advisors Group in 2008 after spending several years managing institutional money at State Street in the International Hedge Fund and Mutual Fund Index. A graduate of CSU...
Jeremy Olen, CFA
Chief Investment Officer, Strategic Wealth Advisors Group
Jeremy graduated from the University of Michigan in 1992 with degrees in both Mathematics and Actuarial Science. His career began in the field of technology as an Executive and Risk Manager that culminated into the successful sale of...
As Planning Support Specialist, Chad supports the advisors with financial planning case work, including para planning, tax planning, income and retirement planning. He also assists with asset analysis and data management for all...